In-Store Appointment Setter

Holbrook Heating Inc, a trusted local HVAC contractor in Jamesville, NY, is seeking an In-Store Appointment Setter to engage shoppers and generate qualified leads for residential heating, cooling, and indoor air quality services. In this role, you'll greet customers in partnered retail locations, explain energy-efficient comfort solutions, and schedule in-home consultations for our technicians and comfort specialists. You'll use scripts, tools, and training to educate homeowners, capture accurate contact details, and meet daily and weekly lead goals while reflecting our family-like, integrity-driven culture. Holbrook Heating provides steady, year-round work, ongoing technical and sales training, growth opportunities within the HVAC industry, and a supportive, safety-focused team environment. This position is ideal for individuals who enjoy face-to-face interaction, have strong communication skills, and want to build a career in home services or construction-related trades.

Responsibilities

• Proactively approach in-store shoppers to introduce Holbrook Heating's HVAC and home comfort solutions.
• Qualify prospects by asking basic comfort, energy, and equipment questions.
• Schedule in-home consultations and service appointments using company tools and scripts.
• Accurately capture customer information and enter leads into CRM or tracking systems.
• Represent the Holbrook Heating brand with professionalism, integrity, and product knowledge.
• Collaborate with sales and installation teams to ensure smooth handoff of scheduled appointments.
• Meet or exceed daily and weekly goals for conversations, leads, and booked appointments.
• Maintain a clean, branded in-store display and marketing materials.
• Participate in ongoing training on HVAC products, promotions, and safety procedures.

Required Skills

• Customer service
• Cold calling
• Sales lead generation
• Appointment scheduling
• Basic HVAC knowledge
• CRM or lead tracking software
• Verbal communication
• Time management
• Conflict resolution
• Data entry