About this opportunity
The Green Air Group LLC lists this Comfort Consultant opportunity in santa rosa beach, Florida. Review the employer’s description below for duties, qualifications and application requirements.
Job description
The HVAC Comfort Consultant is responsible for meeting with residential and light commercial customers to evaluate heating, cooling, indoor air quality, and home-comfort needs and recommending appropriate HVAC replacement or upgrade solutions.
This position manages the sales process from the initial customer consultation through proposal, financing, signed agreement, and installation handoff. The Comfort Consultant is expected to provide a professional, consultative sales experience by educating customers, presenting appropriate options, addressing questions and concerns, and helping customers select a system that meets their comfort, efficiency, reliability, and budget requirements.
The Comfort Consultant must accurately evaluate jobsite conditions, document installation requirements, maintain complete records in ServiceTitan, and ensure all commitments made during the sales process are clearly communicated to the installation team.
Essential Duties and Responsibilities
Customer Consultation & Sales
Respond to company-generated HVAC replacement and comfort-system sales opportunities.
Meet with homeowners and light commercial customers to evaluate their existing HVAC system and identify comfort concerns.
Discuss customer needs including temperature control, humidity, energy efficiency, indoor air quality, equipment reliability, noise, and budget.
Educate customers on available HVAC equipment, system features, warranties, maintenance options, and financing.
Present multiple equipment or system options when appropriate.
Prepare and present accurate written proposals using company-approved pricing.
Professionally address customer questions and objections and ask for the sale.
Obtain required customer signatures, deposits, financing approvals, and other documentation.
Follow up with unsold estimates and maintain an active pipeline of open opportunities.
Maintain company pricing standards and required gross-profit margins.
System & Jobsite Evaluation
Inspect existing HVAC equipment and document equipment type, size, age, location, controls, electrical requirements, refrigerant type, drainage, and accessibility.
Evaluate visible ductwork and identify potential airflow or comfort concerns.
Measure and photograph equipment locations and relevant installation conditions.
Identify potential installation challenges before the project is sold.
Determine whether duct modifications, electrical work, drainage modifications, specialty equipment, permits, or additional technical evaluation may be required.
Coordinate with management or technical personnel when unusual or complex installation conditions are discovered.
Ensure recommended equipment is appropriate for the application and consistent with company installation standards.
Product Recommendations
The Comfort Consultant may recommend solutions including:
Heat pumps and straight-cool systems
Gas furnace systems
Variable-speed and inverter systems
High-efficiency HVAC equipment
Ductless and mini-split systems
Smart thermostats and controls
Dehumidification systems
Air filtration and indoor air quality products
Duct modifications
Zoning systems
Maintenance agreements
Extended labor warranties and protection plans
Recommendations must be based on legitimate customer needs, system requirements, and company standards.
Proposal, Documentation & Installation Handoff
The Comfort Consultant is responsible for preparing complete and accurate proposals and ensuring the installation department receives sufficient information to properly complete each sold project.
Required documentation may include:
Equipment type, size, and model
Equipment and thermostat locations
Accessories and indoor air quality products
Site photographs and measurements
Ductwork modifications
Electrical requirements
Drainage modifications
Equipment access limitations
Specialty equipment or crane requirements
Customer requests and expectations
Installation scheduling considerations
HOA or property requirements disclosed by the customer
Other unusual jobsite conditions
All customer agreements, pricing, discounts, financing terms, warranties, and installation requirements must be accurately documented in ServiceTitan.
The Comfort Consultant is responsible for ensuring that promises made during the sales process are properly documented and communicated to the installation and operations teams.
Customer Service & Follow-Up
Provide a professional, respectful, and educational customer experience.
Arrive on time for scheduled appointments or communicate promptly regarding delays.
Maintain professional appearance and conduct while representing the company.
Respect customers’ homes and property.
Respond promptly to customer questions and concerns.
Maintain regular follow-up with customers who have not yet made a purchasing decision.
Document reasons for lost sales whenever possible.
Assist with resolving sales-related customer concerns when appropriate.
Build long-term customer relationships that encourage repeat business, maintenance agreements, referrals, and positive reviews.
Never misrepresent equipment capabilities, warranties, financing terms, rebates, expected energy savings, or installation requirements.
Performance Expectations
Performance may be measured using factors including:
Total HVAC replacement revenue sold
Gross-profit dollars and percentage
Closing percentage
Average replacement ticket
Financing utilization
Maintenance agreement attachment rate
Indoor air quality attachment rate
Lead-to-sale conversion
Sales cancellation rate
Accuracy of sold-job documentation
Installation issues caused by sales errors or omissions
Estimate follow-up activity
Customer satisfaction and reviews
ServiceTitan documentation compliance
Required Qualifications
High school diploma or equivalent.
Valid driver’s license with an acceptable driving record.
Strong verbal and written communication skills.
Professional sales and presentation skills.
Strong organizational and time-management abilities.
Ability to explain technical information in terms customers can understand.
Comfortable discussing project pricing and financing with homeowners.
Ability to use smartphones, tablets, CRM systems, estimating software, and other company technology.
Ability to work independently while maintaining communication with management and operations personnel.
Preferred Qualifications
Previous residential HVAC replacement sales experience.
Previous experience as an HVAC Comfort Consultant, Home Comfort Advisor, HVAC Sales Consultant, or HVAC technician.
Working knowledge of residential HVAC systems and installation practices.
Familiarity with heat pumps, variable-speed systems, inverter equipment, indoor air quality products, and humidity control.
Experience with ServiceTitan.
Experience presenting consumer financing options.
Familiarity with Manual J, Manual S, and Manual D principles.
Skills & Abilities
The successful Comfort Consultant should demonstrate:
Consultative selling and closing ability
Strong communication and active listening
Technical aptitude
Problem-solving skills
Attention to detail
Negotiation skills
Customer relationship management
Self-motivation and accountability
Strong follow-through
Ability to manage multiple active opportunities
Professional Standards
The Comfort Consultant may not:
Knowingly provide false or misleading information to a customer.
Misrepresent equipment efficiency, warranties, rebates, financing, or anticipated utility savings.
Offer unauthorized discounts or modify company pricing without approval.
Make installation promises that have not been approved or documented.
Sell unnecessary products solely to increase the value of a sale.
Circumvent company contracting, payment, financing, or approval procedures.
Fail to disclose significant installation conditions discovered during the sales evaluation.
Estimated Total Annual Compensation: $65,000–$150,000
Compensation for this position consists of a combination of base salary and performance-based commissions . Total annual earnings will vary based on individual sales performance, revenue generated, gross-profit performance, and achievement of established sales goals.
The anticipated total annual compensation range for this position is $65,000 to $150,000 , with higher earnings potential based on performance and in accordance with the Company's written commission plan.
Eligible employees may participate in the Company's benefits program, which includes:
Health insurance
Dental insurance
Vision insurance
Life insurance
Accidental Death & Dismemberment (AD&D) insurance
Short-Term Disability insurance
Benefit eligibility, coverage levels, employee contributions, waiting periods, and plan terms are governed by the applicable benefit plans and Company policies.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.