HVAC Comfort Advisor

 

Position Summary

PAC Plumbing, Heating & Air Conditioning is seeking a motivated, customer-focused HVAC Comfort Advisor to help homeowners make informed decisions about their home's comfort, efficiency, and indoor air quality.

The Comfort Advisor will meet with pre-qualified homeowners, assess their comfort needs, perform system evaluations, and present customized HVAC replacement and upgrade solutions. This role is responsible for generating sales while delivering an exceptional customer experience built on trust, professionalism, and education.

Responsibilities

Customer Consultations

• Meet with homeowners to evaluate heating, cooling, and indoor air quality needs.
• Perform complete comfort evaluations, including system inspections and load considerations.
• Identify customer concerns related to comfort, energy efficiency, reliability, air quality, and operating costs.
• Educate homeowners on available options and solutions.

Sales & Presentations

• Present multiple solution options ranging from repair to replacement.
• Prepare professional proposals and financing options.
• Explain equipment features, warranties, memberships, and maintenance programs.
• Follow company sales process and presentation standards.
• Maintain a high closing percentage while ensuring customer satisfaction.

Lead Management

• Respond promptly to company-generated leads.
• Follow up on unsold estimates and open proposals.
• Maintain accurate records in ServiceTitan.
• Coordinate with installation teams to ensure smooth project handoffs.

Customer Experience

• Build trust and rapport with homeowners.
• Deliver a five-star customer experience on every appointment.
• Maintain professional appearance and communication.
• Generate referrals and online reviews.

Qualifications

Required

• 3+ years of residential HVAC sales experience or related in-home sales experience.
• Strong communication and presentation skills.
• Valid driver's license with clean driving record.
• Ability to work evenings and occasional weekends.
• Comfortable using tablets, CRM software, and ServiceTitan.

Preferred

• Experience with Nexstar, ServiceTitan, or similar sales systems.
• Knowledge of residential HVAC systems, ductwork, IAQ products, and heat pumps.
• Experience performing Manual J and comfort assessments.

Key Performance Indicators (KPIs)

• Closing Ratio
• Total Revenue Sold
• Average Ticket
• Gross Margin
• Financing Utilization
• Membership Sales
• Lead Conversion Rate
• Customer Satisfaction Score
• Review Generation

Compensation

• Base Salary + Commission
• Uncapped Earnings Potential
• Company Vehicle 
• Health Benefits
• Paid Time Off
• Paid Training
• Career Advancement Opportunities

What Success Looks Like

A successful Comfort Advisor consistently:

• Converts qualified leads into sold projects.
• Provides homeowners with clear, professional recommendations.
• Maintains a closing rate of 50%+.
• Delivers exceptional customer experiences.
• Generates referrals and repeat business.
• Works collaboratively with service, installation, and office teams.

At PAC, we believe in providing homeowners with options, education, and peace of mind while helping our team members build rewarding, long-term careers.