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Work Background
North Star Senior Advisors LLCFounder, Certified Senior Advisor
Mar. 2024Miami Valley OhioOur local experts recognize that this stage in life can be overwhelming, but you don't have to navigate it alone. With North Star by your side, you will be guided directly to the senior living solutions best suited to your unique needs and preferences. We will accompany you every step of the way, empowering you with knowledge and the resources necessary to make this transition into senior living as smooth as possible.
StoryPointCommunity Specialist
Dec. 2021 - Mar. 2024
A Place for MomSenior Living Advisor
Feb. 2015 - Jun. 2020Dayton, Ohio Area
Mallard Cove Senior LivingSales Counselor
Sep. 2013 - Oct. 2014Sharonville, OhioResponsible for Maintenance of a Census of 100% and a Wait List for New Residents. • Developed and executed creative follow up for clients specifically for individual needs. Advanced sales through utilization of prospect case studies. Lead sales team in over-all home visits with clients in order to develop relationships and build trust. Successfully closed sales in an average of 2 visits, surpassing the industry standard. Maximized time in the selling zone with strict time management goals. Adapted to ongoing changes in product and product rates without losing momentum towards sales goals. Evaluated and modified daily and weekly goals for outgoing sales calls for the team. Efficiently closed sales through telecommunication as well as face to face appointments. Exceeded minimum outgoing sales calls by 25% on a weekly basis.. Utilized industry software Realtime Senior to its full capacity in regards to recording sales activity and goals. Clearly reported daily activity, advances, setbacks, and goal modifications to the owning partners.
Madonna Manor- A Franciscan Living CommunityDirector of Marketing and Admissions
Feb. 2012 - Feb. 2013Responsible for the start-up and obtaining a census of 100% in a Retirement/Assisted Living/Skilled Nursing Facility. Develop and execute new marketing plan for new senior housing development. Successfully increased census of memory care, assisted living, and skilled nursing households of new facility. Partake in outreach efforts and networking with key affinity groups such as hospitals, churches, and senior groups. Design key marketing piece, supplemental collateral materials, and brochures. Develop Newsletter to reach target market area. Create all invitations and mailers for upcoming events. Orchestrate and execute monthly public relation seminars and events to increase awareness within community and lead base. Organize monthly social and informational events for key clients and their guests. Lead the sales process from initial meeting to closing of the sale in all levels of care. Make 40-60 contacts per month with referral parties to identify possible leads and referrals for potential residents. Maintain current information and activity on all leads and existing clients through REPS lead management program. Update existing sales and project status reports.
Renaissance WestDirector of Sales and Marketing
Aug. 2008 - Dec. 2011Responsible for the start-up of a Retirement/Assisted Living Facility until a Census of 100% was Maintained. Assisted with development of marketing plan for new senior housing development. Partook in outreach efforts and networking with key affinity groups and significant community events. Created supplemental collateral materials and brochures. Developed Newsletter to reach target market area. Created all invitations and mailers for upcoming events. Orchestrated and executed monthly public relation seminars and events to increase awareness within community. Organized monthly social and informational events for key clients and their guests. Lead the sales process from initial meeting to closing of the sale. Complete 50 follow-up contacts per week with lead base via phone calls, letters, or face to face meetings. Made 40-60 contacts per month with referral parties to identify possible leads and referrals for potential residents. Achieved between 15-20 sales presentations and tours per month with prospects, responsible parties and referral parties. Maintained current information and activity on all leads and existing clients through REPS lead management program. Updated existing sales and project status reports.
Direct Supply Chain ServicesAccount Manager
Jul. 2007 - Aug. 2008Manage over 50 existing client accounts while growing the business to bring in more revenue. Executed a set plan of at least 60 cold calls and 30 new business or retention meetings per week in order to bring on new accounts and maintain existing clients. Managed all sales activity through ACT lead management program. Negotiate new price plans and utilize creativity to develop custom services for existing customers to retain their satisfaction and business. Developed more sufficient and user friendly marketing materials for potential clients. Created useful success indicators used in weekly and monthly sales meetings. Operate multiple computer systems and lead class instruction to companies on the utilization of these programs. Organize monthly and weekly entertainment events for key clients and their guests. Acquired territory from fellow sales reps, more than doubling existing number of clients and responsibilities. Responsible for evening dispatch, managing over 20 drivers per shift. Schedule all drivers to their dedicated runs. Follow through with proper discipline of drivers who did not follow standard operating procedures. Finalize all jobs and generated weekly invoices for customers. Manage all payables and receivables with QuickBooks ensuring correct end of year settlements.
Ryan HomesCommunity Manager
Aug. 2005 - Jul. 2007Manage community sales and marketing for a semi custom homebuilder, guiding every aspect involved with new construction. Managed model attendants and sales administrators in designated communities, setting schedules, delegating tasks and duties necessary for productive real estate environment. Completed series of High Intensity Training and Series of Professional Selling Skills Training, followed by monthly classes used to enhance and maintain effective selling skills. Established first point of contact with clients, providing outstanding customer service, leading to repeat interest from clients. Recognized for excellent follow-up ability, developing strong rapport, making contacts and phone-calls, and eventually negotiating sales with clients. Organized luncheons, presentations, and other realtor functions in order to broaden the spectrum of potential clients. Maintained the lead in sales of all builders in community. Excelled in demonstrating our product to potential clients and realtors, consulting them on what may fit their needs. Led all sales appointments in community resulting in closing the client on future appointments or sales. Organized and ran special promotional events targeted for current homeowners and prospective buyers. Demonstrated financial aspects of purchasing a new home to customers in order to bring awareness of buying power to the client and help them find mortgage programs that best fit their comfort level and lifestyle. Worked hand in hand with production team to ensure the product is completed with exceptional accuracy, quality, and ability to be closed on in a timely manor.
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