Comfort Advisor

  • Location: Corporate Headquarters 4700 Lang Ave McClellan, CA 95652
  • Recruiter: Rhonda Godinez
  • Email:
  • Description: The Comfort Advisor is responsible for generating leads, following up on Tech generated leads, evaluating the HVAC needs of residential customers, following the Certain Path Sales Model and creating and presenting options.  This role requires good communication skills and HVAC knowledge. The essential functions include, but are not limited to the following:
    • 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.
    • Leads are valuable assets of the company and should be treated as such:
      • 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 TBD upon hiring.
    • Be available within 15 minutes by phone at all times, other than scheduled vacations or holidays.
    • Arrive at appointments 5 - 10 minutes ahead of 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. (Analysis tools will be provided)
    • Complete all paperwork in a timely and accurate manner.  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 the Sales and Marketing Manager is grounds for immediate dismissal.
    • Arrive on time for sales training meetings conducted by the Sales and Marketing Manager.
    • The Commission sheet is approved by the Sales Manager before commission is paid.
    • Obey company Code of Ethics and the Team Rules.
    Leadership Responsibilities
    • Self-leadership capabilities – the ability to lead yourself to meet your goals and those of the company
    • Ability to lead from within the team, and to offer assistance and guidance to other team members
    • Lead in the development of your own career with the assistance of the Skills Matrix and Dozuki Standard Work App
    • 2+yrs Experience in Sales
    • Valid CA Driver’s License and Insurable DMV Record
    • 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 (For training purpose)
    • Be able to lift 50+ lbs. regularly, bend repeatedly, climb a ladder 40’, and kneel for extended periods of time
    • Be able to work in the heat and cold weather
    • Have no fear of heights
    • Possess basic and/or advanced trade experience but not required
    • Present and communicate professionally (written and verbal)
    • Understanding of the current regulations within the field (we will and can train)
    • Excellent interpersonal communication skills on a technical level
    • Able to work both independently and as part of a team  
    • High School Diploma or equivalent preferred
    • Associate degree preferred but not required

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