Retirement Advisor & Community Concierge

Panorama; Lacey (WA); On-site; USD 60,000 - 70,000; Full time

Job summary

Panorama in Washington is seeking a Retirement Advisor to guide prospective residents through the decision to move to our community. You will act as a trusted advisor and ambassador, conducting tours, following up, building relationships, and clearly explaining our services, lifestyle, and costs.

This full-time, salaried role requires strong organizational and CRM skills, accuracy in processing applicant files, and a collaborative, team-oriented mindset.

Qualifications

• High school diploma or GED required.
• Experience with older adults, families, and senior living preferred.
• Five years in advising, consultative, social-service oriented, or people-relations roles.
• Experience with sales and/or marketing concepts preferred.
• Consultative, empathetic, prospect-centered disposition.
• Strong technical aptitude; proficient with CRM systems (Salesforce strongly preferred) and Microsoft Office.
• Excellent data entry skills with high accuracy.
• Strong organizational skills; manage multiple files and deadlines.
• Professional written and verbal communication with prospects, residents, and families.

Responsibilities

• Guide prospective residents through the decision to move and explain services, lifestyle, and costs.
• Build the waitlist through tours, follow-up, and relationship-building.
• Accurately process applicant and reservation files and related systems.
• Collaborate with the team; cross-training and adapting to department needs.
• Provide a welcoming, smooth move-in experience and support events and move-ins.

Skills

Empathetic communication

Consultative selling

Outstanding organizational skills

Attention to detail

Professional written/verbal comms

Education

High school diploma or GED

Tools

CRM systems (Salesforce)

Microsoft Office

Databases

Job description

Panorama in Washington is seeking a Retirement Advisor to guide prospective residents through the decision to move to our community. You will act as a trusted advisor and ambassador, conducting tours, following up, building relationships, and clearly explaining our services, lifestyle, and costs.

This full-time, salaried role requires strong organizational and CRM skills, accuracy in processing applicant files, and a collaborative, team-oriented mindset.