Residential HVAC Outside Sales Representative

Meet with homeowners to inspect existing heating and air conditioning systems, assess replacement needs, and recommend customized HVAC upgrades. Present system and financing options, close sales, and coordinate project handoffs with installation teams. Company-generated leads and training are provided; the role requires accessing equipment in attics, crawlspaces, basements, and mechanical areas.

Responsibilities

• Meet homeowners at scheduled appointments to assess HVAC replacement needs.
• Inspect existing heating and cooling equipment to determine project scope and pricing.
• Recommend customized HVAC system upgrades and replacements.
• Present financing options and system solutions to customers.
• Close sales in a one-call consultation environment.
• Coordinate project handoffs with installation teams.

Required Skills

• In-home sales
• HVAC system inspection
• Heating and cooling system knowledge
• HVAC replacement recommendations
• Sales presentation
• Financing option presentation
• Consultative selling
• One-call closing
• Lead follow-up
• Customer handoff coordination