Comfort Consultant

Comfort Consultant

About the Role The Comfort Consultant is a dedicated in-home sales professional responsible for driving new equipment and service sales within an assigned trade: HVAC, plumbing, or electrical. You will meet with residential customers, assess their needs, present solutions, and close sales that deliver real value to homeowners while hitting the revenue and margin targets the business depends on. This is a performance-driven role for someone who combines genuine customer care with a relentless desire to win.

Key Responsibilities

• In-Home Sales: Conduct in-home consultations with residential customers to understand their needs, assess their current systems, and present tailored solutions across your assigned trade.
• Needs Assessment: Perform thorough on-site evaluations to identify issues, recommend appropriate equipment or services, and develop accurate proposals that reflect the scope of work required.
• Solution Presentation: Present and explain the features, benefits, and value of recommended products and services clearly and confidently, addressing customer concerns and objections with expertise and empathy.
• Proposal and Agreement Management: Prepare accurate, detailed proposals, contracts, and sales agreements. Ensure all documentation is complete and compliant with company standards.
• Pipeline and Follow-Up: Proactively manage a sales pipeline by following up on leads, referrals, and unconverted estimates. Maintain accurate records of all customer interactions and sales activity in CRM.
• Installation Handoff: Collaborate with the installation team to ensure a smooth project handoff and exceptional customer experience through completion.
• Relationship Building: Develop and maintain strong relationships with new and existing customers, generating repeat business and referrals through consistent service and follow-through.
• Market and Product Knowledge: Stay current on trade-specific products, industry trends, and financing options to deliver informed, confident recommendations to every customer.

Qualifications

• Proven experience in residential in-home sales, preferably in HVAC, plumbing, or electrical services
• Strong sales track record with demonstrated ability to meet and exceed sales targets
• Technical knowledge of residential systems within the assigned trade
• Excellent interpersonal and communication skills with the ability to build trust and rapport quickly with homeowners
• Confident, persuasive presenter who can explain complex concepts in plain language
• Customer-centric mindset with a commitment to doing right by the homeowner
• Proficiency in CRM software and sales tools
• Valid driver's license and clean driving record

Who You Are

You are a clear communicator who puts employees and partners first, a creative problem-solver who doesn't let things linger, and someone who moves fast without cutting corners. Above all, you hold yourself to a higher standard. In your work, your judgment, and how you treat people.

What Onboarding Looks Like

In your first 30 days, you will learn our products, pricing, financing options, and sales process while beginning to run appointments with support from your sales manager. By day 60, you will be running appointments independently and building your pipeline with consistent follow-up and conversion activity. By day 90, you are a fully productive Comfort Consultant hitting your sales targets, managing your pipeline with discipline, and delivering a customer experience that generates repeat business and referrals.

The 5 Big Things What Success Looks Like

You close at a high rate: Success means your close rate is consistently at or above benchmark because you run a thorough, trust-based sales process that gives customers the confidence to move forward.

Your average ticket reflects the value you deliver: Success means your proposals are comprehensive, your recommendations are right for the customer, and your average sale reflects the full scope of what the homeowner needs.

Your pipeline never runs dry: Success means you are actively generating and following up on leads, referrals, and unconverted estimates so your appointment volume stays consistent regardless of what marketing delivers.

Customers come back and refer others: Success means the customers you sell become advocates for the brand because you were honest, thorough, and delivered exactly what you promised.

The install team inherits a clean job: Success means every project you close is properly documented, scoped accurately, and handed off in a way that sets the installation team up for a smooth, profitable job.

About Legacy Service Partners

Legacy Service Partners (LSP) is a national leader in residential HVAC, plumbing, and electrical services. Since 2021, we've partnered with over 30 local brands across 19 states and we're growing fast. We exist to serve our partners and fuel their success: providing the resources, infrastructure, and expertise that help local brands better serve their employees, customers, and communities. We operate at the speed of a startup with the backing of an institutional investor. Our culture is built on three values we live every day: We Win Together, Today Not Tomorrow, Performance Not Politics. That means performance pay tied directly to results, real benefits you'll actually use including fully employer-paid medical, dental, and vision options, a 401(k) with company match, and continuous investment in your growth through training and education stipends. If you want to do meaningful work at scale, you've found the right place.