Service Sales Representative

Position Purpose

The role of the Service Sales Representative is to drive new sales for the company in a professional manner consistent with the company’s integrity and customer-care standards. Determine needs and provide solutions that solve the customer’s issues and generate a high rate of referral-based sales.

Nothing herein is intended to create a contract of employment or to guarantee employment for a definite duration.

Hoffman Mechanical Solutions, a division of Hoffman & Hoffman, Inc., is a company focused on being #1 in the HVAC industry in providing the most innovative HVAC solutions through superior design and customer service.

• Present in-person proposals at Customers’ facility
• Perform sales presentations, as outlined in company selling process, using approved company presentation materials and methods
• Educate potential customers on value
• Refine communication skills and improve customer satisfaction processes
• Keep appointments with customers as scheduled
• Participate in training as requested and needed
• Must demonstrate learning-retention and field-level application of knowledge and skills attained from all trainings provided
• Transfer all required information / communications after the call based on company process standards, this includes all pictures of the job and all necessary notes, drawings etc., to adequately communicate the job to the operations department in order for them to make the perfect installation; completing required sales reporting; being available to answer questions that may arise; and returning to completed jobs for quality checks, plant referral seeds
• Stay in contact with the office and work from the office when not in the field
• Follow company procedures for generating referrals
• Participate in sales meeting
• Represent the company in a professional manner consistent with the company’s integrity and customer-care standards
• Other duties as assigned

• 5+ years’ experience in sales, preferably HVAC, Construction or Service
• Bachelor’s Degree (preferably in engineering, math, or the sciences)

• Strong verbal and written communication skills (via phone, email and in-person)
• Excellent organizational skills with an ability to think proactively and prioritize work
• High attention to detail and accuracy
• Professional appearance is a must
• Must be mechanically inclined and possess a strong understanding of the psychology of sales
• Solid organizational and sales pipeline management skills
• Strong problem solving and analytical thinking skills
• Work independently and with team; consistently meet deadlines.
• Demonstrate sound judgment and good decision-making skills
• Must be well organized and a “go-getter”
• Must be comfortable with all levels of people including all levels of clients
• High Energy – able to manage multiple projects in a fast-paced environment
• Ability to work occasional evenings and weekends
• Ability to travel occasionally, with some overnight stays
• Successfully build relationships (including remotely); strong people skills.
• Provide prompt solutions, highly responsive and superior customer service to inquiries and requests
• Ability to effectively use Excel, Word, Outlook, and basic computer skills or the ability to learn them quickly
• Ability to effectively lead small teams
• Must possess a valid drivers license

• Frequency of meeting target revenue goals
• % of leads that should be self-generated leads/referrals
• Lead Generation processes done consistently
• Proficiency with Company provided technology
• Completeness of sales documentation and paperwork
• Number of jobs sold without error or omissions

• While performing the duties of this job, the individual, will be required to visually inspect all areas of customer sites, this requires the use of step ladders and occasionally lifting up to 30lbs
• Use of sight, touch and hearing senses will be required including but not limited to close vision, distance vision, color vision, peripheral vision and sense of touch
• Proper PPE may be required in commercial environments (hard hat, safety…