HVAC Sales Representative

Position Summary

The Sales Representative is responsible for generating new business opportunities, maintaining customer relationships, and selling HVAC systems, products, maintenance agreements, and related services to residential and/or commercial customers. 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.

Essential Duties and Responsibilities

• 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.

Qualifications

• 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.

Knowledge, Skills, and Abilities

• 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.

Physical Requirements

• 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 and Benefits

• 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.

Performance Expectations

• 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