Comfort Advisor

Yellowstone Local; Mahopac (NY); On-site; USD 100,000 - 250,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) with employer match

PTO & paid holidays

Life insurance

Mileage reimbursement

Uncapped commissions

Job summary

Bell Mechanical is seeking an experienced in-home sales professional to conduct pre-scheduled consultations with homeowners across Westchester, Putnam, and Fairfield counties. You will assess HVAC needs, present solutions, and close sales for residential equipment including heat pumps and high-efficiency systems.

Expect strong earning potential with a structured compensation plan, upfront draw for the first 90 days, and uncapped commissions.

Qualifications

• Proven in-home sales experience in HVAC or related in-home services.
• Ability to close sales with homeowners in a consultative style.
• CRM proficiency with modern platforms for pipeline and follow-ups.
• Valid driver's license and reliable vehicle for visiting appointments.

Responsibilities

• Conduct 3 to 5 pre-scheduled in-home consultations daily across NY/NJ regions.
• Evaluate heating and cooling needs and recommend HVAC solutions.
• Present and sell residential HVAC equipment including heat pumps and energy-efficient systems.
• Explain pricing, financing options, and applicable rebates (e.g., NYS Clean Heat).
• Guide homeowners through the sales process and close high-quality deals.
• Maintain an organized sales pipeline and document interactions in CRM.

Skills

In-home sales

Closing sales,

CRM proficiency

Valid driver's license

Tools

ServiceTitan

Pipedrive

Job description

Yellowstone Local is proud to represent Bell Mechanical, a Hickory Company, an industry leader in residential HVAC services.

You know how to turn an in-home consultation into a closed sale, and now it's time to put your skills to work with qualified leads, advanced sales tools, and uncapped earning potential.

What's in it for You?

• On-Target Earnings: $100,000 to $250,000+ annually, with uncapped commission potential.

• Initial Compensation: $100,000 annualized draw for your first 90 days, followed by uncapped commission.

• Pre-Set Appointments: Run 3 to 5 qualified appointments daily without cold calling or purchasing leads.

• Work Schedule: Full-time, field-based position serving residential customers throughout Westchester, Putnam, and Fairfield Counties.

• Health Benefits: Medical, dental, and vision insurance.

• Retirement Plan: 401(k) with a 50% employer match on contributions up to 7%.

• Paid Time Off: PTO and paid holidays.

• Life Insurance: Life insurance benefits.

• Mileage Reimbursement: Reimbursement for work-related travel.

Why You'll Love It Here

• Established Customer Base: Represent Bell Mechanical, a trusted residential HVAC provider with decades of experience serving homeowners across the region.

• Focus on Closing Sales: Spend more time meeting qualified homeowners and less time searching for prospects, thanks to a steady flow of pre-set appointments.

• Technology That Works for You: Use Hickory OS, an AI-powered operating system that supports lead management, follow-ups, and sales coaching.

• Opportunity to Advance: Grow your career with a company that promotes from within and offers opportunities to move into leadership as its regional operations expand.

• Support That Drives Results: Benefit from AI-powered call coaching, data-driven sales insights, and tools designed to help you improve your performance.

• A Company Built for Growth: Join a business backed by Hickory, an owner-operated organization focused on long-term growth, employee development, and exceptional customer service.

Your New Role

• Conduct 3 to 5 pre-scheduled in-home sales consultations daily with homeowners throughout Mahopac, NY, Westchester and Putnam Counties in New York, and Fairfield County in Connecticut.

• Evaluate homeowners' heating and cooling needs, identify comfort concerns, and recommend HVAC solutions tailored to their homes.

• Present and sell residential HVAC equipment, including heat pumps, high-efficiency heating and cooling systems, geothermal solutions, and oil or gas-to-electric conversions.

• Design appropriate HVAC system solutions based on customer needs, home conditions, and available equipment options.

• Explain system features, pricing, financing options, and applicable utility rebates, including programs such as NYS Clean Heat.

• Guide homeowners through the sales process, address questions and concerns, and confidently close sales during in-home appointments.

• Maintain an organized sales pipeline, document customer interactions, and manage follow-ups using CRM platforms and Hickory OS.

• Use AI-powered sales tools, call coaching, and performance insights to strengthen presentations, improve follow-up efficiency, and increase sales effectiveness.

• Manage a full daily appointment calendar while ensuring timely communication and consistent follow-through with prospective customers.

• Proven In-Home Sales Experience: Demonstrated success closing residential sales in HVAC, solar, windows, roofing, or a comparable in-home sales industry, with measurable results you can discuss.

• Sales Performance: Ability to present solutions, address customer objections, and close sales consistently in a residential setting.

• Appointment Management: Ability to manage a high-volume daily appointment schedule while maintaining timely customer follow-ups.

• Customer Presentations: Ability to conduct professional, well-prepared in-home consultations and communicate effectively with homeowners.

• CRM Proficiency: Experience maintaining accurate customer records, sales activities, and pipeline updates using ServiceTitan, Pipedrive, or a comparable CRM platform.

• Coaching and Development: Willingness to receive feedback, apply sales coaching, and continuously improve sales performance.

• Valid Driver's License: A valid driver's license and reliable vehicle for traveling to customer appointments.

• Experience and Education: No specific degree or minimum number of years of experience required. Demonstrated in-home sales success is essential.

Bell Mechanical is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment regardless of race, color, religion, gender, gender identity, sexual orientation, national origin, genetics, disability, age, or veteran status.