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Residential HVAC & Plumbing Sales Consultant

Ideal Services CompanyHolly Springs, North Carolina🇺🇸United States

Quick overview

SeniorityMid Senior
Employment typeFull Time
Work modeOn Site
LocationHolly Springs, North Carolina, United States
HVACPlumbing

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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