Comfort Advisor

HB Home Services•Easton, PA

3d•Onsite

About The Position

The HB Home Services division is committed to creating a 5-star experience for our clients and employee-owners. We empower our employee-owners to make this a great place to work and create value. Our goal is for you to find a fulfilling, authentic working environment that exceeds your personal expectations while also honoring our mission, vision, and core values. A workspace where happiness is observed! ROLE: Outside Sales Team Member POSITION SUMMARY: The Estimator works with the entire IT Landes Home Service Team and Total Energy Service to maintain 5-star experience for co-workers and customers through the sales process. An Estimator is a dynamic professional responsible for generating new business and maintaining existing customer relationships through direct, in-person interactions. Estimators are responsible for identifying opportunities, building client relationships, and driving revenue growth through sales solutions. Estimators will spend significant time traveling and working in the field to meet with potential and current customers, understanding their needs, presenting solutions to address customer comfort needs, and building long-term business relationships. This person must possess a high level of interpersonal and communication skills, as well as product knowledge and sales strategies to close deals, develop new accounts, and ensure repeat business from customers. An Estimator is a trusted advisor in this capacity utilizing their expertise alongside their team's capabilities to produce sales, ensure customer satisfaction, and ultimately grow business opportunities. The goal of every employee-owner on this team is to provide a seamless pre- and post-sale experience for all IT Landes Home Services customers while practicing and promoting our mission statement and core values.

Requirements

High school diploma, completion of G.E.D. or appropriate work experience
Ability to read, understand and work with drawings and specifications
Ability to climb ladders, attic stairs, enter crawl spaces to obtain needed measurements for HVAC equipment
Strong interpersonal skills
Must be proficient in computer, tablet, and smart phone skills
Excellent oral and written communication skills are essential
Possess valid driver's license and ability to travel within an assigned territory to meet with customers and potential customers

Nice To Haves

2+ years industry experience in residential HVAC

Responsibilities

Deliver a 5-star customer experience by traveling to new and existing customer locations to offer dynamic HVAC solutions and generate new sales opportunities.
Build, develop, and maintain strong relationships with new and existing customers.
Conduct outreach based on assigned leads, and engage potential customers through calls, emails, and in-person visits to present customer-tailored solutions.
Possess adequate knowledge and continue to learn about additional services offered by IT Landes Home Service Team to assist clients in product and application solutions for HVAC, and other offered Home Services.
Present HVAC options and necessary information to customers and clearly articulate their value to assist customers in meeting their needs, close customer sales, and building long-term customer relationships.
Promptly identify equipment and parts needed to ensure seamless HVAC equipment replacement processes
Communicate with external customers on the pricing and scope of HVAC work quoted.
Respond in a timely manner to all internal and external customer inquiries.
Keep accurate and detailed records of customer quotes and input required information into the software system to properly process estimates and ensure up-to-date and accessible information.
Assist with sales training of technicians.
Close 45% of all estimated work and strive to reach set sales goals.
Stay informed on industry trends, product updates, and competitor activities to effectively position IT Landes Home Service Team and Total Energy Service in the market and maintain a competitive edge.