Service Sales Representative
About The Position
The Service Sales Representative drives new sales professionally and in accordance with the company’s integrity and customer-care standards. The role determines customer needs, recommends solutions, and seeks to resolve customer issues while generating referral-based sales. Hoffman Mechanical Solutions, a division of Hoffman & Hoffman, Inc., focuses on providing innovative HVAC solutions through design and customer service. The representative presents proposals at customer facilities, follows the company sales process, educates prospective customers about value, and maintains scheduled appointments. The role also involves training, sales reporting and documentation, communicating job details to operations, answering follow-up questions, and returning to completed jobs for quality checks and referral development. The representative stays in contact with the office and works from the office when not in the field. The position requires occasional evening and weekend work and occasional travel, including some overnight stays. Site work can involve ladders, lifting, personal protective equipment, and occasional exposure to challenging environmental conditions.
Requirements
- At least 5 years of sales experience; HVAC, construction, or service experience is preferred.
- Bachelor’s degree, preferably in engineering, mathematics, or the sciences.
- Strong verbal and written communication skills, including by phone, email, and in person.
- Excellent organizational skills, proactive thinking, and the ability to prioritize work.
- High attention to detail and accuracy.
- Professional appearance.
- Mechanical aptitude and a strong understanding of sales psychology.
- Organizational and sales-pipeline management skills.
- Excellent customer service skills.
- Strong time management, problem-solving, and analytical thinking skills.
- Ability to work independently and with a team and consistently meet deadlines.
- Sound judgment and decision-making skills.
- Ability to stay organized and take initiative.
- Comfort interacting with people at all levels, including clients.
- High energy and ability to manage multiple projects in a fast-paced environment.
- Ability to work occasional evenings and weekends.
- Ability to travel occasionally, including some overnight stays.
- Ability to build relationships, including remotely, and strong interpersonal skills.
- Ability to provide prompt solutions and responsive customer service.
- Ability to use Excel, Word, Outlook, and basic computer tools, or learn them quickly.
- Ability to effectively lead small teams.
- Valid driver’s license.
Nice To Haves
- Sales experience in HVAC, construction, or service.
- Bachelor’s degree in engineering, mathematics, or the sciences.
Responsibilities
- Present proposals in person at customers’ facilities.
- Conduct sales presentations using the company’s approved sales process, presentation materials, and methods.
- Educate potential customers on the value of the company’s solutions.
- Keep scheduled customer appointments.
- Participate in training as requested and apply the knowledge and skills gained in the field.
- Transfer required job information and communications to the operations department, including photos, notes, and drawings.
- Complete required sales reporting, answer questions that arise, and return to completed jobs for quality checks and referral development.
- Stay in contact with the office and work from the office when not in the field.
- Follow company procedures for generating referrals.
- Participate in sales meetings.
- Represent the company professionally and in accordance with its integrity and customer-care standards.
- Perform other duties as assigned.
Benefits
- Company-paid retirement benefit through an Employee Stock Ownership Plan (ESOP).
- 401(k) options for employee contributions.
