Comfort Advisor

Key Responsibilities

• Run company-provided residential HVAC replacement and sales leads.
• Meet with homeowners to identify comfort concerns, equipment needs, and budget considerations.
• Evaluate existing HVAC systems and recommend appropriate replacement or upgrade options.
• Perform accurate measurements and gather information needed to properly quote HVAC systems.
• Present multiple equipment and financing options to customers.
• Clearly explain system features, benefits, warranties, efficiency ratings, and available upgrades.
• Prepare professional proposals and estimates.
• Follow up on outstanding estimates and unsold opportunities.
• Consistently work toward company sales, revenue, and close-rate goals.
• Build trust with customers through professional, honest, and knowledgeable recommendations.
• Clock sold jobs with the installation and office teams.
• Ensure job information and customer expectations are accurately communicated prior to installation.
• Maintain accurate customer, lead, estimate, and sales information in the company's CRM.
• Follow established sales processes and company pricing guidelines.
• Maintain communication with customers throughout the sales process.
• Identify opportunities for indoor air quality products and other appropriate comfort solutions.
• Participate in sales meetings, training, coaching, and performance reviews.
• Maintain strong knowledge of HVAC equipment, products, financing programs, rebates, and industry trends.

What We're Looking For

• Previous HVAC sales, Comfort Advisor, or residential in-home sales experience strongly preferred.
• HVAC industry knowledge is highly preferred.
• Proven ability to build relationships and close sales.
• Strong communication and presentation skills.
• Comfortable discussing pricing and financing with homeowners.
• Able to explain technical HVAC information in a way customers can easily understand.
• Strong follow-up and organizational skills.
• Self-motivated and driven by measurable results.
• Comfortable being held accountable for sales KPIs and performance goals.
• Professional appearance and customer-first attitude.
• Able to work independently while remaining accountable to the team.
• Valid driver's license and acceptable driving record.

What Success Looks Like

• Maintain a strong closing percentage.
• Consistently achieve or exceed revenue goals.
• Provide customers with multiple appropriate options.
• Follow up consistently on unsold estimates.
• Maintain accurate information in the CRM.
• Produce quality sales that transition smoothly to the installation department.
• Minimize cancellations and customer misunderstandings.
• Maintain high customer satisfaction.
• Participate in ongoing coaching and sales development.
• Represent David Taylor Heating & Air professionally in every customer's home.

Ideal Candidate

The right Comfort Advisor is a relationship builder and closer who understands how to uncover what the homeowner really needs, establish trust, communicate value, overcome objections, and confidently ask for the business. This person should be competitive, motivated, accountable, and comfortable working in a performance-driven environment while never sacrificing the customer experience.