Comfort Advisor

Summary

As a Comfort Advisor you will be responsible for addressing all customer inquiries throughout the sales process. The Comfort Advisor maintains expert knowledge of company products and services and drives maximum profitability through in-home sales. The CA creates and facilitates all sales tickets, sales functions, and coordinates with all necessary parties to ensure that sales proceed smoothly and efficiently and to the customer’s satisfaction.

Essential Functions & Responsibilities

• Conduct warm in-home estimates to identify and determine HVAC system replacement solutions. No residential cold call visits.
• Sales of HVAC systems, including air conditioning units, heating units, package units, mini-splits, geo-thermal, RTUs, dehumidifiers, ductwork, and IAQ packages.
• Sales of residential and commercial service agreements and membership packages.
• Residential and light commercial appointment opportunities.
• Maintain accurate records of all sales and installation schedules.
• Adhere to safety protocols and regulations while working on HVAC estimates.
• Coordinate equipment ordering and staging for installation.
• Ongoing training and leadership development.
• Responsible for company-provided vehicle, gas card, cell phone, and tablet
  
  

Requirements

• Minimum of 3 years of experience as an HVAC Comfort Advisor, or in an HVAC-related field.
• Valid driver's license with a clean driving record.
• Strong knowledge of property maintenance practices.
• Excellent problem-solving skills and ability to work independently.
• Strong customer service skills and ability to communicate effectively with clients.
  
  

Benefits

We invest in the whole you — your health, your family, and your future. When you join us, you're not just getting a job — you're gaining a benefits package designed to support you at every stage of life.

• Medical Insurance: Comprehensive medical coverage with four plan options to fit every need and budget, including an HSA-eligible high-deductible plan and an FSA.
• Dental Insurance: Dental coverage with low weekly premiums.
• Vision Insurance: Vision coverage with low weekly premiums.
• Basic Life and AD&D Insurance: Company-paid basic Life and AD&D insurance.
• Long-Term Disability: Company-paid Basic Long-Term Disability coverage.
• Short-Term Disability: Optional Voluntary Short-Term Disability coverage.
• Additional Life Insurance: Optional additional life insurance coverage available.
• Retirement Plan: Traditional 401(k) and Roth 401(k) options with company match!
• Supplemental Health Plans: Including Accident, Critical Illness, and Hospital Indemnity Insurance, plus disability resource services, travel and beneficiary support services, pet health insurance, and PerkSpot — an exclusive employee discount program.
• PTO and Paid Holidays Available
  
  

This position description is intended to be dynamic and subject to change. Position requirements and essential functions may be altered from time to time based upon the needs of the organization and department. This position may be required to execute special projects or other related duties on occasion.