Megan Shapiro

Sales Counselor @HumanGood

One of two salespeople for Valle Verde, a reputable, 60+-acre Life Plan Community, which houses and provides diverse services, amenities and support for over 400 residents. Utilize relationship building, along with consultative, solution-based sales methodologies to qualify each prospect; and act as the sole contact throughout the sales process from inquiry to move-in. Financially qualify all prospects by reviewing all financial documentation and utilizing software to make projections. Cultivate and manage a waitlist of over 650 households. Create meaningful engagements and connections with current and future residents, along with my colleagues. Continually exceeding both budgeted occupancy and entrance fee goals, as well as personal sales activity and performance goals. From 20••••24 our team has exceeded budgeted net entrance fee collections by an average of 38%. Work with new clients to customize their homes, in coordination with the general contractor. Explain and execute various agreements and contracts with new and existing clients. Assist in the development of a Marketing Plan and Market Competitive Analysis. 2018/2019 Fellow of EMERGE Leadership Development Program (LeadingAge of California). Spring 2024 Graduate of HumanGood\'s Good to Grow Emerge leadership program.