HVAC Sales Comfort Advisor

Heating Air Paramedics

HVAC Sales Comfort Advisor

Raleigh, NC
Full Time
Paid
  • Responsibilities

    Benefits:

    Company car

    Competitive salary

    Dental insurance

    Free food & snacks

    Free uniforms

    Health insurance

    Paid time off

    Training & development

    Vision insurance

    Job Summary: We are looking for a skilled and experienced HVAC Sales Comfort Advisor to join our team! In this role, you will primarily assist customers in the replacing their heating and air conditioning systems in residences and some commercial establishments.

    You have past experience being a HVAC Installer or Technician and hold an EPA certification. A team player who is comfortable working on a team, you love the feeling of a job well done and take pride in completing customer jobs with efficiency. A positive attitude is a must!

    Responsibilities:

    Customer Consultation & Needs Assessment Conduct in-home consultations to assess customers’ heating and cooling needs. Educate clients on available HVAC products and services that meet their comfort, efficiency, and budget requirements.

    System Recommendations & Quoting Recommend HVAC systems based on load calculations, customer preferences, and home characteristics. Prepare detailed and accurate estimates, proposals, rebates, and financing options.

    Sales & Closing Present system solutions in a clear, professional, and customer-friendly manner. Close sales and achieve or exceed monthly sales targets.

    Lead Management & Follow-Up Respond to incoming leads promptly and follow up with existing leads to move them through the sales funnel. Maintain accurate records of customer interactions in CRM system.

    Relationship Building Develop long-term relationships with customers to foster repeat business and referrals. Represent the company positively in all customer interactions.

    Product Knowledge Stay current on new HVAC technologies, product offerings, and industry trends. Attend manufacturer and in-house training sessions as required.

    Collaboration & Coordination Coordinate with installation teams to ensure smooth project execution. Communicate customer expectations and project details clearly to operations staff.

    Compliance & Documentation Ensure proposals and installations comply with local codes, safety standards, and manufacturer guidelines. Complete necessary paperwork for permits, rebates, and warranty registrations.

    Customer Satisfaction Follow up post-installation to ensure customer satisfaction and address any concerns. Solicit reviews and referrals from satisfied clients.

    Performance Reporting Participate in team meetings and contribute to strategy improvements.

    Qualifications:

    5 years experience as a HVAC as an Installer, Service, or Sales

    Understanding changeouts (Heat Pump, Mini Split, Package Unit, Furnace/AC)

    Valid Drivers License with clean driving record

    EPA Certification

    Ability to climb ladders and crawl

    Familiar with CRMs (ServiceTitan or similar)

    Benefits/Perks

    Competitive commission + base rate

    Company vehicle

    Health benefits

    Boot allowance

    Career Advancement Opportunities

    On-going training

    Drinks and snacks