Comfort Consultant

The Green Air Group, LLC; Freeport (FL); On-site; USD 45,000 - 70,000; Full time

Job summary

The Green Air Group, LLC is seeking a Comfort Consultant for a full-time, on-site role in Freeport, FL. You will meet with residential and light commercial customers to assess comfort, energy efficiency, and system performance, then present tailored HVAC solutions and detailed proposals.

You will conduct in-home evaluations, coordinate with service and installation teams, and maintain accurate CRM records while staying current on energy-efficient products.

Qualifications

• Meet with homeowners and light commercial customers to evaluate HVAC system and comfort concerns.
• Educate customers on equipment, features, warranties, maintenance options, and financing.
• Present multiple equipment options with accurate written proposals.
• Obtain required signatures, deposits, financing approvals, and other documentation.
• Follow up on unsold estimates and maintain an active pipeline of open opportunities.
• Maintain company pricing standards and required gross-profit margins.
• Inspect existing HVAC equipment and document equipment type, size, age, location, controls, electrical requirements, refrigerant type, drainage, and accessibility.
• Coordinate with management or technical personnel when unusual or complex installation conditions are discovered.

Responsibilities

• Respond to company-generated HVAC replacement and comfort-system sales opportunities.
• Meet with homeowners and light commercial customers to evaluate their existing HVAC system and identify comfort concerns.
• Discuss customer needs including temperature control, humidity, energy efficiency, indoor air quality, equipment reliability, noise, and budget.
• Educate customers on available HVAC equipment, system features, warranties, maintenance options, and financing.
• Present multiple equipment or system options when appropriate.
• Prepare and present accurate written proposals using company-approved pricing.
• Professionally address customer questions and objections and ask for the sale.
• Obtain required customer signatures, deposits, financing approvals, and other documentation.
• Follow up with unsold estimates and maintain an active pipeline of open opportunities.
• Maintain company pricing standards and required gross-profit margins.
• Inspect existing HVAC equipment and document equipment type, size, age, location, controls, electrical requirements, refrigerant type, drainage, and accessibility.
• Evaluate visible ductwork and identify potential airflow or comfort concerns.
• Measure and photograph equipment locations and relevant installation conditions.
• Identify potential installation challenges before the project is sold.
• Determine whether duct modifications, electrical work, drainage modifications, specialty equipment, permits, or additional technical evaluation may be required.
• Coordinate with management or technical personnel when unusual or complex installation conditions are discovered.
• Ensure recommended equipment is appropriate for the application and consistent with company installation standards.

Skills

HVAC knowledge

Sales skills

Customer engagement

Presentation skills

CRM proficiency

Tools

ServiceTitan

Job description

Company Description Green Air is the service arm of The Green Air Group, LLC, providing residential, commercial, and contractor-focused solutions in air conditioning, and plumbing trades. The company is large enough to handle a wide range of customer needs yet remains family-owned and locally rooted, with active involvement in the community. Green Air emphasizes exceptional customer service and long-term relationships built on trust and reliability. The brand is driven by the belief that technology will continually advance toward more efficient power usage, and the team is committed to staying ahead of that curve. This focus allows Green Air to offer customers strong value, energy-efficient options, and modern comfort solutions.

Role Description The Comfort Consultant is a full-time, on-site role based in Freeport, FL. This position is responsible for meeting with residential and commercial customers to assess comfort, energy efficiency, and system performance needs, and then recommending tailored HVAC solutions. Daily tasks include conducting in-home or on-site evaluations, presenting system options and pricing, preparing detailed proposals, and following up with customers throughout the sales cycle. The Comfort Consultant collaborates with service and installation teams to ensure smooth project handoffs, accurate scheduling, and high-quality installations. The role also involves maintaining accurate records in the company’s CRM, staying current on evolving technologies and energy-efficient products, and consistently promoting Green Air’s commitment to customer service and community values.

Qualifications

• Respond to company-generated HVAC replacement and comfort-system sales opportunities.
• Meet with homeowners and light commercial customers to evaluate their existing HVAC system and identify comfort concerns.
• Discuss customer needs including temperature control, humidity, energy efficiency, indoor air quality, equipment reliability, noise, and budget.
• Educate customers on available HVAC equipment, system features, warranties, maintenance options, and financing.
• Present multiple equipment or system options when appropriate.
• Prepare and present accurate written proposals using company-approved pricing.
• Professionally address customer questions and objections and ask for the sale.
• Obtain required customer signatures, deposits, financing approvals, and other documentation.
• Follow up with unsold estimates and maintain an active pipeline of open opportunities.
• Maintain company pricing standards and required gross-profit margins.
• Inspect existing HVAC equipment and document equipment type, size, age, location, controls, electrical requirements, refrigerant type, drainage, and accessibility.
• Evaluate visible ductwork and identify potential airflow or comfort concerns.
• Measure and photograph equipment locations and relevant installation conditions.
• Identify potential installation challenges before the project is sold.
• Determine whether duct modifications, electrical work, drainage modifications, specialty equipment, permits, or additional technical evaluation may be required.
• Coordinate with management or technical personnel when unusual or complex installation conditions are discovered.
• Ensure recommended equipment is appropriate for the application and consistent with company installation standards.

The Comfort Consultant may recommend solutions including:

• Heat pumps and straight-cool systems
• Variable-speed and inverter systems
• Ductless and mini-split systems
• Smart thermostats and controls
• Air filtration and indoor air quality products
• Duct modifications
• Maintenance agreements
• Extended labor warranties and protection plans

Required documentation may include:

• Equipment type, size, and model
• Equipment and thermostat locations
• Accessories and indoor air quality products
• Site photographs and measurements
• Ductwork modifications
• Electrical requirements
• Drainage modifications
• Equipment access limitations
• Specialty equipment or crane requirements
• Customer requests and expectations
• Installation scheduling considerations
• HOA or property requirements disclosed by the customer
• Other unusual jobsite conditions

All customer agreements, pricing, discounts, financing terms, warranties, and installation requirements must be accurately documented in ServiceTitan.

The Comfort Consultant is responsible for ensuring that promises made during the sales process are properly documented and communicated to the installation and operations teams.

• Provide a professional, respectful, and educational customer experience.
• Arrive on time for scheduled appointments or communicate promptly regarding delays.
• Maintain professional appearance and conduct while representing the company.
• Respect customers’ homes and property.
• Respond promptly to customer questions and concerns.
• Maintain regular follow-up with customers who have not yet made a purchasing decision.
• Document reasons for lost sales whenever possible.
• Assist with resolving sales-related customer concerns when appropriate.
• Build long-term customer relationships that encourage repeat business, maintenance agreements, referrals, and positive reviews.
• Never misrepresent equipment capabilities, warranties, financing terms, rebates, expected energy savings, or installation requirements.