HVAC Sales Representative

Job Description

Job Description

HVAC Sales Representative

POSITION SUMMARY :

The HVAC Sales Representative will manage the process and procedure for quoting and providing service sales, equipment install and retrofit sales and planned maintenance agreements to new and prospective clients. The HVAC Sales Representative will generate new customer leads and form a positive relationship with each customer.

REASONABLE ACCOMODATION STATEMENT :

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

SUPERVISORY RESPONSIBILITIES :

None.

DUTIES INCLUDE:

·       Meeting with customers to provide pricing and proposal options for service and planned maintenance agreements.

·       Inspect Buildings to prepare HVAC maintenance agreements and records.

·       Continually maintain a professional and courteous relationship with customers and respond promptly when required.

·       Work directly with the Service Manager on HVAC general maintenance bids.

·       Work closely with other managers and account representatives to ensure total customer satisfaction.

·       Work with accounting and dispatch to setup customer profiles and contracts accordingly.

·       Generate and qualify leads.

·       Source and develop client referrals.

·       Prepare sales action plans and strategies.

·       Schedule sales activity.

·       Develop and maintain a customer database.

·       Make sales calls to new and existing clients.

·       Negotiate with clients.

·       Develop sales proposals.

·       Prepare and present sales agreements.

·       Maintain sales activity records and prepare sales reports.

·       Respond to sales inquiries and concerns electronically or in person.

·       Ensure customer service satisfaction and good client relationships by follow up on sales activity.

·       Maintain sales activity and customer information in sales data base.

·       Participate in sales events.

QUALIFICATIONS:

·       Strong communication skills.

·       3 to 5 years of experience with Commercial HVAC systems required.

·       Extremely organized and highly motivated.

·       Experience giving presentations to clients.

·       Strong customer service skills.

·       Experience with Microsoft Office.

·       Experience in making presentations.

·       Proven ability to achieve sales targets.

·       Planning and strategizing.

·       Strong negotiation skills.

PHYSICAL ACTIVITIES :

·       Constantly moving self in different positions to accomplish tasks in various environments including tight and confined spaces.

·       Occasionally remaining in a stationary position.

·       Constantly standing or sitting for prolonged periods.

·       Constantly moving about to accomplish tasks or moving from one worksite to another.

·       Constantly adjusting or moving objects up to 20 pounds in all directions.

·       Constantly communicating with others to exchange information.

·       Constantly repeating motions that may include the wrists, hands and/or fingers.

·       Constantly assessing the accuracy, neatness and thoroughness of the work assigned.

ENVIRONMENTAL CONDITIONS:

·       Occasionally low temperatures.

·       Occasionally high temperatures.

·       Occasionally outdoor elements such as precipitation and wind.

·       Occasionally hazardous conditions.

·       Occasionally Poor ventilation.

PHYSICAL DEMANDS:

·       Occasionally sedentary work that primarily involves sitting/standing.

·       Constantly light work that includes moving objects up to 20 pounds.

·       Occasionally medium work that includes moving objects up to 50 pounds.

·       Occasionally heavy work that includes moving objects up to 100 pounds or more

·       Occasionally small and/or enclosed spaces.

·       Never no adverse environmental conditions expected.