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Residential HVAC Sales Consultant

2 months ago

Fort Myers, Florida, United States Elevate Home Services Full time
Job Description

Elevate Home Services is a rapidly growing residential HVAC company with a commitment to excellence. Our proven leadership team has successfully launched and managed multiple mid-market companies nationwide. We take pride in taking care of our customers and employees and believe in fostering a work-life balance that empowers individuals to thrive.

Key Responsibilities
  • Oversee the entire lifecycle of HVAC Sales projects, including bidding and execution.
  • Conduct in-home assessments of HVAC equipment, considering system type, age, customer preference, etc.
  • Effectively communicate customer preferences and requirements, proposing tailored solutions.
  • Collaborate with customers to design projects and identify optimal solutions.
  • Prepare and deliver persuasive sales presentations.
  • Assist customers in securing financing options for HVAC projects when necessary.
  • Maintain up-to-date records of customer interactions, project details, and sales progress.
  • Act as a liaison between customers and the company to address any concerns or inquiries promptly.
  • Cultivate and manage customer relationships to foster long-term satisfaction.
  • Manage scheduling, change orders, submittals, and close-out documentation.
  • Engage in ongoing training to continually improve sales skills and product knowledge.
Requirements
  • Minimum of one (1) year of residential HVAC sales experience, mandatory.
  • A minimum of two (2) years of in-home sales experience.
  • Proven track record of meeting or exceeding sales targets and quotas.
  • Valid driver's license and ability to pass a background check.
  • Detail-oriented with the ability to accurately assess customer needs and propose tailored solutions.
  • Preferred experience with CRM systems, such as Salesforce or ServiceTitan.
  • A strong local reputation and knowledge of the service areas is highly desirable.