Comfort Advisor

Job Description

The Comfort Advisor is responsible for helping homeowners find the best heating, cooling, and indoor air quality solutions for their needs. This role involves conducting in-home consultations, evaluating customer comfort concerns, designing system replacement options, presenting solutions, and closing sales while providing an exceptional customer experience.

The ideal candidate is a strong communicator, relationship builder, and problem solver who is motivated to help customers improve their comfort, efficiency, and indoor air quality.

• Meet with homeowners for scheduled appointments.
• Conduct detailed home comfort evaluations.
• Assess existing HVAC equipment and system performance.
• Identify comfort issues, energy efficiency concerns, and indoor air quality opportunities.
• Build trust and educate customers on available solutions.

• Design HVAC replacement and upgrade solutions.
• Recommend equipment based on customer needs, budget, and home requirements.
• Present multiple options and explain features, benefits, warranties, and financing.
• Ensure all proposed solutions meet company quality standards.

• Present proposals professionally and confidently.
• Answer customer questions and overcome objections.
• Assist customers in selecting the best solution.
• Secure signed agreements and deposits.
• Maintain target closing ratios and sales goals.

• Deliver a five-star experience from consultation through installation.
• Communicate clearly and professionally.
• Follow up with customers as needed.
• Coordinate with operations and installation teams to ensure smooth project execution.

• Maintain accurate customer records.
• Update CRM with appointment notes, proposals, and sales outcomes.
• Submit completed paperwork promptly.
• Ensure financing applications and required documentation are completed correctly.

• Participate in ongoing sales and product training.
• Stay current on HVAC equipment, rebates, tax credits, and financing programs.
• Learn company processes and sales systems.

• Valid driver's license and clean driving record.
• Excellent communication and interpersonal skills.
• Strong presentation and closing abilities.
• Professional appearance and demeanor.
• Basic computer and CRM proficiency.
• Ability to work evenings and occasional weekends.

• HVAC sales experience.
• In-home sales experience.
• Knowledge of residential HVAC systems.
• Experience with financing programs.
• Experience using Service Titan or similar CRM platforms.

• Close rate
• Average sale amount
• Revenue generated
• Financing utilization
• Customer satisfaction score
  
  Review generation
• Proposal-to-sale conversion rate

Leo's Heating & Cooling is a family-owned HVAC company dedicated to delivering expert care for perfect air through high-quality heating, cooling, and indoor air quality solutions. We combine honest recommendations, skilled craftsmanship, and exceptional customer service to help homeowners achieve year-round comfort while building lasting relationships based on trust and reliability.