Comfort Advisor / HVAC Sales

Friends and Family HVAC•Canyon Lake, CA

8d•Onsite

About The Position

Friends & Family HVAC is seeking an experienced, motivated, and results-driven HVAC Comfort Advisor to help homeowners select heating and cooling solutions that meet their comfort needs. This field-based, in-home sales role serves customers in Riverside County and surrounding counties from the company’s base in Canyon Lake, California. It combines residential HVAC knowledge, customer consultation, system assessment and recommendations, proposal development, sales, and customer relationship management. The advisor is expected to deliver an exceptional customer experience from the initial consultation through the completed sale, while working ethically and in accordance with company procedures and applicable California requirements. The position is full-time, typically Monday through Friday from 9:00 AM to 6:00 PM, with weekend availability as business needs require. Actual hours may vary with customer appointments and operational needs. Compensation is $16.90 per hour, or a higher applicable local minimum wage where required, plus a performance-based bonus plan. The posting describes potential annual earnings of $200,000–$350,000 based on individual performance and plan terms; these earnings are not guaranteed. A company vehicle is provided for authorized business use, and eligible employees can access company-sponsored benefits. The role requires a valid driver’s license, travel throughout assigned service areas, and the ability to obtain and maintain California CSLB Home Improvement Salesperson registration when required for assigned duties. Candidates must also satisfy applicable employment eligibility, company vehicle, company policy, and safety requirements. Employment-related background screening and drug testing may be conducted where applicable and in accordance with law.

Requirements

Demonstrated knowledge of residential HVAC systems, products, and replacement solutions.
Strong written and verbal communication skills, including the ability to explain technical information clearly to homeowners.
Strong customer service, problem-solving, and interpersonal skills.
Ability to prepare accurate estimates and professional sales proposals.
Ability to work independently and manage customer appointments efficiently.
Dependability, professionalism, and strong organizational skills.
Commitment to honesty, integrity, and customer satisfaction.
Valid driver’s license and ability to meet applicable company vehicle driving requirements.
Ability to travel throughout Riverside County and surrounding assigned service areas.
Ability to obtain and maintain applicable California CSLB Home Improvement Salesperson (HIS) registration when required for assigned duties.
Maintain an active HIS registration before performing activities that require registration under California law.
Provide documentation establishing identity and authorization to work in the United States in accordance with federal employment verification requirements.
Follow company policies, professional standards, customer service expectations, and safety procedures.

Nice To Haves

Five or more years of HVAC sales or Comfort Advisor experience.
Proven success in residential HVAC replacement sales.
Strong understanding of HVAC system design, equipment sizing, and energy efficiency.
Experience with HVAC sales presentations, customer financing, and proposal development.
Experience using Housecall Pro or similar customer management software.
EPA Section 608 certification, where relevant to assigned responsibilities.
Spanish-language proficiency.

Responsibilities

Meet prospective customers to understand their heating, cooling, and indoor comfort needs, preferences, concerns, and budget considerations.
Build trust and customer relationships through professionalism, honesty, and service.
Educate homeowners about HVAC products, services, and replacement options.
Evaluate existing HVAC systems for performance concerns, inefficiencies, and replacement opportunities.
Assess comfort goals and system requirements and recommend appropriate solutions based on customer needs and technical findings.
Develop customized HVAC system recommendations, accounting for equipment sizing, efficiency, installation considerations, industry standards, and project requirements.
Coordinate with installation teams to help ensure proposed systems meet project requirements.
Balance system performance, comfort, energy efficiency, and customer expectations in recommendations.
Prepare accurate, detailed estimates for HVAC equipment, installation, and related services.
Create professional proposals outlining equipment specifications, energy-efficiency ratings, pricing, and available options.
Explain system benefits, product differences, warranties, and available financing programs.
Present replacement recommendations and communicate the value of products and services clearly and professionally.
Address customer questions and objections respectfully and effectively; negotiate within approved company pricing and sales guidelines.
Close sales ethically and work toward established sales and performance goals.
Maintain accurate records of customer interactions, estimates, proposals, and sales activities in company-approved systems, including Housecall Pro.
Follow sales documentation and customer follow-up procedures and provide regular sales updates and reports to management.
Communicate with dispatch, installation teams, and other departments to support a smooth customer experience.
Maintain a professional appearance and communicate respectfully with customers, coworkers, and management.
Demonstrate accountability, honesty, reliability, and organizational skills; follow company policies, procedures, service expectations, and safety standards.
Represent the company positively, work collaboratively, and follow through on responsibilities and commitments.