Comfort Advisor

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Comfort Advisor

General Job Function:This position is primarily responsible for selling profitable installation jobs.  Oversee jobs through scheduling, completion, collection, and referral.  Meet or exceed budgeted monthly sales.  Closing rate targets should be 70% for existing customers and 40% for new prospects.  A blended closing percentage should be above 67% with an ever-increasing average sale.

Minimum Qualifications:

  • 5+ years previous Sales experience
  • High School Diploma or GED
  • Basic computer application skills
  • Valid Driver’s license and reliable transportation
  • Well-groomed, drug-free, and dependable
  • Available to work some evenings and some Saturdays to accommodate customer’s schedule
  • HVAC/R or home improvement industry experience a plus

Competencies required:

  • Extraordinary Customer Service skills
  • Strong attention to detail and follow-up skills
  • Polished presentation skills
  • Exceptional negotiation & closing skills
  • Ability to multi-task handling multiple customers at one time
  • Lead management experience
  • Excellent planning and organization skills

Characteristics desired:

  • Self-motivated, energetic, confident and strong work ethic
  • Attitude for success
  • High Ethical Standards
  • Strong self confidence
  • Ability and willingness to learn and be a part of a team

Essential duties and responsibilities:

  1. Happily involve customers in new comfort systems.
  2. Execute sales presentations as outlined in Anthony PHC sales procedures, building the value greater than the customer’s investment.
  3. Maintain a professional attitude and appearance at all times.
  4. Always do what is best for the customer and remember the Company and your reputation are at stake.  Exhibit the utmost in integrity at all times.
  1. Customer Interaction:
    1. Assist customers to achieve healthy, comfortable, safe environments by asking “layering” questions to find out what their needs are.
    2. Obtain customer authorized agreement for all jobs over $1,000.
    3. Complete proposals and price jobs to our customers within the guidelines set forth by the Sales Manager and Company standards.
    4. Offer third party payment programs and follow through to verification of approval and proper paperwork.
    5. Actively pursue referrals from satisfied customers.
    6. Visit most of the jobs sold within one week of installation to assure quality, answer customer questions, collect and ask for referrals.
  2. Job Management:
    1. Ensure profitability of the department by accurately proposing all jobs, using book pricing, with the emphasis on quality and value.
    2. Review with Sales Manager or Installation Manager all jobs scheduled for duration longer than 5 days or over the amount of $12,000.
    3. Communicate with our support staff, in a timely and efficient manner details of jobs, financing and job scheduling.
    4. Submit via email the job packet with the sheet metal form in a timely fashion and describe in detail specifications to finish the job in the time allotted.
    5. Communicate to Installers the job requirements and expectations of the customer through verbal communication, pictures, drawings, and written forms.
    6. Maintain contact with Installers and customers during installation to ensure a quality system is installed.
  3. Growth Opportunities:
    1. Prospect for new customers by outbound calling or door-to-door 5 hours each week to increase customer base and personal income.
    2. Have a written business plan for each week, month and year.
    3. Accept On-Call duties in a rotation basis with other comfort consultants.
    4. Attend and participate in regular scheduled sales meetings, as well as special sales training opportunities as they arise.
    5. Any and all other duties as requested or assigned.

 

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