Planned Maintenance Agreement Representative
About The Position
This role is responsible for growing our planned maintenance agreement customer base by connecting with new and existing customers, educating them on the value of preventative maintenance, preparing service proposals, and building long-term relationships with homeowners, property managers, facility managers, and business owners. We want our employees to thrive and grow. A place where a job is more than a job; it is a Career! Learn while on the job, always preparing to achieve the next step of personal and professional success. We continually invest in you! Join Our Growing Team!
Requirements
- 2+ years of service contract sales experience
- High School Diploma or GED required
- Valid driver’s license required
Nice To Haves
- Working knowledge of HVAC systems and terminology is highly desirable
- HVAC experience is a plus
- Good knowledge of HVAC systems and all makes, including DX, heat pumps, and water cooled systems, is preferred
Responsibilities
- Growing the planned maintenance agreement customer base
- Connecting with new and existing customers
- Educating customers on the value of preventative maintenance
- Preparing service proposals
- Building long-term relationships with homeowners, property managers, facility managers, and business owners
- Prospecting, cold calling, networking, following up on referrals, and generating new leads
- Contacting new and existing customers to understand their needs and explain how products and services can help
- Building relationships with property managers, facility managers, business owners, and homeowners
- Negotiating pricing
- Answering customer questions
- Supporting post-sale satisfaction
- Meeting or exceeding monthly and annual sales goals
- Presenting planned maintenance programs and explaining benefits such as energy efficiency, extended equipment life, and reduced downtime
- Conducting on-site evaluations of HVAC equipment
- Preparing tailored service proposals
- Staying informed on HVAC products, industry trends, and competitor offerings
- Preparing pricing, proposals, and contract documents in partnership with service and estimating teams
- Maintaining CRM activity, prospects, follow-ups, and customer records accurately
- Working closely with service, operations, call center, estimating, and leadership teams
Benefits
- 8 Paid Holidays
- Company Paid Basic Life and Long-Term Disability
- PTO
- Medical
- Dental
- Vision
- Supplemental insurance benefits of Accident, Critical Illness
- 401(K) Retirement plan
- On-going training
- Teamwork
- Vehicle allowance provided
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
