HVAC Service Sales Representative

Job Description

Position: HVAC Service Sales Representative

Company: Hoffman Mechanical Solutions

Position Purpose: The role of the HVAC Service Sales Representative is to drive new sales for the company in a professional manner consistent with the company’s integrity and customer-care standards. Determine needs and provide solutions that solve the customer’s issues and generate a high rate of referral-based sales.

Employment at Will: Nothing herein is intended to create a contract of employment or to guarantee employment for a definite duration.

Hoffman Mechanical Solutions, a division of Hoffman & Hoffman, Inc., is a company focused on being #1 in the HVAC industry in providing the most innovative HVAC solutions through superior design and customer service.

HVAC Service Sales Representative Essential Duties and Responsibilities:

Present in-person proposals at Customers’ facility

Perform sales presentations, as outlined in company selling process, using approved company presentation materials and methods

Educate potential customers on value

Refine communication skills and improve customer satisfaction processes

Keep appointments with customers as scheduled

Participate in training as requested and needed

Must demonstrate learning-retention and field-level application of knowledge and skills attained from all trainings provided

Transfer all required information / communications after the call based on company process standards, this includes all pictures of the job and all necessary notes, drawings etc., to adequately communicate the job to the operations department in order for them to make the perfect installation; completing required sales reporting; being available to answer questions that may arise; and returning to completed jobs for quality checks, plant referral seeds

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 meeting

Represent the company in a professional manner consistent with the company’s integrity and customer-care standards

Other duties as assigned

Education and Experience:

5+ years’ experience in sales, preferably HVAC, Construction or Service

Bachelors Degree (preferably in engineering, math, or the sciences)

Required Knowledge, Skills and Abilities:

Strong verbal and written communication skills (via phone, email and in-person)

Excellent organizational skills with an ability to think proactively and prioritize work

High attention to detail and accuracy

Professional appearance is a must

Must be mechanically inclined and possess a strong understanding of the psychology of sales

Solid organizational and sales pipeline management skills

Excellent customer service skills

Strong time management skills

Strong problem solving and analytical thinking skills

Work independently and with team; consistently meet deadlines.

Demonstrate sound judgment and good decision-making skills

Must be well organized and a “go-getter”

Must be comfortable with all levels of people including all levels of clients

High Energy – able to manage multiple projects in a fast-paced environment

Ability to work occasional evenings and weekends

Ability to travel occasionally, with some overnight stays

Successfully build relationships (including remotely); strong people skills.

Provide prompt solutions, highly responsive and superior customer service to inquiries and requests

Ability to effectively use Excel, Word, Outlook, and basic computer skills or the ability to learn them quickly

Ability to effectively lead small teams

Must possess a valid drivers license

Performance Indicators

Frequency of meeting target revenue goals

% of leads that should be self-generated leads/referrals

Customer satisfaction level

Lead Generation processes done consistently

Proficiency with Company provided technology

Completeness of sales documentation and paperwork

Number of jobs sold without error or omissions

Physical Demands

While performing the duties of this job, the individual, will be required to visually inspect all areas of customer sites, this requires the use of step ladders and occasionally lifting up to 30lbs

Use of sight, touch and hearing senses will be required including but not limited to close vision, distance vision, color vision, peripheral vision and sense of touch

Proper PPE may be required in commercial environments (hard hat, safety glasses, ear plugs, safety vest, gloves, and occasionally respirators)

Occasional exposure to toxic or caustic chemicals, extreme cold, and extreme heat

Occasional exposure to dusty and confining areas of a commercial space for short periods of time

Occasional exposure to loud environments

We are 100% employee-owned through an Employee Stock Ownership Plan (ESOP). This is a retirement benefit for our employees that is wholly paid for by the company in addition to 401(k) options for employee contributions. There are approximately 7,000 ESOPs in the United States, governed by the IRS and the U.S. Department of Labor. Research indicates that ESOP companies tend to grow faster in sales and employment. ESOP employees tend to have 2.2 times as much in retirement savings as employees in traditional companies.

This job description is intended to provide information regarding the essential functions and basic duties of this position. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and duties that could be assigned. Additional functions and requirements may be assigned by management as it deems appropriate. This document does not constitute a contract and is subject to change at the discretion of Hoffman Mechanical Solutions.

EOE/Disabled/Veteran