What are the responsibilities and job description for the Comfort Advisor position at Whalen & Ives?
Comfort Advisor
The Comfort Advisor is responsible for providing in‑home consultations, educating customers on comfort solutions, and recommending systems that enhance indoor air quality, safety, and energy efficiency. This role requires exceptional communication skills, technical understanding of HVAC systems, and the ability to build trust while guiding customers through the decision‑making process.
Responsibilities:
- Educate homeowners on modern HVAC comfort systems, efficiency options, indoor air quality solutions, and system benefits
- Conduct comfort and safety assessments by asking targeted questions to understand customer needs
- Explain findings and system recommendations in a clear, easy‑to‑understand manner.
- Prepare professional HVAC system proposals following company pricing standards and manufacturer guidelines
- Obtain customer approval and signed agreements for recommended systems and services
- Ensure all proposals are accurate, profitable, and aligned with company value and quality standards
- Maintain a professional appearance, attitude, and communication style in all customer interactions
- Conduct follow‑up site visits to ensure satisfaction, installation readiness, and project accuracy
- Maintain contact with customers throughout installation to confirm their expectations are met
- Review project details with the department manager for quality and accuracy
- Communicate system specs, installation details, financing information, and scheduling needs to support staff in a timely manner
- Submit photos, forms, and documentation promptly to ensure projects flow smoothly
- Provide installers with complete job details using written instructions, drawings, photos, and verbal guidance
- Stay in communication with installation teams throughout the job to support a high‑quality installation
- Actively seek referrals from satisfied homeowners
- Prospect for new customers through outbound calls and follow‑ups
- Participate in company sales meetings, HVAC product training, and technical training sessions
Qualifications:
- Strong interpersonal, communication, and consultative sales skills.
- Ability to explain HVAC concepts clearly to non‑technical customers.
- Detail‑oriented, organized, and able to manage multiple appointments.
- Valid driver’s license and clean driving record.
- Previous HVAC or in‑home sales experience is highly preferred.
Compensation:
- This position is commission‑only
- Uncapped earnings
- Performance bonuses and spiffs available
- This is a commission‑only sales position. Comfort Advisors earn income solely through closed sales with uncapped earning potential, performance bonuses, and referral incentives
What We Offer:
- Medical, Dental, and Vision Insurance: Affordable, comprehensive coverage
- 401(K) with Company Match: Plan for your future with confidence
- Company-Paid Long-Term Disability & Life Insurance: Security and peace of mind
- Voluntary Short-Term Disability & Life Insurance: Additional protection tailored to your needs
- Paid Time Off: Vacation, holidays, and sick time to support work-life balance
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Join our team at Whalen & Ives and become part of a company that values both its customers and employees. Apply today to start your career with a leading home services provider and be part of the Apex Service Partners network!
Whalen & Ives is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.