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Full time
Sales
IS

Comfort Consultant

Ideal Services CompanyHolly Springs, North Carolina🇺🇸United StatesPosted Sep 27, 2026

Quick Overview

Seniority
Mid Senior
Employment type
Full Time
Work mode
On Site
Location
Holly Springs, North Carolina, United States
CRMUpselling

Job Description

Ideal Services Company is seeking a Comfort Consultant to guide homeowners and small businesses in the Henderson and greater Las Vegas area through HVAC and plumbing solutions. In this field-based role, you'll visit customer locations, assess comfort and system needs, explain repair vs. replacement options, and present clear, value-focused proposals for energy-efficient equipment and services. You'll collaborate closely with technicians, use modern tools and training to stay current on products and codes, and build long-term customer relationships. Expect year-round work, advancement opportunities, and a professional, family-like team culture focused on reliability, safety, and craftsmanship.

Responsibilities

  • Conduct in-home comfort consultations for residential and light commercial customers
  • Assess HVAC and basic plumbing needs, comfort issues, and energy concerns
  • Explain repair, replacement, and upgrade options in clear, customer-friendly terms
  • Prepare and present detailed proposals and estimates for systems and services
  • Recommend energy-efficient and indoor air quality solutions
  • Collaborate with technicians to schedule and execute approved work
  • Use field service or CRM software to document visits and follow-ups
  • Promote maintenance agreements and additional services to build long-term relationships
  • Follow safety protocols, driving, and on-site conduct standards
  • Support company reputation through punctual, professional, and respectful service

Required Skills

  • Residential HVAC diagnostics
  • Basic plumbing systems knowledge
  • In-home sales/comfort consulting
  • Load calculations and system sizing
  • Energy-efficiency and IAQ solutions
  • Reading estimates and work orders
  • CRM or field service software
  • Safety and PPE practices
  • Upselling maintenance agreements
  • Technical product knowledge for HVAC equipment

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