Job Description
Residential HVAC Sales Associate Position Agreement
NOTE: The statements herein are intended to describe the general nature and level of work being performed by employees assigned to this classification. Such statements are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.
JOB TITLE: Residential HVAC Sales Associate
DEPARTMENT: Sales
REPORTS TO: Director of Sales
JOB SUMMARY:
Meets with potential customers to diagnose problem(s) and determine customers’ desired outcomes. Proposes solution(s) to resolve problem(s), brings sale to a close, writes and submits job proposal. Attends weekly meetings and trade shows. Supports the management and mission of the company.
ESSENTIAL JOB FUNCTIONS:
1. Drives to potential customers’ home to meet with them, builds rapport and demonstrates expertise in HVAC Replacement Systems and related services. Determines customer’s problem(s), needs, and desired outcome(s) by asking questions and completing a customer questionnaire Identifies problems and opportunities in the customer’s home and then proposes solution(s) to resolve problems and meet or exceed expected outcomes. Attempts to bring sale of solution to a close 100% of the time.
2. Writes job proposal for each job to include diagram(s), photographs, instructions, inventory needed, the customer “Job Work Sheet,” accomplish list, pricing lists and the total price of the job. Turns job proposals into Sales Lead Coordinator every 24 hours. Follows up by phone with Open Proposals and re-visits the customer as necessary to bring the lead to a final disposition. Responsible for assisting in the financing of a job and with collecting payment on past due accounts.
3. Attends weekly production, service and sales meeting. Attempts to meet and/or exceed sales goals.
4. Builds relationships and generates leads at trade shows during the year. Attends as requested and scheduled.
5. Regular and punctual attendance. Ability to legally drive a motor vehicle.
NECESSARY KNOWLEDGE, SKILLS, ABILITIES (KSAs) and TALENTS:
1. Knowledge of business principles and practices.
2. Knowledge of sales, marketing, and customer satisfaction theories and practices.
5. Knowledge of construction, HVAC related products, Heating and Cooling Load calculations, Ductwork sizing and troubleshooting and related Home Performance Solutions. Skilled in operating personal computer and programs.
6. Skill in rapport building, explaining features and benefits of solutions, and closing the sale.
7. Skill in reading, writing (legibly), and oral communication.
8. Ability to learn and understand the technicality of HVAC Equipment, Duct design and Home Performance systems.
9. Ability to make customer’s needs and desired outcomes very clear by being precise and thorough.
10. Possess talent and personal traits:
• Customer Focus
• Resiliency
• Results Orientation
• Diplomacy & Tact
• Goal Achievement
• Personal Accountability
• Continuous Learning
• Integrity
EDUCATION AND EXPERIENCE:
1. Two (2) years experience in customer service or related field.
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