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

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.

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

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 .