HVAC Comfort Advisor

POSITION SUMMARY

We are an established Long Island solar and electrical company expanding our residential home-services platform to include HVAC. We are seeking an experienced HVAC Comfort Advisor to play an important role in the growth of this new division.

The Comfort Advisor will work primarily with company-provided leads, meeting with homeowners throughout Long Island, NYC and Westchester to evaluate their heating and cooling needs, design appropriate HVAC replacement solutions, present financing and equipment options, and close replacement and add-on sales.

This is a consultative sales position that rewards not only revenue, but also gross margin, close rate, customer experience, financing utilization, and the ability to identify appropriate indoor air quality, accessory, maintenance, electrical, and energy-related solutions.

RESPONSIBILITIES

• Run company-provided residential HVAC sales leads throughout Long Island.
• Conduct comprehensive in-home HVAC system evaluations.
• Assess homeowners' heating, cooling, comfort, indoor air quality, and energy-efficiency needs.
• Design and recommend appropriate HVAC replacement solutions.
• Prepare and present multiple equipment and comfort options when appropriate.
• Clearly explain system features, efficiency ratings, warranties, expected performance, and other relevant considerations.
• Present available financing options to customers.
• Prepare accurate proposals and obtain appropriate customer approvals and documentation.
• Close HVAC replacement, installation, upgrade, and add-on sales.
• Maintain established gross-margin requirements when preparing and negotiating proposals.
• Identify appropriate opportunities for indoor air quality products, accessories, duct modifications, extended warranties, maintenance agreements, and related home-comfort solutions.
• Identify opportunities for complementary electrical and solar services when appropriate.
• Follow up promptly and consistently on open estimates and unsold opportunities.
• Maintain accurate customer, proposal, financing, sales, and follow-up information in the company's CRM.
• Coordinate with HVAC technicians, installers, electrical personnel, operations, dispatch, and office staff to ensure a smooth transition from sale through installation.
• Maintain current knowledge of HVAC equipment, heat pumps, energy-efficient systems, financing programs, rebates, incentives, and industry developments.
• Participate in sales, product, manufacturer, and professional-development training.
• Perform other duties and responsibilities as assigned.

PERFORMANCE EXPECTATIONS

Success in this position will be measured through a combination of:

• Revenue and gross profit generated.
• Gross-margin performance.
• Lead-to-sale closing percentage.
• Financing presentation and utilization.
• Customer satisfaction and reviews.
• Accuracy and completion of sales documentation.
• Accessory and indoor-air-quality sales.
• Maintenance-plan attachment.
• Appropriate cross-selling of complementary home services.

QUALIFICATIONS

• 2+ years of successful HVAC, residential in-home, home-services, solar, electrical, or related consultative sales experience preferred.
• HVAC sales and/or technical knowledge strongly preferred.
• Proven ability to manage company-provided leads and close residential in-home sales.
• Strong understanding of consultative selling and needs-based solution development.
• Ability to discuss equipment options, system efficiency, financing, and related products confidently with homeowners.
• Strong communication, presentation, negotiation, and closing skills.
• Ability to balance sales performance with appropriate gross-margin management.
• Excellent follow-up, organizational, and time-management skills.
• Comfortable using CRM systems, tablets, electronic proposals, email, and other sales technology.
• Professional appearance and strong commitment to customer service.
• Valid driver's license and acceptable driving record required.
• Ability to travel to customer homes throughout Long Island.
• Flexibility to accommodate customer appointments, including evenings or weekends as business needs require.

EDUCATION

• High school diploma or equivalent required.
• HVAC technical education, industry certifications, college coursework, or professional sales training preferred.

THE RIGHT PERSON

The right Comfort Advisor understands that strong HVAC sales performance is about more than simply generating revenue. You know how to identify the customer's needs, design the appropriate solution, protect margin, present financing, close the sale, and create an experience that generates repeat business and referrals.

You are comfortable working within an established organization while also being excited about helping build a growing HVAC division.

Pay: $30.00 - $40.00 per hour

Expected hours: 40.0 per week

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Work Location: On the road