HVAC Comfort Advisor

Description

Who We Are

Wilson, founded in 1958, is a third-generation family-owned company that is here to keep your home cozy, lights on and the water flowing.  We offer services in Plumbing, HVAC, Electrical, Restoration and more throughout Northeast Ohio.  Members of our staff have opportunities to earn competitive pay and rewards, grow in their careers and become a part of a great team.

Why Choose The Wilson Companies

• Compensation - Top of market pay among our industry
• Medical Insurance –  We pay 70% for you and your family's insurance premiums for health, dental, vision, and company paid life insurance
• Work life balance – Two weeks of PTO after 90 days, 7 paid holidays
• 401k Plan with a 3% match.
• $1500 ongoing education/training credit per year

Our Core Values

Betterment 

The ambitious pursuit of winning individually and as a team.

Accountability

We do what we say we are going to do.

Teamwork

Winning only happens when we work as a team.

Transparency 

We sell through education- not fear.

Position Overview

The Comfort Advisor is responsible for closing sales from marketed generated leads, evaluating the HVAC needs of residential customers, following the Nexstar Sales Model and creating and presenting options. This role requires good communication skills and HVAC knowledge.

Key Responsibilities

• Meeting the client’s needs and wants while meeting the minimum budgeted sales as determined by management’s plan. The company depends highly on the Comfort Advisor’s ability to convert prospects into satisfied owners of new air conditioning and heating systems.
• Maintain a closing ratio on technician-generated leads of 75% or higher.
• Maintain a closing ratio on marketed leads of 50% or higher.
• Maintain an average sale price of $6,450 or higher.
• Be available within 15 minutes by phone at all times, other than scheduled vacations or holidays.
• Arrive at appointments 5 - 10 minutes ahead of scheduled appointment time.
• Only present the price for a system when all the decision makers are present.
• Use the Home Comfort Guide.
• If both decision makers are not present, perform a partial survey and reset the appointment time when all decision makers are available.
• Perform a complete Comfort Survey and Home Analysis on every call.
• Complete all paperwork in a timely and accurate manner.  
• Sales Lead Scheduled to come out within 24 hours
• 99% of the time estimate is to be given onsite – if off book within 24 hours – Using the comfort guide
• Follow Up within 24 hours after quote
• Second follow up – more ways of communication to be used in 24 hours
• Third Follow up 1 week later
• The Comfort Advisor is responsible for financing paperwork as well as ensuring collection of cash payments.  
• Commission is not paid until the company is paid for the job or the client has signed a financing completion form.
• Spend at least two hours each week reading or listening to self-improvement or sales-related books, video, or audio.
• Conduct daily activities with the highest level of honesty and integrity, and always display a positive attitude toward fellow team members. Understand that any misrepresentation to a client or Manager is grounds for immediate dismissal.
• Arrive on time for sales training meetings conducted by Management.
• The Commission sheet is puled directly from Service Titan and approved by People Resources and the Trade Manager, then verified by Accounts Payable before payout.  
• Maintain a high degree of integrity and loyalty toward the company and brands.
• Always be safety conscious both on the job and while driving.
• Participate actively in all training exercises, morning meetings.
• Live the Core Values in every interaction
• Other duties as assigned

***Compensation is based on individual performance***

Requirements

Minimum Qualifications

• High school diploma/GED required 
• Associate degree preferred but not required
• Have a valid Driver’s License and clean driving record
• 5+ years’ experience in the HVAC trade (Preferred)
• Self-starter, reliable, flexibility with hours
• Strong customer service skills
• Must pass random drug testing
• Be able to operate a smartphone and tablet
• Be willing to travel out of town up to two weeks at a time
• Be able to lift 50+ lbs. regularly, bend repeatedly, climb a ladder 40’, and kneel for extended