Sales Representative – Service

Responsibilities

• Sources and contacts potential clients weekly, documents and reports on findings accurately, thoroughly and timely.
• Updates proposal log regularly.
• Works with other team members to generate more work for Services, creates higher profit‑margins and maintains margins for both maintenance and proposed work.
• Completes customer satisfaction sheets.
• Determines customer needs, estimates work, suggests upgrades, and develops/presents solutions based on the company's services offered.
• Monitors, reports and meets sales plan goals.
• Develops and maintains an active proposal backlog that will support achieving the designed sales plan.
• Develops long‑term relationships to create brand loyalty.
• Thoroughly learns the company's service offerings to explain to client and persuade sales.
• Assists team in creating and carrying out a successful sales strategy.

• Must have five (5) years' experience in HVAC, Mechanical or related sales, selling owner‑direct projects and maintenance agreements.
• Must have working knowledge of Microsoft Word, Excel, and PowerPoint.
• Must be organized and self‑motivated with the ability to source leads, make cold calls, follow up calls, and visit potential clients.
• Professional manner and appearance.
• Effective verbal and written communication skills.
• Detail‑oriented and willing to tackle various ongoing projects in a fast‑paced environment.
• Versed in the industry and the Company's competitors.
• Ability to multitask and perform duties outside of the scope of work when necessary.