Comfort Advisor

About the role

The Comfort Advisor is a critical role reporting directly to the General Manager. This role supports HomeServe’s goal to dramatically increase installation revenue growth (Heating, Cooling and Water Heaters) within the Energy Services business. This position will collaborate with the Marketing, Business Development, Service Delivery, and other organizations to develop and execute sales strategies that will result in increased market share for traditional heating and cooling installation volumes.

Responsibilities

• Lead efforts to sell Installation and future products to residential customers, homeowner organizations, professional organizations, small commercial or other targeted clients within assigned territory.
• Identify and conduct follow-up on leads generated through professional organizations, trade shows, community events, technicians, advertising, and other lead generating techniques.
• Conduct post-sale follow-up by contacting customer(s) to ensure service expectations are being met and to generate referrals.
• Make sales presentations and proposals to prospects, identifying positive features and advantages of our products and services over those of the competition.
• Help develop appropriate sales process and collateral for closing leads generated by demand marketing, call center, and field engineers.
• Conduct market analysis to determine HomeServe USA competitive position regarding products, pricing, and service levels for areas of responsibility.
• Uncover and leverage customer and competitor insights to enhance product offering and enhance customer value.
• Responsible for the success and, ultimately, the profitability of both product sales and installation.
• Attend all training sessions required by the company.
• Assure system documentation of all your jobs.
• Establish and coordinate subcontractor installation activities while maintaining a professional business relationship.
• Utilize manufacturers and vendors to support complex installations.
• Utilize ESS sales proposal software for standard jobs; for non-standard jobs, consult the supervisor or area manager for proper pricing.
• Ensure that all required paperwork for financing is completed and submitted as required.
• Submit all necessary paperwork in a timely manner to ensure that equipment is ready for scheduled installation date.
• Coordinate new installations, including site visits and customer education.
• Visit or place follow-up call after every installation to confirm customer satisfaction and obtain new referrals.

Essential functions

• Perform in-home assessments to determine customer HVAC needs — 40% of time
• Provide quotes, pricing, recommendations, and estimates based upon assessment — 20% of time
• Educate customers with a pleasant attitude and provide excellent customer service — 10% of time
• Manage and maintain sales metrics — 30% of time

Requirements

• High School Diploma
• Competency in MS Windows, MS Word, and MS Outlook
• Ability to travel up to 100% of the time within market
• Strong analytical, verbal, and written communication and interpersonal skills
• Strong communication, negotiation, and sales skills; ability to close the deal
• Strong work ethic and willingness to take ownership
• Ability to work independently
• Excellent interpersonal and presentation skills
• Ability to meet or exceed customer satisfaction goals
• Establish and maintain strong customer relationships
• Ad-hoc responsibilities as assigned

Physical requirements

The physical demands described represent those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions of the position for which they work.

While performing the duties of this position, the employee is regularly required to listen, talk, and hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls while executing tasks like working on a computer or talking on the telephone. The employee is occasionally required to stand, walk, sit, and reach with hands and arms. The employee must occasionally lift and/or move up to 15 pounds.

Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually moderate to low.