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HVAC Comfort Advisor (Sales Rep) at Advantage Heating & Air

HireAligned

Job Description

Job Description

Position Overview

We are looking for a results-driven Comfort Advisor to help homeowners make confident decisions about their HVAC systems. This role focuses on in-home sales consultations , converting technician-generated leads into system replacements, upgrades, and long-term solutions.

You’ll combine technical understanding, strong communication, and a consultative approach to deliver the best outcome for both the customer and the company.

Key Responsibilities In-Home Sales Consultations
  • Meet with customers to assess heating, cooling, and indoor comfort needs

  • Perform system evaluations and recommend appropriate replacement or upgrade options

  • Design solutions including ducted systems, ductless systems, and add-ons (IAQ, zoning, etc.)

  • Present clear, professional proposals and explain options in a way customers understand

Lead Management & Follow-Up
  • Run leads generated by service and maintenance technicians

  • Follow up on open estimates and unsold opportunities

  • Maintain consistent communication with customers throughout the sales process

Sales Process & Documentation
  • Build and present proposals using ServiceTitan

  • Ensure all estimates, financing options, and notes are properly documented

  • Maintain accurate pipeline tracking and job statuses

  • Coordinate with design technician to ensure proper handoff to the installation team

Customer Education & Experience
  • Educate customers on system options, efficiency, rebates, and long-term value

  • Help customers understand repair vs. replace decisions without pressure

  • Provide a professional, trustworthy experience that builds long-term relationships

  • Represent the company brand with integrity and consistency

Performance & Goals
  • Achieve revenue and closing rate targets

  • Maintain strong average ticket and margin performance

  • Contribute to company growth through consistent sales production

  • Support membership growth and customer retention when applicable

Qualifications
  • Prior HVAC sales or in-home sales experience preferred

  • Strong communication and presentation skills

  • Ability to build rapport and trust quickly with customers

  • Comfortable discussing pricing, financing, and large purchase decisions

  • Experience with ServiceTitan or similar CRM is a plus

  • Valid driver’s license and clean driving record

What Success Looks Like
  • High close rates on technician-generated leads

  • Strong organization and follow-up on unsold opportunities

  • Clean, accurate proposals and documentation

  • Smooth handoffs to install team with minimal issues

  • Positive customer feedback and referrals

Compensation & Structure
  • Commission over base for the first 90 days, then commission only.

  • Performance incentives tied to revenue and closing percentage

  • Company vehicle (if applicable)

  • Ongoing training and development

Why This Role Matters

Your role directly drives company growth. By helping customers make informed decisions and turning opportunities into completed projects, you are a key link between field technicians, operations, and revenue generation .

Vacancy posted 16 days ago
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