Position Purpose (Summary)

The function of this position is to:

• Develop profitable sales, and acquire customers through our established sales and marketing program
• Make recommendations to the customer regarding the different options they have available to resolve their wants and needs
• Identify new business opportunities by performing direct sales activities, and provide support to the administrative personnel as requested
• Communicate proper operation and owner’s maintenance of the installed equipment to the consumer
• Answer related questions as to operation, features, and functions to the homeowner
• Perform required documentation for each installation and have client sign necessary paperwork and collect payments as directed
• Develop self-generated leads through networking, data mining (from existing client records), and referral generation from previous clients

In-Home Salesperson/Comfort Advisor Responsibilities/Duties/Functions/Tasks

• Customer service orientation
• Increase revenue from established customers, and generate additional revenue from new customers by using proper sales techniques, problem solving skills and account management
• Develop estimates for projects sold as this will become the budget for the job
• Perform “Whole House Diagnostics” to accurately size and design HVAC and plumbing systems and equipment
• Follow-up on all leads, proposal, and potential sales until closed or lost
• Track lost sales
• Self-Generate 25% of all leads
• Update the Customer Relationship Management (CRM) system for each interaction
• Determine customer satisfaction with follow up on all installation/services sold
  1.  Phone calls at 7, 30, 90, and 365 days after completion
• Have a good working knowledge of our products and services being offered and this may require additional study and training both on and off site
• Become knowledgeable of various municipalities plan requirements, permit requirements and submittal processes
• Communicate with Field Installation Supervisor throughout each project to assure proper, prompt completion of the job
• Continuously improve knowledge of construction in general, and how Central Oregon Heating, Cooling, Plumbing operates to benefit the customer
• Establish goals and objectives as they relate to the position, along with a plan of action to attain or exceed set goals
• Regularly review and monitor progress against goals, and seek assistance as needed
• Communicate effectively with associates, superiors, vendors, and customers
• Ask and obtain customer referrals and web recommendations
• Possess superior interpersonal skills
• Should be able to read and interpret blueprints and technical drawings and specification
• Must be able to accurately list/order materials and supplies for use on the job
• Must be able to work under time and budgetary constraints and pressures Efficiently manage his/her time and schedules
• Be computer literate to the extent necessary to fulfill this function
•  Knowledge of Excel and Word is required
• Should also be very familiar with the use of smart phones, email, and Outlook
• Must be capable of understanding client needs, and favorably influencing their decision
• Constantly be learning through training from suppliers, trade shows, seminars, independent study, and other employees
• Clean, neat, professional appearance
• Other duties as assigned