HVAC Sales and Service Representative

6 days ago

Elizabethtown, Pennsylvania, United States Home Climates Inc Full time
About the Role

We are seeking a highly motivated and results-driven In-Home Sales and Comfort Specialist to join our team at Home Climates Inc. As a key member of our sales team, you will be responsible for developing profitable sales and acquiring customers through our established sales and marketing program.

Key Responsibilities
  • Develop profitable sales and acquire customers through our established sales and marketing program.
  • Make recommendations to customers regarding different options to resolve their wants and needs.
  • Identify new business opportunities by performing direct sales activities and provide support to administrative personnel as requested.
  • Communicate proper operation and owner's maintenance of installed equipment to customers.
  • Answer related questions regarding operation, features, and functions to homeowners.
  • Perform required documentation for each installation and have clients sign necessary paperwork, and collect payments as directed.
  • Develop self-generated leads through networking, data mining, and referral generation from previous clients.
Requirements
  • Customer service orientation
  • Ability to increase revenue from established customers and generate additional revenue from new customers using proper sales techniques, problem-solving skills, and account management.
  • Develop estimates for projects sold as this will become the budget for the job.
  • Perform 'Whole House Diagnostics' to accurately size and design HVAC and plumbing systems and equipment.
  • Follow-up on all leads, proposals, and potential sales until closed or lost.
  • Track lost sales.
  • Self-Generate 25% of all leads.
  • Update the Customer Relationship Management (CRM) system for each interaction.
  • Determine customer satisfaction with follow-up on all installation/services sold, phone calls at 7, 30, 90, and 365 days after completion.
  • Have a good working knowledge of our products and services being offered and this may require additional study and training both on and off site.
  • Become knowledgeable of various municipalities plan requirements, permit requirements, and submittal processes.
  • Communicate with Field Installation Supervisor throughout each project to assure proper, prompt completion of the job.
  • Continuously improve knowledge of construction in general, and how Home Climates operates to benefit the customer.
  • Establish goals and objectives as they relate to the position, along with a plan of action to attain or exceed set goals.
  • Regularly review and monitor progress against goals and seek assistance as needed.
  • Communicate effectively with associates, superiors, vendors, and customers.
  • Ask and obtain customer referrals and web recommendations.
  • Possess superior interpersonal skills.
  • Should be able to read and interpret blueprints and technical drawings and specification.
  • Must be able to accurately list/order materials and supplies for use on the job.
  • Must be able to work under time and budgetary constraints and pressures.
  • Efficiently manage his/her time and schedules.
  • Be computer literate to the extent necessary to fulfill this function.
  • Knowledge of Excel and Word is required.
  • Should also be very familiar with the use of smart phones, email, and Outlook.
  • Must be capable of understanding client needs, and favorably influencing their decision.
  • Constantly be learning through training from suppliers, trade shows, seminars, independent study, and other employees.
  • Clean, neat, professional appearance.

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