Home Services Sales Specialist

Conejo Heating, Air, Plumbing and Electrical•Thousand Oaks, CA

13d•Onsite

About The Position

Conejo Services is seeking a driven, customer-focused Home Services Sales Specialist to join our growing team. This is a multi-trade sales role covering the full spectrum of residential home services including HVAC, plumbing, generators, insulation, roofing, and garage doors. You will be the face of Conejo Services in the field — inspecting homes, diagnosing issues, presenting Good/Better/Best solutions, and closing jobs across all service lines. No single-trade experience required — we provide comprehensive training across all disciplines. What we need is someone who can build trust with homeowners, present solutions clearly, and deliver an exceptional customer experience every time.

Requirements

High school diploma or GED required; college degree a plus but not required
1+ years of in-home or B2C sales experience preferred (roofing, HVAC, solar, pest control, home improvement, etc.)
Strong communication, presentation, and interpersonal skills — both written and verbal
Self-motivated with the ability to manage your own schedule and prioritize effectively
Before you hit the field obtain a FAA Part 107 Remote Pilot Certificate
Comfortable presenting repair/replacement options using a tablet or laptop in the home
Working knowledge of common business tools (Microsoft Office, Google Workspace, CRM systems)
Familiarity with home services trades is a plus but NOT required — we train extensively
Relationship management skills and openness to coaching, feedback, and continuous improvement
Competitive drive with the ability to work independently while contributing to team goals
Must have a valid California Driver’s License and clean driving record
Must pass a background check

Responsibilities

Conduct exterior and interior home inspections to assess conditions across all trade areas (roof, HVAC system, plumbing, insulation, garage door, electrical panel for generators)
Diagnose issues, identify opportunities, and present Good/Better/Best repair or replacement options tailored to the homeowner’s needs and budget
Manage the full sales cycle from lead to close: initial consultation, proposal presentation, objection handling, contract signing, and job scheduling
Follow up on all leads promptly via phone, text, email, and in-person visits — speed to contact is critical
Build genuine rapport and trust with homeowners by under-promising and over-delivering on every interaction
Assist homeowners through insurance claim processes where applicable (storm damage, water damage, etc.)
Use ServiceTitan CRM to manage leads, appointments, estimates, and job status — maintain accurate records at all times
Collaborate with installation crews and project managers to ensure seamless handoffs and 5-star execution
Participate in ongoing training across all service lines to stay current on products, codes, and best practices
Generate self-sourced leads through door-knocking, referral programs, networking, and community engagement
Maintain constant communication with Sales Leadership, Operations, and Office Staff
Meet or exceed monthly, quarterly, and annual sales targets across all trade categories
Represent Conejo Services professionally in the field — clean truck, clean uniform, clean language