Comfort Advisor / HVAC Sales
Friends-and-Family-HVAC
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Benefits offered by this job
Job summary
Friends & Family HVAC, based in Canyon Lake, California, seeks an HVAC Comfort Advisor – In-Home Sales to guide homeowners in selecting heating and cooling solutions. This full-time, field-based role involves on-site consultations, needs assessment, and detailed proposals to meet customer budgets and comfort goals.
The ideal candidate has HVAC knowledge, strong communication, and proven ability to close sales.
Qualifications
- Demonstrated knowledge of residential HVAC systems, products, and replacement solutions.
- Strong written and verbal communication skills.
- Ability to explain technical information clearly to homeowners.
- Strong customer service, problem-solving, and interpersonal skills.
- Ability to prepare accurate estimates and professional sales proposals.
- Ability to work independently and manage customer appointments efficiently.
- Dependability, professionalism, and strong organizational skills.
- Commitment to honesty, integrity, and customer satisfaction.
- Valid driver's license and ability to meet applicable company vehicle driving requirements.
- Ability to travel throughout Riverside County and surrounding assigned service areas.
- California CSLB Home Improvement Salesperson (HIS) registration when required for assigned duties.
Responsibilities
- Meet with prospective customers to understand heating, cooling, and indoor comfort needs.
- Identify customer preferences, concerns, and budget considerations.
- Build trust and long-term customer relationships through professionalism, honesty, and exceptional service.
- Educate homeowners on available HVAC products, services, and replacement options.
- Evaluate existing HVAC systems to identify performance concerns, inefficiencies, and replacement opportunities.
- Assess customer comfort goals and system requirements.
- Develop customized HVAC system recommendations based on customer requirements.
- Demonstrate knowledge of equipment sizing, system efficiency, installation considerations, and applicable industry standards.
- Coordinate with installation teams to ensure proposed systems meet project requirements.
- Prepare accurate estimates for equipment, installation, and services.
- Create professional proposals outlining specifications, energy-efficiency ratings, pricing, and options.
- Explain system benefits, warranties, and financing options.
Skills
Tools
Job description
$16.90 Hourly Pay + Generous Bonus Plan | $200K–$350K Annual Earning Potential | Company Vehicle + Benefits
Canyon Lake, California | Serving Riverside County & Surrounding Counties
Work Location: On the Road
Schedule: Monday–Friday | Weekends as Needed
Your talent deserves opportunity. Your hard work deserves recognition. Your career deserves Friends & Family HVAC!
At Friends & Family HVAC, we believe great companies are built by great people!
We are a family-oriented heating and air conditioning company based in Canyon Lake, California, proudly serving homeowners throughout Riverside County and surrounding counties. We are committed to delivering exceptional customer service, quality workmanship, and reliable home comfort solutions to the communities we serve.
Our success is built on integrity, professionalism, teamwork, and genuine relationships with our customers.
We understand that our employees are the foundation of our company. That's why we strive to create a positive, supportive, and rewarding workplace where hard work is recognized, contributions are valued, and professional growth is encouraged.
We are seeking an experienced, motivated, and results-driven HVAC Comfort Advisor who shares our commitment to excellence and takes pride in helping homeowners make informed decisions about their comfort.
If you're a proven HVAC sales professional who enjoys building relationships, delivering exceptional customer experiences, and being rewarded for outstanding performance, we want you on our team!
We believe our employees deserve a workplace where professionalism, teamwork, accountability, and mutual respect are part of everyday operations.
- Hourly Pay + Generous Performance-Based Bonus Plan: We believe exceptional performance deserves recognition and rewards.
- Outstanding Earning Potential: Opportunities for experienced, high-performing Comfort Advisors to achieve significant annual earnings.
- Company-Provided Vehicle: A company vehicle for authorized business use.
- Family-Oriented Culture: Be part of a company that values teamwork, respect, and supporting one another.
- Supportive Leadership: Work with a team committed to providing the resources and communication needed to succeed.
- Career Growth Opportunities: Continue developing your professional skills and building a rewarding career in the HVAC industry.
- Commitment to Quality: Represent a company that takes pride in workmanship, integrity, and customer satisfaction.
- Employee Benefits: Access to company-sponsored benefits for eligible employees.
- Customer-First Philosophy: Help homeowners find reliable solutions that improve their comfort and quality of life.
The HVAC Comfort Advisor plays an essential role in helping homeowners identify and select heating and cooling solutions that meet their comfort needs.
This position combines technical HVAC knowledge, consultative selling, customer relationship management, and exceptional communication skills.
The ideal candidate understands the importance of listening to customers, recommending appropriate solutions, and delivering an outstanding customer experience from the initial consultation through the completed sale.
- Meet with prospective customers to understand their heating, cooling, and indoor comfort needs.
- Identify customer preferences, concerns, and budget considerations.
- Build trust and long-term customer relationships through professionalism, honesty, and exceptional service.
- Educate homeowners on available HVAC products, services, and replacement options.
- Evaluate existing HVAC systems to identify performance concerns, inefficiencies, and replacement opportunities.
- Assess customer comfort goals and system requirements.
- Recommend appropriate HVAC solutions based on customer needs and technical findings.
- Develop customized HVAC system recommendations based on customer requirements.
- Demonstrate knowledge of equipment sizing, system efficiency, installation considerations, and applicable industry standards.
- Coordinate with installation teams to help ensure proposed systems meet project requirements.
- Recommend solutions that balance performance, comfort, energy efficiency, and customer expectations.
- Prepare accurate and detailed estimates for HVAC equipment, installation, and related services.
- Create professional proposals outlining equipment specifications, energy-efficiency ratings, pricing, and available options.
- Clearly explain system benefits, product differences, warranties, and available financing programs.
