Insurance Sales Assistant Jobs (NOW HIRING)

Sales Assistant - Full Time

We’re looking for a Sales Assistant to join our team in a fulltime role with a rotating weekend schedule. This position is ideal for someone who enjoys connecting with people, staying organized, and contributing to a positive experience for prospective residents and their families.

General Purpose/Summary Statement

The Sales Assistant plays a critical role in supporting community occupancy budget goals by coordinating an exceptional move-in experience, supporting relationship-based sales efforts, and serving as a liaison between prospective residents, families, and internal departments. This position ensures operational excellence in move-ins while assisting the sales team in tours, CRM management, and community marketing activities.

Benefits Include:

• Medical Insurance - HDHP or PPO (Full-time employees only)
• Vision/Dental/Life Insurance (Full-time employees only)
• Health Savings Account with Company Match (Full-time employees only)
• Flexible Spending Account
• Company matching 403(b) Plan
• Paid Vacation
• Personal, Sick and Holidays
• Paid Volunteer Program
• Total Care EAP (Employee Assistance Program)
• Fitness Reimbursement Program
• Wages on Demand
• Performance based commission and bonuses

These benefits may be reduced depending on FT, PT, PRN or temporary job status. To receive certain benefits, eligible employees may be required to meet participation requirements and pay required premiums and other contributions.

Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Occupancy & Sales Support

• Support achievement of community occupancy budget goals on a monthly basis through proactive coordination, follow-up, and relationship-driven service.
• Provide warm, relationship-based customer service to prospective residents, adult children, families, and referral partners in alignment with organizational mission and values.
• Be fully trained and prepared to conduct community tours, receive and organize deposits, and support sales activities as needed.
• Enter, track, and maintain prospect records in the CRM system; create call-back tasks and appointments for the Director of Sales & Marketing.

Move-In Coordination

• Assist in the coordination of all move-ins at the community following all pre–move-in and move-in procedures.
• Support DSM as the liaison between residents, families, and community departments to ensure apartments, services, and hospitality are fully prepared on move-in day.
• Assemble move-in binders and develop/complete new resident files.
• Assist the DSM in facilitating completion and submission of move-in paperwork prior to move-in.
• Provide or assist in coordinating new resident orientation following agreement signing.

Occupancy Reporting & Communication

• Report move-in progress during daily stand-up meetings and weekly sales meetings in the absence of the DSM.
• Produce and maintain daily occupancy reports, weekly tracking, and monthly summaries using designated formats and systems in the absence of the DSM.
• Communicate daily with the Community Leadership Team regarding sales activity, move-ins, and apartment readiness.

Marketing & Administrative Support

• Maintain inventory of marketing brochures, promotional materials, and move-in supplies.
• Assist with promotional events, outreach activities, and email or mail campaigns as directed.
• Maintain apartment readiness records and coordinate with internal departments to support timely move-ins.

Culinary Support (Bethesda Standard)

• Ensure adequate daily coverage for meal service by communicating with the Culinary Services Director and/or Host/Hostess, including taking resident meal orders, providing beverage refills per resident or guest request, and assisting with cleaning, resetting, and preparation of the dining room between meal periods.

Professional Responsibilities

• Attend all required training sessions, sales meetings, in-service meetings, and general team meetings.
• Maintain confidentiality of resident information and uphold residents’ rights at all times.
• Perform other duties as assigned by the Director of Sales & Marketing.

Managerial Breadth/Scope of Job

There is no direct supervisory responsibility. However, the Sales Assistant must work closely with other department leaders to ensure an easy transition of all move-ins and tour schedules.

Knowledge/Skills/Abilities

• Demonstrates a SERVANT heart and attitude by following our Mission Statement.
• Strong organizational and coordination skills with attention to detail.
• Excellent interpersonal communication skills with residents, adult children, families, and internal teams.
• Working knowledge of CRM systems and Microsoft Office (Word, Excel, PowerPoint).
• Ability to thrive in a lean, collaborative environment.
• Professional, service-oriented demeanor.
• Must maintain a current driver's license and comply with all requirements of our Auto Policy.

Education/Experience

Education: High School graduate or equivalent. College coursework preferred.

Experience: Senior living or healthcare experience preferred but not required.

Working Environment/Physical Requirements

Position may require driving to outside referral sources' offices during all seasons of the year. Ability to lift 10-pounds frequently. Position requires sitting, driving, walking, and standing for long periods of time based on activity being performed.

Bethesda Senior Living Communities reserves the right to pay a wage/salary that is lower or higher than the above posted compensation range.

Applications accepted on an ongoing basis until the position is filled.