HVAC Lead Generator & Appointment Setter (Retail)

McCrea Equipment; Maryland; On-site; USD 25,000 - 28,000; Full time

Job summary

McCrea Heating & Air Conditioning Services of MD, LLC is seeking a Lead Generator to engage retail customers in Columbia, MD and surrounding areas, promoting HVAC services and scheduling equipment consultations or replacements.

The role involves customer outreach, setting appointments, and hitting lead-generation targets while working across multiple locations and schedules, including weekends. Training and a customer-first approach are emphasized.

Qualifications

• Strong verbal communication and interpersonal skills.
• Comfortable approaching and engaging with customers in a retail environment.
• Friendly, outgoing, professional, and customer-focused demeanor.
• Self-motivated, dependable, and able to work independently.
• Reliable transportation to and from the assigned work location.
• Ability and willingness to learn company services, products, and lead-generation processes through training.

Responsibilities

• Greet and engage retail customers in a friendly, professional, and approachable manner.
• Initiate conversations with customers to identify potential heating and cooling needs and interest in HVAC services.
• Promote McCrea Heating & Air Conditioning Services and educate customers on available HVAC services and solutions.
• Identify qualified sales opportunities and schedule appointments for HVAC consultations, equipment replacements, or upgrades.
• Work collaboratively with store personnel to maximize lead-generation opportunities and maintain a positive customer experience.
• Accurately record customer information, leads, and scheduled appointments in accordance with company procedures.
• Meet established lead-generation and appointment-setting goals.
• Participate in training to develop product knowledge, customer engagement, and sales skills.
• Assist with the setup, maintenance, and breakdown of promotional materials and displays as needed.
• Maintain a professional appearance and demeanor while representing the company positively while interacting with customers.
• Contribute ideas and feedback to improve lead-generation strategies and customer engagement.

Skills

Verbal communication

Customer engagement

Retail/customer service

Job description

McCrea Heating & Air Conditioning Services of MD, LLC is seeking a Lead Generator to engage retail customers in Columbia, MD and surrounding areas, promoting HVAC services and scheduling equipment consultations or replacements.

The role involves customer outreach, setting appointments, and hitting lead-generation targets while working across multiple locations and schedules, including weekends. Training and a customer-first approach are emphasized.