Life Investment Advisor

Vista Springs Timber Ridge Village -

Now Hiring : Life Investment Advisor™

A Trusted Guide in Helping Others Make the Most Important Move for Themselves or their Loved One’s Life

Role Summary

The Life Investment Advisor (LIA) is a high-impact professional who serves as both matchmaker and trusted advisor for prospective community members and their families. This role blends expert-level product knowledge with a deep understanding of personal wellness goals, lifestyle aspirations, and care needs. The Advisor is not just selling a service—they are guiding individuals through a once-in-a-lifetime decision and showing them how Vista Springs offers a superior return on that investment.

Positioning Statement

A Life Investment Advisor at Vista Springs is not a salesperson. They are a trusted counselor, a concierge of possibilities, and a beacon of confidence.

They listen deeply, analyze thoughtfully, and offer personalized lifestyle recommendations rooted in our Value-Driven Investment Models. With clarity, empathy, and integrity, they help families realize that moving to Vista Springs isn’t a cost—it’s a strategic investment in their loved one’s health, happiness, and future.

Every conversation is a partnership. Every tour is a tailored experience. Every move-in is a meaningful milestone. The Life Investment Advisor brings our “Full of Life” mission to life—one fulfilled decision at a time.

Job Description : Life Investment Advisor

Department : Sales & Member Engagement

Reports To : Managing Partner

Location : Assigned Vista Springs Community

Key Responsibilities

• Serve as the lead point of contact for prospective community members and families.
• Conduct needs-based assessments to understand medical, social, emotional, and lifestyle preferences.
• Present personalized recommendations using our Value-Driven Investment Models .
• Develop and nurture relationships built on trust, education, and follow-through.
• Coordinate Personal Visits and Privat Tours which are personalized on-site experiences that align with each prospect’s interests.
• Collaborate with clinical and lifestyle teams to tailor move-in plans and ensure smooth transitions.
• Log activity and performance outcomes in HubSpot CRM, ensuring visibility and accountability.
• Maintain expert-level understanding of all floor plans, care models, programming, and differentiators.
• Follow up persistently and respectfully to build long-term rapport and decision confidence.

Onboarding Statement (Internal Communication)

Welcome to a role that redefines what it means to “sell” in senior living.

As a Life Investment Advisor , your job is to earn trust, listen with intention, and match each family with the full life they deserve. Your toolbox isn’t just a floor plan—it’s empathy, wisdom, belief, and clarity. You don’t pitch—you guide.

Here, every move-in isn’t just a win for occupancy—it’s a life transformed. You are the confident guide who makes that transformation possible.

Remember : You’re not asking people to spend . You’re showing them how Vista Springs is a wise, rewarding, and dignified investment in living well.

At Vista Springs we are bringing the Life Investment movement to life.

The Full-of-Life Philosophy Behind the Role

Apply now to connect with a visionary leadership team to become a Life Investment Advisor™.