Sales Assistant

Lakeview Terrace Retirement Community Sales Assistant

200 Clubhouse Vista Road Altoona, FL 32702

Salary: 20.00 USD

About the Company:

Lakeview Terrace– a Life Care Community, is enhancing and advancing the art of Life Care. Our gated campus occupies 100 serene acres on the edge of the Ocala National Forest. Featuring two lakes with fishing docks, walking paths, a natural area for picnicking and a new Rehab Center and Exercise Pool Complex. With full-service offerings available to all our residents, we provide peace of mind with caring and compassionate staff to ensure happiness and well-being.

As a team member with Lakeview Terrace, you will provide services to our residents that call LVT home.

Facility Name and Address:

200 Clubhouse Vista Road Altoona, FL 32702

Purpose:

The Sales Assistant manages all applications, contracts, and financial analyses to ensure timely approvals and accurate resident communication. It involves supporting sales efforts by providing tours, answering questions, and promoting Lakeview Terrace’s advantages over competitors. The role also requires consistent follow-up with prospects, maintaining detailed records, and assisting with move-in and post-sale processes. Additionally, it ensures compliance with all regulations and supports the team by completing training, meetings, and other assigned duties.

Set-up Waitlist, Endowment, Life Lease, Lease and Conversion Contracts and any other Addenda in Docu-sign following established procedure. Provide a copy to the resident. Send copy of WL welcome letter. Manage Docu-sign templates. Review All pending contracts prior to sending to DSI. Complete financial analysis for DSI Management President’s approval. Forward all approvals to the appropriate parties. If the Retirement Counselor is unavailable, provide comprehensive tours and answer all questions prospects have.

Be knowledgeable about our competitors and the strengths Lakeview Terrace has over them. Provide sold residents with weekly updates on their chosen home, by phone, email, or video chats. Call Waitlist as units come available if the counselor is unavailable. Manage and solicit all SOLD leads daily from Future Call back reports. Answer all phone messages and e-mails. Maintain appropriate records of contacts in the database and follow-up activities with prospective residents.

Participate in the New Resident Welcome Breakfast when the Retirement Counselor is unable to attend. Collect pay off or promissory note; if a promissory note, collect the remainder once sale of home is finalized. Complete M-9 form if needed. Completes required training and attends sales and staff meetings. Ensure compliance with all federal and state rules and regulations. Complete other duties as assigned by supervisor.

Complete floor plans through Magic-Plan as units come available. Share at residents' association meeting (RAM) marketing updates. Share at residents' association meeting (RAM) marketing updates.

Required

Qualification:

High School Diploma/GED required.

Four (4) years clerical/administrative experience required.

Must have excellent communication skills, computer knowledge and good organizational skills.

Valid Florida Driver’s license and maintain acceptable driving record required.

Preferred Qualifications:

Associate’s Degree preferred.

Salary/Hourly Rate:

$20.00
- Negotiable

Working Conditions:

• Standard use of work station
• Repetitive use of keyboard
• Frequent bending and standing

Required Materials:

• Resume
• 3 Work References
• Letter of Interest

Drug Free Workplace

A criminal history background check and sex offender registry check will be required for the finalist under consideration for this position.

Equal Opportunity

Employer:

DSI Management, LLC and all supported companies, as an equal opportunity…