Comfort Advisor

What You’ll Do

• Conduct in-home consultations with homeowners to understand their comfort needs, concerns, and goals
• Evaluate existing HVAC systems and identify opportunities for replacement, upgrades, and improved comfort
• Present customized heating, cooling, and indoor air quality solutions
• Clearly explain equipment options, benefits, pricing, and financing solutions
• Build trust and strong relationships with homeowners throughout the sales process
• Confidently present recommendations and ask for the sale
• Follow up with customers as needed to move opportunities toward completion
• Maintain accurate customer and sales information in the CRM
• Meet or exceed established sales and revenue goals
• Work closely with installation, service, and office teams to ensure a smooth customer experience
• Maintain a professional appearance and represent the company with integrity
• Stay current on HVAC products, financing options, sales techniques, and company processes

What We’re Looking For

Must Have:

• Proven track record of meeting or exceeding sales goals
• Strong consultative selling and relationship-building skills
• Ability to present solutions clearly and confidently ask for the sale
• Experience conducting in-home customer appointments
• Strong communication and presentation skills
• Basic proficiency with CRM systems and mobile technology
• Valid driver's license with an acceptable driving record
• Ability to work evenings and Saturdays as needed
• Comfortable working in a performance-based compensation environment

Preferred – A Plus, But Not Required:

• Previous HVAC Comfort Advisor or residential HVAC sales experience
• Knowledge of residential heating, cooling, and indoor air quality systems
• Experience presenting financing options and monthly payment solutions
• Experience with both lead-generated and self-generated sales
• Experience using ServiceTitan or similar field service software
• Experience selling maintenance memberships or service agreements
• Previous experience in roofing, windows, solar, bath remodeling, or other home improvement sales
• HVAC technician experience with an interest in transitioning into sales

What Success Looks Like

• Builds genuine trust with homeowners and creates a positive buying experience
• Consistently meets or exceeds sales goals
• Listens carefully and recommends solutions based on the customer's needs
• Communicates confidently without being pushy
• Follows the sales process and uses technology and CRM tools effectively
• Takes coaching well and continuously works to improve
• Maintains strong follow-through from the initial appointment through the sale
• Takes ownership of the customer experience and works well with the entire team
• Is motivated by performance and excited about the opportunity for uncapped earning potential