HELP WANTED: Residential HVAC Salesperson – Estimator

As a Residential HVAC Sales Representative for Sensible Heating and Cooling (SHC), your responsibilities will include generating new customer leads; forming positive relationships with clients; recommending and selling heating, ventilation, and air conditioning (HVAC) services and products to new prospects and current clients. You will also work with and assist highly skilled HVAC specialists who can design, install, troubleshoot, and repair HVAC systems. 

The ideal candidate will have the following skills, qualities and abilities: 

SKILLS AND QUALITIES 

  • Have a strong desire to help improve the lives of clients through providing quality HVAC solutions. 
  • Must be a team player who understands the value of working together to accomplish common goals. 
  • Be a skilled communicator, both verbally and in writing, and have a desire to continuously improve. 
  • Have a positive, can-do attitude and willingness to work through challenges as they arise. 
  • Have a technical mindset and be able to understand mechanical, electrical and building concepts. 
  • Be able to complete field investigations which may involve getting into crawlspaces and attics. 
  • Have at least five years of HVAC field experience as an installer and / or technician. 
  • Be knowledgeable about mechanical and building codes related to HVAC. 
  • Proficient in math skills related to estimating, load calculations and performing basic design. 
  • Be familiar with MS Word, Excel, One Drive and other Microsoft products. 
  • Have basic skills related to using service or CRM software. Service Titan skills are a plus. 
  • Be willing and open to being coached and working to improve communication and technical skills. 

JOB DUTIES and RESPONSIBILITIES 

  • Understand the company’s Mission Statement and desired business goals. 
  • Work with the Sales Manager to create an individual sales plan for professional development. 
  • Organize and follow up sales leads that are either self-generated or provided by the company.
  • Continually track status of prospects in the sales pipeline. Maintain sales momentum with prospects. 
  • Follow the replacement selling system as established and coached by the SHC Sales Manager. 
  • Position requires frequent travel to meet with clients, but initial contacts may be from office or from home. 
  • Qualify potential prospects on the phone or in person to understand if there is a potential fit between the prospect and what SHC offers its clients. 
  • Meet with prospects in their homes to understand their HVAC pain points. Develop rapport to understand the prospects’ budget requirements. Salesperson will be able to ask relevant questions, listen to answers, then explain general HVAC concepts and potential solutions that may fit within the prospects’ budget. 
  • Once prospects have identified and expressed a strong desire to work with SHC, provide detailed quotes, using sales tools such as BizPro, estimating spreadsheets, load calc software and proposal templates. 
  • After a sale is made, the salesperson will complete necessary paperwork to turn the client’s work over to the installation team. Salesperson will follow turnover procedure established by the Operations Manager, and work with subcontractors and homeowners to make sure the scope of work is clear to everyone. 
  • Salesperson will follow up with clients during and after the work is performed to facilitate communication and to ensure client satisfaction. Prospect for new referrals from satisfied clients. 
  • Continue to learn and grow professionally in all areas that will help the salesperson and the company to grow and to thrive. 
  • Position includes a base salary, commissions, vehicle allowance and company benefits. 

About Sensible Heating & Cooling

For us, Sensibility is a way of life. Our form is function, and we want to equip you with the right information so you feel empowered to make the right decisions for your home. If you want to work with a premier heating and cooling company that you can trust, you want Sensible.

To learn more about our services and have any questions answered, contact us today.

We have integrity. We build trust. We give you comfort.

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