What does a sales counselor do?
The primary job of a sales counselor is to sell products that require an ample amount of money and time from buyers, like senior living condominiums and prefabricated homes. Your duties and responsibilities will typically include closing leads developed by direct mail, special events and media, developing and maintaining relations with potential referral sources, and preparing insurance proposals to clients. Other duties include supporting the customer in selecting a home site, house plan, and structural options, developing contract agendas, and providing client support with the loan application.
Sales counselor responsibilities
Here are examples of responsibilities from real sales counselor resumes:
- Enter all leads into the CRM system and maintains that information until the lead is transferred to a sales representative.
- Manage product deliveries, and maintain overall orderliness and cleanliness of facility to optimize customer experience.
- Clean the dressing rooms, do recovery, help on POS
- Outpace division goals to increase CRM usage through upbeat mentoring, training and technical support.
- Coordinate all MLS meetings for Collin and Denton counties to establish a presence for the company.
- Provide parties with accurate responses to their questions and assist in making their experience with AAA worthwhile.
- Represent AAA Texas at multiple public events by setting up booths while marketing the company's membership packages.
- Design, write and/ or edit printed materials, PowerPoint presentations, and website-access media target to sales force.
- Sell KB homes by showing customers the models, tour the community and inform them about the schools and shopping locations.
- Represent Nielsen TV ratings and computer research using advance data collection.
- Support sales presentation efforts, developing target materials such as PowerPoint presentations.
- Manage product deliveries, and maintain overall orderliness and cleanliness of facility to optimize customer experience.
- Demonstrate an effective ability to successfully multitask within a high volume sales and fitness counseling environment.
- Determine content and develop training courses for sales representatives to continuously enhance knowledge of tour offerings.
- Represent builder in the sale of condominiums and townhomes
Sales counselor skills and personality traits
We calculated that 17% of Sales Counselors are proficient in Lead Management, Customer Service, and Real Estate. They’re also known for soft skills such as Math skills, Persistence, and Selling skills.
We break down the percentage of Sales Counselors that have these skills listed on their resume here:
- Lead Management, 17%
Entered updated prospective resident information and status of relationship into the lead management system.
- Customer Service, 16%
Assisted in daily operations including opening/closing, marketing, sales, customer service, administration, merchandising and inventory control.
- Real Estate, 14%
Promoted the organization through local real estate offices using seminars and informational meetings.
- Community Events, 7%
Generated leads through communication with community outreach programs, conducted presentations at estate brokerage firms and community events.
- Business Development, 7%
Developed and executed annual Strategic Marketing Plan: social media strategy, business development and marketing campaigns.
- Sales Process, 6%
Informed and counseled customers regarding electronic products, provided personal service throughout entire sales process.
Common skills that a sales counselor uses to do their job include "lead management," "customer service," and "real estate." You can find details on the most important sales counselor responsibilities below.
