HVAC Design Consultant

Elevate Home Services•Fort Myers, FL

About The Position

As Elevate Home Services continues to expand across Southwest Florida, we are seeking experienced, results-driven HVAC Design Consultants to support our growing customer base in SWFL. We are looking for professional, client-focused sales experts who excel at building trust, designing tailored comfort solutions, and guiding homeowners through important investment decisions with confidence and integrity. This is more than a sales role — it’s an opportunity to take full ownership of the HVAC project lifecycle, from in-home consultation and system design to project coordination and successful close-out. If you thrive in a consultative sales environment and have a proven track record of exceeding targets, we want to meet you. Say goodbye to unpredictable schedules and hello to an incredible opportunity with industry-leading earning potential, uncapped commissions, an unbeatable culture, and unmatched benefits.

Requirements

Minimum of one (1) year of residential HVAC sales experience (required).
At least two (2) years of in-home sales experience.
Proven track record of meeting or exceeding sales goals and quotas.
Strong consultative selling skills with the ability to assess needs and present tailored solutions.
Experience using CRM systems such as Salesforce or ServiceTitan (preferred).
Strong knowledge of the Naples and Bonita Springs service areas (highly desirable).
Detail-oriented with exceptional organizational and follow-through skills.
Valid driver’s license and ability to pass a background check.
Outstanding communication, interpersonal, and presentation skills.

Responsibilities

Oversee the entire lifecycle of HVAC sales projects, from initial in-home assessment and bidding through execution and close-out.
Conduct comprehensive in-home evaluations of HVAC systems, assessing equipment type, age, efficiency, and homeowner preferences.
Design customized comfort solutions tailored to each homeowner’s needs and budget.
Prepare and deliver persuasive, professional sales presentations that clearly communicate value.
Collaborate closely with customers to finalize scope, pricing, and project details.
Assist homeowners with financing options when needed to ensure accessibility and ease of purchase.
Maintain accurate records of customer interactions, project updates, and sales progress using CRM platforms such as Salesforce or ServiceTitan.
Manage scheduling, change orders, submittals, and close-out documentation to ensure seamless execution.
Act as the primary liaison between the homeowner and the company, addressing questions or concerns promptly.
Cultivate long-term customer relationships to drive satisfaction, referrals, and repeat business.
Participate in ongoing sales, product, and leadership training to continually elevate performance.