Life Plan Counselor supports older adults and their families in evaluating senior living options.
Key Responsibilities
- Assess prospective residents’ needs and match them with appropriate independent living and care services.
- Guide families through the move-in process with clear, accurate information.
- Explain financial considerations related to senior living and services.
- Partner with internal community teams to provide responsive, consistent support.
- Help meet occupancy goals while prioritizing each person’s preferences, dignity, and resident-first experience.
Qualifications & Skills
- Compassionate, client-focused approach with strong communication and interpersonal skills.
- Experience in counseling, sales, financial services, or senior living is preferred.
- Ability to explain services and financial options clearly and accurately.
- Collaborative mindset and commitment to service quality.