HVAC Sales

Job Summary: 

The Building Services Consultant’s primary functions are to self-generate new agreement opportunities, deliver effective sales presentations, qualify prospects, present solutions, overcome objects and close agreements at a level that meets or exceeds sales goals.  

 

Job Responsibilities: 

• Identify new potential clients and opportunities that align with our ideal prospect profile.  
• Conduct all necessary sales activities, with a focus on cold calling, to reach Key Decision Makers. 
• Utilize company calling scripts to make introductions and overcome objections.  
• Schedule 3-5 self-generated new appointments weekly to qualify potential new customers. 
• Achieve the weekly required sales activities as directed by management. 
• Deliver compelling sales presentations showcasing services and capabilities accurately. 
• Assess customer needs and devise tailored sales strategies for each new opportunity. 
• Conduct thorough site surveys and collect site-specific data to support estimate development. 
• Effectively present new agreements, answer questions and overcome objections to secure the sale. 
• Present agreements, address inquiries, and overcome objections to secure sales effectively. 
• Maintain regular follow-ups with Key Decision Makers to drive sales progression. 
• Develop and manage a qualified proposal pipeline to meet or exceed sales goals. 
• Close a sufficient number of new agreements to meet or surpass quarterly/annual sales targets. 
• Ensure accurate and up-to-date recording of sales activities and notes in the company CRM. 
• Attend weekly meetings with managers to review sales activities and performance against targets. 
• Respond promptly and professionally to all potential customer inquiries and needs. 
• Maintain daily communication with your manager and remain available for redirection as needed. 
• Fulfill other duties and tasks as assigned by management. 

 

Experience/Education: 

• 3-5 years of successful B2B sales experience. 
• High School diploma or equivalent, with specific job-related experience. 
• Demonstrated proficiency in prospecting and appointment setting. 
• Possession of a valid driver’s license and a clean driving record. 

 Skills: 

• Proficient in computer skills, including the use of software platforms such as Microsoft Word, Excel, PowerPoint, Teams, Zoom, and shared cloud-based drives. 
• Self-motivated, confident, independent, and highly organized. 
• Willingness and ability to travel within the assigned sales territory as required. 
• Skilled in negotiation and overcoming objections. 
• Strong time management and organizational abilities. 
• Highly motivated and goal driven. 
• Demonstrates exceptional interpersonal and presentation skills. 
• Exhibits tenacity and resilience. 
• Openness to learning and coachability. 
• Consistently represents the company in a positive and professional manner. 
• Adheres to established sales training, strategies, and processes. 
• Excellent verbal and written communication skills. 

 

Physical Demands/Working Conditions: 

• While performing the duties of this job, the employee is regularly required to stand, sit, talk, hear, type, and operate office technology such as computers, printers, copy machines, and calculators. 
• Must be capable of lifting and/or moving up to 20 pounds. 
• Specific vision abilities required for this job include close vision, distance vision, and the ability to adjust focus. 
• Ability to distinguish colors and engage in repetitive fine manipulation frequently. 
• Capable of navigating uneven surfaces and climbing ladders. 
• May be exposed to temperature changes and confined spaces.