What are the responsibilities and job description for the HVAC Sales - Comfort Advisor position at Trustal Recruiting?
Morgan Pro Services is a locally owned AC, heating, electrical, and remodeling company proudly serving Houston, Texas, and the surrounding metro area. Since 2012, we have fostered a referral-driven, family-centered culture that delivers personalized care and honest service to every client we serve.
Morgan Pro Services is a company where integrity is not just a talking point — it is how we operate every day, on every job.
If you are a relationship-first professional who believes the best sales approach is a genuinely honest one, we want to hear from you.
What You Will Do
- Respond promptly to leads provided by the company and guide clients through their options with clarity and honesty.
- Present repair vs. replacement options with transparent pricing, allowing clients to make informed decisions.
- Track and follow up on leads through completion using our CRM and service platforms, ensuring no opportunity is missed.
- Review past estimates, service tickets, and maintenance records to identify clients who may benefit from follow-up conversations.
- Proactively reach out to existing clients with aging equipment or unresolved issues.
- Develop relationships with neighbors of existing clients and other community contacts to generate organic referrals.
- Represent Morgan Pro Services in the community through networking, referral partnerships, and relationship-first outreach.
- Build lasting client relationships that reflect our family-centered culture and reputation for trustworthiness.
- Partner with technicians in the field to ensure a seamless client experience from first contact through job completion.
What we are looking for
- Proven background in consultative sales, client services, or a related field — HVAC industry experience is a plus, but not required.
- Strong communication skills — you can explain technical concepts in plain language with respect.
- Self-motivated and organized, with the ability to manage your own pipeline and follow-up cadence.
- Integrity-first mindset: you recommend what is right for the client, full stop.
- Valid driver's license with an insurable driving record.
- Familiarity with ServiceTitan or similar CRM/field service software.
- Established network in the Houston metro area.
- Background in relationship-based selling or referral-driven business development.
- Ability to leverage AI tools to maximize lead generation and conversion.
You are a culture match if you possess
- Strong communication: You speak clearly, listen well, and never leave a client confused about their options.
- Honesty: You tell clients what they need to hear, not just what they want to hear.
- Excellence: You take pride in the quality of every interaction, not just the outcome.
- Reliability: You follow through on every call-back, every appointment, and every commitment.
- Respect: You treat every client's home and situation with the same care you would want shown in your own.
- Service: You are proactive in your connections and measure success by how well the client was served, not just whether a sale was made.
- Teamwork: You work alongside technicians, office staff, and leadership as one team with one standard.
- 36,000-45,000 Base salary plus commission- OTE $150,000 (uncapped)
- Sign-On Bonus: Available — terms apply.
- Work Hours: Full-time with flexibility; some evening and weekend availability expected.
- Company vehicle.
- Company cell phone.
- Company uniform (shirt).
- Company-paid holidays.
- Unlimited time off options.
- Safe harbor 401(k) with company matching.
- Group-Term Life Insurance.
- Short-term and long-term disability insurance.
- AD&D insurance.
- Family-centered work environment with genuine growth opportunities.
Morgan Pro Services is an equal opportunity employer and a tobacco and drug free workplace.