HVAC Sales Consultant
About The Position
The HVAC Sales Consultant meets with homeowners to assess heating and cooling needs, evaluate existing systems, recommend HVAC solutions, and generate sales from company-provided leads. The position manages the sales process from the initial customer appointment through proposal presentation, job processing, and installation scheduling. It requires HVAC product knowledge, strong sales and customer-service skills, and regular travel throughout the assigned service area to meet customers in their homes. The role primarily serves the Herndon–Purcellville, Virginia area; candidates located nearby are preferred. Warrenton, Virginia is the nearest supporting office, but daily office reporting is not required. This is a field-based role, with regular travel between customer locations. A company vehicle and gas card are provided for business-related travel. The schedule is Monday through Friday, with Saturday availability required. Compensation includes a $15,000 annual base salary plus commission on sold jobs; typical total annual earnings are stated as $100,000–$140,000, including base salary and commission.
Requirements
- Valid driver's license.
- High school diploma or GED.
- At least 3 years of HVAC sales experience.
- Ability to read and identify HVAC equipment model numbers and knowledge of major HVAC brands, including Trane, Carrier, Rheem, and Lennox.
- Experience with CRM software.
- Working knowledge of ductwork, system design, airflow, and HVAC retrofits.
- Ability to prepare equipment and material cut lists for HVAC system replacements.
Nice To Haves
- Experience with SalesBuilder Pro and ServiceTitan.
Responsibilities
- Manage and follow up on company-generated sales leads from the company website, retail partnerships, internal marketing, and service technician referrals.
- Meet with homeowners in person or virtually to assess HVAC needs, evaluate existing systems, and recommend appropriate solutions.
- Present equipment options and proposals and guide customers through purchasing decisions.
- Build and maintain positive customer relationships through effective communication, follow-up, and quality customer service.
- Process sold jobs in ServiceTitan, accurately documenting proposals, job details, and equipment information.
- Prepare and submit required equipment cut sheets and parts lists to the appropriate departments for installation preparation.
- Coordinate installation scheduling and transition sold jobs to the Installation Manager.
- Maintain accurate customer records and sales activity in the company's CRM systems.
- Participate in company-provided training to develop and maintain knowledge of HVAC products, equipment, sales processes, and company procedures.
- Represent McCrea professionally and provide a positive customer experience throughout the sales process.
Benefits
- Medical, dental, and vision insurance.
- 401(k) retirement plan.
- Company-paid life insurance.
- Supplemental insurance options.
- Short-term disability.
- Paid time off.
- Training and professional development opportunities.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
