Planned Maintenance Agreement Representative

About the role

We are seeking a Planned Maintenance Agreement Representative to support our Naples, Fort Myers, and Sarasota markets. This role is responsible for growing our planned maintenance agreement customer base by connecting with new and existing customers, educating them on the value of preventative maintenance, preparing service proposals, and building long-term relationships with homeowners, property managers, facility managers, and business owners.

Responsibilities

• Prospect, cold call, network, follow up on referrals, and generate new leads.
• Contact new and existing customers to understand their needs and explain how products and services can help.
• Build relationships with property managers, facility managers, business owners, and homeowners.
• Negotiate pricing, answer customer questions, and support post-sale satisfaction.
• Present planned maintenance programs and explain benefits such as energy efficiency, extended equipment life, and reduced downtime.
• Conduct on-site evaluations of HVAC equipment and prepare tailored service proposals.
• Stay informed on HVAC products, industry trends, and competitor offerings.
• Prepare pricing, proposals, and contract documents in partnership with service and estimating teams.
• Maintain CRM activity, prospects, follow-ups, and customer records accurately.
• Work closely with service, operations, call center, estimating, and leadership teams.

Requirements

• High School Diploma or GED required.
• Valid driver’s license required.
• Travel required; vehicle allowance provided.

Qualifications

• 2+ years of service contract sales experience.
• Experience with HVAC systems and terminology is highly desirable; HVAC experience is a plus.
• Good knowledge of HVAC systems and all makes, including DX, heat pumps, and water-cooled systems, is preferred.
• Strong communication, customer service, follow-up, and relationship-building skills.
• Motivated to meet or exceed monthly and annual sales goals.
• Dependable, consistently on time, responsive to direction, and open to feedback.

Benefits

• 8 paid holidays.
• Company-paid basic life and long-term disability insurance.
• Paid time off (PTO).
• Medical, dental, and vision insurance.
• Supplemental insurance benefits (accident, critical illness).
• 401(K) retirement plan.
• Ongoing training and teamwork-focused atmosphere.