Math skills. One of the key soft skills for a sales counselor to have is math skills. You can see how this relates to what sales counselors do because "retail sales workers must have the ability to calculate price totals, discounts, and change owed to customers." Additionally, a sales counselor resume shows how sales counselors use math skills: "provide weekly sales and statistics report. "
Persistence. Many sales counselor duties rely on persistence. "a large number of attempted sales may not be successful, so sales workers should not be discouraged easily," so a sales counselor will need this skill often in their role. This resume example is just one of many ways sales counselor responsibilities rely on persistence: "prospected for clients using persistence and professionalism through cold calling. "
Selling skills. sales counselors are also known for selling skills, which are critical to their duties. You can see how this skill relates to sales counselor responsibilities, because "retail sales workers must be persuasive when interacting with customers." A sales counselor resume example shows how selling skills is used in the workplace: "employed direct marketing and consultative sales techniques to drive sales of furniture, appliances, and electronics. "
Interpersonal skills. A big part of what sales counselors do relies on "interpersonal skills." You can see how essential it is to sales counselor responsibilities because "a friendly and outgoing personality is important for these workers because the job requires almost constant interaction with people." Here's an example of how this skill is used from a resume that represents typical sales counselor tasks: "implement problem-solving techniques and interpersonal relating skills in the area of customer service. "
Customer-service skills. Another crucial skill for a sales counselor to carry out their responsibilities is "customer-service skills." A big part of what sales counselors relies on this skill, since "retail sales workers must be responsive to the wants and needs of customers." How this skill relates to sales counselor duties can be seen in an example from a sales counselor resume snippet: "used abstract sales techniques to successfully renew and upgrade existing customer contracts to include personalized training programs. "
The three companies that hire the most sales counselors are:
- Brookdale Senior Living30 sales counselors jobs
- Balfour Senior Living20 sales counselors jobs
- KB Home16 sales counselors jobs
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Compare different sales counselors
Sales counselor vs. Fulfillment associate
A fulfillment associate is responsible for monitoring warehouse stock inventories, organizing stock shelves, and picking the correct shipment merchandise. Fulfillment associates check items for delivery, inspect the packages for any defects, operate warehouse equipment, update orders on the database, and perform a variety of administrative tasks as needed. They also respond to customers' inquiries and concerns and escalate high-level complaints to the supervisor. A fulfillment associate must have excellent time-management skills and the ability to multitask to assist with daily operations and meet production deadlines under minimal supervision.
These skill sets are where the common ground ends though. The responsibilities of a sales counselor are more likely to require skills like "lead management," "real estate," "community events," and "business development." On the other hand, a job as a fulfillment associate requires skills like "basic math," "math," "customer orders," and "good time management." As you can see, what employees do in each career varies considerably.
Fulfillment associates tend to reach similar levels of education than sales counselors. In fact, fulfillment associates are 2.6% less likely to graduate with a Master's Degree and 0.4% less likely to have a Doctoral Degree.Sales counselor vs. Associate
Associates are typically entry-level positions for employees who are taking on their first job or organizational role. They are assigned to teams or departments that are related to their skills or educational background. They usually start with smaller tasks that may not seem as impactful but are still essential to the department. Associates are trained by more tenured team members on the ins and outs of the department and the organization. As they grow with the organization, they are given more responsibilities that directly impact the results of the department's initiatives as they work towards their goals.
Each career also uses different skills, according to real sales counselor resumes. While sales counselor responsibilities can utilize skills like "lead management," "community events," "business development," and "sales process," associates use skills like "patients," "cleanliness," "windows," and "hr."
In general, associates achieve similar levels of education than sales counselors. They're 2.3% more likely to obtain a Master's Degree while being 0.4% more likely to earn a Doctoral Degree.Sales counselor vs. Expert
An expert has extensive knowledge on a subject gained from a significant amount of experience. Although the tasks will vary on the line of work or organization, an expert's role will often revolve around sharing expertise through discussion, evaluation, and influencing. There's also an opportunity for teaching, training, selling, and even promoting. Being an expert requires a great deal of communication and coordination; the duties will always involve engaging with other people and building rapport.
Some important key differences between the two careers include a few of the skills necessary to fulfill the responsibilities of each. Some examples from sales counselor resumes include skills like "lead management," "real estate," "community events," and "business development," whereas an expert is more likely to list skills in "strong customer service," "pos," "customer loyalty," and "cleanliness. "
Experts typically earn higher educational levels compared to sales counselors. Specifically, they're 6.4% more likely to graduate with a Master's Degree, and 1.9% more likely to earn a Doctoral Degree.Sales counselor vs. Store associate
A store associate is responsible for assisting customers with the products they need and recommending alternative goods that would fit their budget. Sales associates also market promotional offers and provide product descriptions to the customer. They also monitor inventories, stock supplies on the appropriate shelves, and ensure the cleanliness and orderliness of the store. Store associates also perform other administrative tasks as needed, such as creating sales reports, assisting in the counter, and helping customers on carrying their items.
Types of sales counselor
Updated January 8, 2025
