Sales Representative -HVAC

Position Summary

This position plays a critical role in company growth by identifying customer needs, preparing estimates and proposals, and delivering exceptional customer service throughout the sales process.

The ideal candidate is motivated, customer-focused, knowledgeable about HVAC systems, and capable of building long-term client relationships while consistently meeting sales goals.

• Develop and maintain relationships with residential and commercial customers.
• Generate new business through networking, referrals, prospecting, and lead follow-up.
• Conduct on-site visits to evaluate customer HVAC needs and recommend appropriate solutions.
• Prepare accurate estimates, proposals, and sales presentations.
• Explain HVAC equipment features, financing options, warranties, and maintenance programs to customers.
• Collaborate with installation and service teams to ensure smooth project execution and customer satisfaction.
• Follow up with customers before, during, and after installations or service work.
• Maintain accurate customer and sales records within company CRM systems.
• Stay informed regarding current HVAC products, technologies, rebates, and industry trends.
• Meet or exceed monthly and annual sales goals.
• Participate in company meetings, training programs, and ongoing professional development.
• Ensure compliance with company policies, safety standards, and applicable regulations.

• High school diploma or equivalent.
• Previous sales experience preferred.
• Valid driver’s license with acceptable driving record.
• Strong communication, interpersonal, and customer service skills.
• Ability to build rapport and establish trust with customers.
• Basic computer and CRM proficiency.
• Ability to work flexible hours, including evenings or weekends as needed.
• Experience in HVAC, construction, in-home sales, or related industries.
• Knowledge of residential and/or commercial HVAC systems.
• Familiarity with load calculations, equipment sizing, and energy efficiency programs.
• Experience using sales software or estimating platforms.

• Strong negotiation and closing skills.
• Ability to explain technical information in customer-friendly language.
• Excellent organizational and time management abilities.
• Self-motivated with strong problem-solving skills.
• Ability to manage multiple projects and deadlines.
• Professional appearance and demeanor.

• Ability to travel to customer locations regularly.
• Ability to sit, stand, walk, bend, and drive for extended periods.
• Ability to occasionally lift up to 25 pounds.
• Ability to work in varying indoor and outdoor environments.

• Compensation may include:
• Base salary and/or commission structure
• Performance bonuses
• Health, dental, and vision insurance
• Paid time off and holidays
• Retirement plan options
• Ongoing training and career development opportunities

Work Environment

This position involves a combination of office work, customer site visits, and field-based sales activities. Employees may work in residential homes, commercial buildings, construction sites, and outdoor environments.

• Success in this role may be measured by:
• Sales revenue generated
• Close ratio and conversion rates
• Customer satisfaction ratings
• Maintenance agreement sales
• Lead response and follow-up performance
• Retention and repeat business