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Commercial HVAC Sales Representative

3 months ago

Altoona, United States Benedict Refrigeration Service, Inc. Full time
Job DescriptionJob DescriptionDescription:

Benedict Sales & Service is currently seeking a driven and experienced Commercial HVAC Sales Representative to join our team in Altoona, WI As a family-owned business, we take pride in our reputation for reliability, professionalism, and customer satisfaction. Come be a part of our continued success in the HVAC industry in this exciting role that offers continued growth and advancement opportunities


Position: Commercial HVAC Sales Representative

Department: Sales

Reports To: CEO or President/Owner

FLSA Status: Exempt

Full Time Status: Full-time

Experience Level: Experienced


Position Summary

The Commercial HVAC Sales Representative is responsible for the design and sale of heating, ventilation, and air conditioning (HVAC) systems to businesses, organizations, and commercial properties. This role requires a combination of sales acumen, HVAC mechanical expertise, and design proficiency to deliver high-quality solutions to commercial clients. This is an outside sales position, does not have direct reports, and performs work independently with limited supervision.


Essential Functions/Responsibilities

Prospecting and Lead Generation:

  • Identify and research potential clients in the commercial sector.
  • Generate leads through cold calling, networking, attending industry events, and leveraging online platforms.
  • Maintain a pipeline of prospects and follow up on leads in a timely manner.

Client Consultation and Needs Assessment:

  • Meet with potential clients to understand their HVAC requirements and assess their current systems.
  • Conduct on-site visits to evaluate existing HVAC systems, identify inefficiencies, and propose solutions.
  • Provide expert advice and recommendations to clients based on their specific needs, budget constraints, and engineering considerations.

Engineering and Design:

  • Collaborate with clients to develop customized HVAC system designs that meet their technical specifications, energy efficiency goals, and regulatory requirements.
  • Utilize engineering software and tools to create detailed system layouts, schematics, and specifications.
  • Work closely with our team to review designs, address technical challenges, and ensure compliance with industry standards and codes.

Proposal Development and Presentation:

  • Prepare accurate, comprehensive proposals outlining recommended HVAC systems, equipment, design specifications, and installation plans.
  • Present proposals to clients, highlighting the technical aspects of the design, energy efficiency benefits, and long-term cost savings.
  • Engage in technical discussions with clients to address their questions and concerns, and adjust proposals as needed to meet their requirements.

Sales and Contract Negotiation:

  • Negotiate pricing, terms, and contracts with clients to close sales deals while ensuring profitability and customer satisfaction.
  • Coordinate with internal stakeholders, including sales managers, engineers, and project managers, to finalize contracts and initiate project implementation.
  • Provide ongoing support to clients throughout the sales process, addressing any engineering or design-related inquiries and ensuring a smooth transition to project execution.
  • Meet or exceed sales targets and performance metrics on a consistent basis.

Project Management:

  • Serve as the primary point of contact for clients throughout the project lifecycle, from sales handoff to project completion.
  • Develop project schedules, allocate resources, and coordinate activities to ensure timely delivery of HVAC solutions.
  • Monitor project progress, identify potential risks or obstacles, and implement corrective actions to keep projects on track.
  • Communicate regularly with clients, contractors, and internal teams to provide updates, address concerns, and resolve issues as they arise.

Relationship Management and Market Research:

  • Cultivate and maintain strong relationships with clients, contractors, architects, and other internal and external stakeholders in the commercial construction industry.
  • Maintain detailed records of sales, client, and vendor relationship activity.
  • Serve as a brand ambassador to promote a positive company image and brand growth.
  • Stay informed about industry trends, new technologies, and competitor offerings in the commercial HVAC market. Notify clients of new products that may be of interest.
  • Attend trade shows, manufacturer training, and other industry-related events both as a vendor and customer.
  • Conduct market research and competitive analysis to identify potential business opportunities and differentiate our offerings.
  • Set and achieve individual goals and support department goals by contributing to a team environment.

Marginal Functions/Responsibilities

  • Other duties as assigned by authorized personnel.


Requirements:

Education/Training Requirements

  • Minimum 5 years HVAC industry knowledge with proven experience in HVAC sales, engineering, and project management required.
  • Associate’s or equivalent degree in an HVAC related program desired.
  • Willingness to travel as needed required.

Licensing Requirements

  • Valid Class D driver’s license and commercial insurability required.
  • EPA Universal Certification desired.


Skills/Abilities Requirements

  • Strong understanding of HVAC systems, engineering principles, design standards, and mechanical code.
  • Excellent interpersonal, customer service, sales, presentation, and negotiation skills.
  • Excellent organizational skills, accuracy, and attention to detail.
  • Ability to learn, understand and communicate company products and services.
  • Ability to manage multiple projects simultaneously, prioritize tasks, and meet deadlines.
  • Ability to perform effectively in a fast-paced and at times stressful environment.
  • Computer proficiency with the ability to effectively learn new software applications independently including HVAC design tools.

LANGUAGE SKILLS

  • Ability to read, write and comprehend simple instructions, short correspondence, and memos.
  • Ability to effectively present information in one-on-one and small group situations to customers and other employees of the organization.

MATHEMATICAL SKILLS

  • Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.

REASONING ABILITY

  • Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
  • Ability to deal with problems involving several concrete variables in standardized situations.


Physical Demands

Stationary Position Able to remain in a stationary position 50% of the time.

Move Frequently required to stand, walk, bend, crawl and sit.

Operate Frequently operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer. Frequently operates a motor vehicle.

Ascend/Descend Occasionally ascends/descends a ladder to maneuver around equipment and commercial buildings including rooftops.

Positions self Occasionally required to work in restricted spaces, from a prone position.

Communicate Able to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.

Observe/Inspect Able to observe details at close range, distance range, peripherally and with the ability to adjust focus.

Transport Must be able to frequently lift and/or move up to 25 pounds. Occasionally required to lift/push/carry up to 50 pounds.

Exposed to Occasionally exposed to outdoor weather conditions.


WHAT WE OFFER

  • Competitive compensation based on experience
  • Medical, dental, vision and supplemental insurance offerings
  • HSA (Health Savings Account)
  • 401K with employer match
  • Profit sharing
  • Paid Time Off
  • Weekly paycheck
  • Company swag and uniform programs
  • Educational assistance
  • Employee support services
  • Company provided cell phone for qualifying positions
  • Company provided vehicle for qualifying positions
  • Experienced support team
  • Continuous training & development
  • Advancement opportunities and more

WHO WE ARE?

Benedict Sales & Service, Inc., is a leading commercial mechanical contractor with operations throughout central and northern Wisconsin and eastern Minnesota. We are family owned and have been in business since 1938 We offer dynamic service and installation departments encompassing craftspeople in food service equipment, refrigeration, HVAC, metal fabrication, and beer/beverage systems all of which are supported by our experienced office support teams located in Altoona, WI, West Salem, WI, and Winona, MN


WHY YOU’LL LOVE IT HERE

At Benedict Sales & Service, we go the extra mile – to connect business to family. This is our purpose statement and standard of business; it’s who we strive to be day in and day out. Go the extra mile, might speak for itself, as we always want to go above and beyond the normal expectations. To connect business to family, speaks to how we go about our daily business. We need to always stay mindful of good business practices, but we strive to run those business practices through a family lens. We all want the best for our families, so why not conduct business in that same manner. Whether it is how we treat our staff or how we treat our customers, we want them all to know we have their best interests in mind as we strive to treat them like family.


Benedict Sales & Service is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.