Sales Plumbing Advisor

Job Description

Successful service industry plumbing companies need a great plumber with professional customer service and trade skills to handle the service needs of customers.

• Receive and answer all incoming telephone calls and messages from Dispatch/management daily to coordinate schedule and support the needs of the business.
• Utilize dispatch software as needed to create invoices, document job history through notes and photographic documentation, travel ETA, and job progress before dispatching to the next one.
• Handle calls for a variety of customer needs.
• Diagnose a variety of issues successfully.
• Communicate value levels of different options.
• Educate and support customers in decision‑making.
• Appropriately use supplies for each job and communicate on supply usage.
• Install jobs to meet code quality expectations and professionalism.
• Show installation throughout before and after method.
• Communicate with dispatch software on successful completion.
• Maintain company vehicle responsibilities: keep a valid driving license, maintain personal driving records, ensure vehicle safety, and secure staging. Take‑home privilege is based on sales goals and safe behavior.
• Handle all interactions with customers professionally in keeping with company standards.
• Attend and participate in mandatory training.
• Maintain safety expectations of Oak Plumbing at all times.
• Complete other duties assigned by management.

• Maintain job average closing ratio above 75% minimum.
• Maintain minimum monthly sales above $75,000.
• Maintain a minimum margin of 60%.
• Review sales performance with management monthly and quarterly for opportunities and performance.

• Train other Oak Plumbing staff on procedures, tactics, and KPIs for successful sales.
• Direct and follow up with installation personnel to manage completion of sold work, noting and recording issues that require intervention and resolution.

• Mechanical plumbing knowledge.
• Positive communication skills.
• Organization and follow‑up.
• Knowledge of Service Titan.
• Ownership of own tools and equipment.
• Exemplary record of sales and customer service.
• Empathic communication techniques.
• Sales techniques and person‑to‑person communication.
• Lifting 80+ lbs regularly, crawling, twisting, and working in tight confined spaces.

• As Sales Advisor: amount above base commission conditional on completion of expectations.
• Job detail level, pictures, billing meeting margins, cost of materials