Position Purpose (Summary)

The function of this position is to:

• Develop profitable sales and acquire customers through our established sales and marketing program.
• Technical and sales training/support provided to give you every chance to prosper.
• Make recommendations to the customer regarding the different options they have to resolve their wants and needs.
• Identify new business opportunities by performing direct sales activities and provide support to the administrative personnel as requested.
• Communicate proper operation and owner’s maintenance of the installed equipment to the consumer.
• Answer related questions as to operation, features, and functions to the homeowner.
• Perform required documentation for each installation and have client sign necessary paperwork, and collect payments as directed.
• Develop self-generated leads through networking, data mining (from existing client records), and referral generation from previous clients,

In-Home Salesperson/Comfort Advisor Responsibilities/Duties/Functions/Tasks

• Customer service orientation
• Increase revenue from established customers and generate additional revenue from new customers by 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, proposal, 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,
  1.  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 Trusted Heating & Cooling Solutions 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
• Other duties as assigned