Comfort Advisor

HomeServe USA•Manheim Township, PA

About The Position

The Comfort Advisor reports directly to the General Manager and supports HomeServe’s goal of growing installation revenue for heating, cooling, and water heaters within the Energy Services business. The role collaborates with Marketing, Business Development, Service Delivery, and other organizations to develop and execute sales strategies that increase market share for traditional heating and cooling installations. The position serves residential customers, homeowner and professional organizations, small commercial clients, and other targeted customers within an assigned territory.

Requirements

High school diploma.
Competency in MS Windows, MS Word, and MS Outlook.
Ability to travel up to 100% of the time within the market.
Strong analytical, verbal, written communication, and interpersonal skills.
Strong communication, negotiation, and sales skills, including the ability to close deals.
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.
Ability to establish and maintain strong customer relationships.

Responsibilities

Sell installation services and future products to residential customers, homeowner organizations, professional organizations, small commercial clients, and other targeted clients within the assigned territory.
Identify and follow up on leads generated through professional organizations, trade shows, community events, technicians, advertising, and other lead-generation techniques.
Follow up with customers after sales and installations to confirm satisfaction, ensure service expectations are met, and generate referrals.
Present sales proposals to prospective customers, explaining product and service advantages over competitors.
Help develop sales processes and collateral for leads generated by demand marketing, the call center, and field engineers.
Analyze the market to assess HomeServe USA’s competitive position in products, pricing, and service levels.
Use customer and competitor insights to improve product offerings and customer value.
Contribute to the success and profitability of product sales and installations.
Attend company-required training sessions and ensure system documentation is completed for all jobs.
Establish and coordinate subcontractor installation activities while maintaining professional business relationships.
Use manufacturers and vendors to support complex installations.
Use ESS sales proposal software for standard jobs and consult the supervisor or area manager about pricing for non-standard jobs.
Complete and submit required financing paperwork and submit necessary paperwork promptly so equipment is ready for scheduled installation.
Coordinate new installations, including site visits and customer education.
Conduct in-home assessments to determine customers’ HVAC needs.
Provide quotes, pricing, recommendations, and estimates based on assessments.
Educate customers, provide excellent customer service, and manage and maintain sales metrics.
Perform additional responsibilities as assigned.