- Present HVAC replacement recommendations clearly, confidently, and professionally.
- Communicate the value of recommended products and services.
- Address customer questions and objections respectfully and effectively.
- Negotiate within approved company pricing and sales guidelines.
- Close sales while maintaining ethical business practices and a customer-first approach.
- Work toward established sales and performance goals.
- Maintain accurate records of customer interactions, estimates, proposals, and sales activities.
- Document relevant customer information in company-approved systems, including Housecall Pro.
- Follow established company procedures for sales documentation and customer follow-up.
- Provide regular updates and sales reports to management.
- Communicate effectively with dispatch, installation teams, and other departments to support a smooth customer experience.
- Demonstrated knowledge of residential HVAC systems, products, and replacement solutions.
- Strong written and verbal communication skills.
- Ability to explain technical information clearly to homeowners.
- Strong customer service, problem-solving, and interpersonal skills.
- Ability to prepare accurate estimates and professional sales proposals.
- Ability to work independently and manage customer appointments efficiently.
- Dependability, professionalism, and strong organizational skills.
- Commitment to honesty, integrity, and customer satisfaction.
- Valid driver's license and ability to meet applicable company vehicle driving requirements.
- Ability to travel throughout Riverside County and surrounding assigned service areas.
- Ability to obtain and maintain applicable California CSLB Home Improvement Salesperson (HIS) registration when required for assigned duties.
- Five or more years of HVAC sales or Comfort Advisor experience.
- Proven success in residential HVAC replacement sales.
- Strong understanding of HVAC system design, equipment sizing, and energy efficiency.
- Experience with HVAC sales presentations, customer financing, and proposal development.
- Experience using Housecall Pro or similar customer management software.
- EPA Section 608 certification, where relevant to assigned responsibilities.
- Spanish-language proficiency is a plus.
At Friends & Family HVAC, our reputation is built on the quality of our work and the professionalism of our team.
- Maintain a professional appearance consistent with company dress and safety standards.
- Communicate respectfully with customers, coworkers, and management.
- Demonstrate accountability, honesty, and reliability.
- Follow company policies, procedures, and customer service expectations.
- Represent the company positively during customer interactions.
- Maintain accurate sales records and follow-up documentation.
- Work collaboratively with team members to deliver exceptional service.
Employment-related background screening and drug testing, if applicable, will be conducted in accordance with federal, state, and local laws.
At Friends & Family HVAC, we believe exceptional performance deserves exceptional rewards!
We offer Hourly Pay PLUS a Generous Performance-Based Bonus Plan, designed to recognize your sales expertise, dedication, and commitment to outstanding customer service.
- Hourly Pay: $16.90 per hour, or a higher applicable local minimum wage where required, in accordance with California wage-and-hour laws.
- Generous Performance-Based Bonus Plan
- Annual Earning Potential: $200,000–$350,000, based on individual performance and applicable bonus plan terms.
- Opportunities to increase earnings through exceptional sales performance.
Actual earnings vary based on individual performance and the applicable compensation plan. Total annual earnings are not guaranteed.
We believe taking care of our team is an important part of building a successful company.
- Medical insurance.
- Dental insurance.
- Vision insurance.
- Life insurance.
- Simple IRA.
- Paid time off.
- Company-provided vehicle for authorized business use.
- Employee discounts, where applicable.
Benefit eligibility, waiting periods, and coverage are subject to applicable company policies and benefit plan terms.
HVAC Comfort Advisor – In-Home Sales.
Full-Time.
- Monday through Friday.
- Typical start time: 9:00 AM.
- Typical end time: 6:00 PM.
- Weekend availability as business needs require.
- Actual hours and schedules may vary based on customer appointments and operational needs.
- Field-based position.
- Based in Canyon Lake, California.
- Serving Riverside County and surrounding counties.
- Local travel to customer homes throughout assigned service areas is required.
Friends & Family HVAC is committed to maintaining a professional, safe, and legally compliant workplace.
Candidates selected for this position must meet the following requirements, as applicable to their assigned duties:
- California CSLB Registration: Obtain and maintain an active Home Improvement Salesperson (HIS) registration when required by California law before performing activities requiring registration.
- Valid Driver's License: Maintain a valid driver's license and meet applicable company vehicle driving requirements.
- Employment Eligibility: Provide documentation establishing identity and authorization to work in the United States, in accordance with federal employment verification requirements.
- Company Policies: Follow applicable company policies, professional standards, customer service expectations, and safety procedures.
- Wage & Hour Compliance: Compensation consists of hourly pay plus a generous performance-based bonus plan, administered in accordance with applicable California wage-and-hour laws.
- Background Screening: Any employment-related background screening will be conducted in accordance with applicable California and federal laws.
- Equal Employment Opportunity: Friends & Family HVAC provides equal employment opportunities and reasonable accommodations in accordance with applicable law.
We want professionals who are passionate about their work and take pride in being part of a successful team.
- Has a strong work ethic and a positive attitude.
- Enjoys helping homeowners find the right comfort solutions.
- Is motivated to achieve and exceed performance goals.
- Values honesty, professionalism, and customer satisfaction.
- Understands the importance of teamwork and communication.
- Takes ownership of responsibilities and follows through on commitments.
- Wants to grow professionally while contributing to the success of the company.
Friends & Family HVAC is an Equal Opportunity Employer. Employment decisions are based on job-related qualifications and business needs without regard to any characteristic protected by applicable federal, state, or local law.
We are committed to providing equal employment opportunities and reasonable accommodations to qualified applicants and employees in accordance with applicable law.
Pay: $200,000.00 - $350,000.00 per year.
- Company car.
- Dental insurance.
- Health insurance.
- Life insurance.
- Paid time off.
- Paid training.
- Vision insurance.
- Driver's License (Required).
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