Sales Assistant

DSI Management, LLC.; Umatilla, Northern (FL, KY); Hybrid; USD 17,000 - 28,000; Full time

Job summary

Lakeview Terrace Retirement Community is seeking a Sales Assistant in Altoona, FL to manage contracts and financial analyses, support sales efforts with tours, and maintain detailed resident records. The role involves documentation, compliance with regulations, and coordinating with the team to ensure timely move-ins and post-sale follow-ups.

Ideal candidates will have a High School Diploma or GED, 4 years of clerical experience, and strong communication and organizational skills, plus a Florida

Qualifications

• High School Diploma/GED required.
• Four (4) years clerical/administrative experience required.
• Must have excellent communication skills, computer knowledge and good organizational skills.

Responsibilities

• 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.
• If the Retirement Counselor is unavailable, provide comprehensive tours and answer all questions prospects have.
• Maintain appropriate records of contacts in the database and follow-up activities with prospective residents.
• Complete floorplans through Magic-Plan as units come available.

Skills

Clerical experience

Communication skills

Computer knowledge

Organizational skills

Driver's license

Education

High School Diploma/GED

Associate’s Degree (preferred)

Tools

DocuSign

Magic-Plan

Job description

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 floorplans 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 employer ,complies with all applicable federal and state laws regarding nondiscrimination. The company is committed to a policy of equal opportunity for all persons and does not discriminate on the basis of race, color, national origin, age, marital status, sex, sexual orientation, gender, disability, religion, or veteran status.

Employment Eligibility Verification:

If hired, you will be required to complete the federal Employment Eligibility Verification I-9 form. You will be required to present acceptable and original documents to prove your identity and authorization to work in the United States. Documents need to be presented no later than the third day of employment. Failure to do so will result in loss of employment with the company.

E-Verify:

DSI Management, LLC and all supported companies use E-Verify to check the work authorization of all new hires. For more information about E-Verify, please see the following:

Equal Opportunity Employer, including disabled and veterans.