Comfort Advisor

Ultimate Heating & Air, Inc•Meridian, ID

4d•$20 - $25•Onsite

About The Position

Ultimate Heating, Air & Plumbing is seeking a passionate Comfort Advisor to help homeowners improve their comfort, efficiency, and peace of mind by providing customized HVAC solutions. This critical role involves educating homeowners, recommending the right solutions, and delivering an outstanding customer experience from consultation to close. The ideal candidate is driven, customer-focused, and motivated by unlimited earning potential, joining a high-performing team.

Requirements

24+ years old with a valid driver's license and insurable driving record
Ability to pass a background check and pre-employment drug screen (including marijuana)
Previous sales experience, preferably in HVAC or home services
Strong communication, presentation, and relationship-building skills
Customer-focused with a consultative sales approach
Ability to manage multiple appointments and prioritize effectively
Self-motivated with strong organizational and time management skills
Comfortable using technology, tablets, and CRM software
Comfort Advisor: 2+ years (Required)
Valid Driver's License (Required)

Nice To Haves

2+ years of Comfort Advisor experience
3+ years of HVAC industry experience
Experience using ServiceTitan
Knowledge of residential HVAC systems and indoor air quality products
Experience presenting financing options
Proven track record of meeting or exceeding sales goals
HVAC Industry: 3+ years (Preferred)

Responsibilities

Conduct professional in-home comfort consultations
Evaluate customer needs and recommend customized HVAC solutions
Build trust through education, honesty, and professionalism
Deliver an exceptional customer experience from consultation through installation
Conduct in-home consultations to evaluate homeowners' comfort needs
Recommend HVAC systems, indoor air quality products, and comfort solutions
Present financing options and explain available programs
Build trust through honest recommendations and exceptional communication
Deliver a five-star customer experience throughout the sales process
Follow up with customers to ensure satisfaction and answer questions
Achieve individual sales goals while maintaining company standards
Accurately prepare proposals, estimates, and sales documentation
Maintain organized customer records using ServiceTitan
Manage time effectively and maximize appointment opportunities
Continuously improve through coaching, training, and performance feedback
Represent Ultimate Heating, Air & Plumbing professionally at all times
Maintain product knowledge on HVAC systems, accessories, and financing options
Follow all company sales processes and procedures
Maintain accurate documentation and customer communication
Uphold company values with honesty and integrity
Work closely with Install Managers, Service Technicians, Dispatch, and Customer Service
Communicate effectively with leadership and support teams
Assist in achieving department and company goals
Contribute to a positive, high-performing team culture