HVAC Comfort Advisor

Job Purpose:

As an HVAC Comfort Advisor at Sailor's Air & Plumbing, you will be responsible for helping homeowners find the right heating and cooling solutions for their homes. You'll combine technical HVAC knowledge with a consultative sales approach to educate customers, present system options, and close deals that improve comfort, efficiency, and value for every household you serve.

Key Responsibilities:

• Conduct in-home consultations to assess customers' comfort needs, current systems, and budget.
• Recommend and present HVAC system replacement, upgrade, and maintenance plan options tailored to each customer.
• Build accurate, transparent quotes and proposals using company pricing and financing tools.
• Educate customers on system performance, energy efficiency, and long-term value to support informed buying decisions.
• Meet or exceed individual sales targets and contribute to overall branch revenue goals.
• Follow up with leads and past customers to nurture relationships and generate repeat/referral business.
• Collaborate with install and service teams to ensure a smooth handoff and customer experience post-sale.
• Stay current on HVAC products, promotions, financing options, and industry trends to speak credibly with customers.
• Maintain CRM records, sales pipeline updates, and required documentation for every opportunity.
• Uphold company standards for professionalism, integrity, and customer satisfaction throughout the sales process.

Qualifications

Qualifications/Requirements:

• High school diploma or GED required; associate degree or trade certification in HVAC a plus.
• 1-3+ years of experience in outside sales, in-home sales, or a consultative/B2C sales environment (HVAC or home services industry preferred).
• Working knowledge of HVAC systems, components, and terminology sufficient to speak credibly with customers and technicians (prior HVAC installation/service experience is a strong plus, but not required).
• Proven track record of meeting or exceeding sales goals.
• Strong communication, presentation, and active-listening skills; comfortable presenting pricing and closing deals face-to-face.
• Ability to build rapport and trust quickly with homeowners from diverse backgrounds.
• Familiarity with CRM software and basic proposal/estimating tools (or willingness to learn company-specific systems).
• Valid driver's license and clean driving record; reliable transportation for in-home appointments.
• Ability to pass a background check and drug screening.
• Flexible schedule, including some evenings/weekends to accommodate customer availability.
• Self-motivated, goal-oriented, and comfortable working independently in the field.