Planned Maintenance Agreement Representative

Conditioned Air Company of Naples, LLC; Fort Myers (FL); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

8 paid holidays

Medical, dental, vision

401(k) retirement plan

Life and disability insurance

Job summary

Conditioned Air Company of Naples, LLC in Fort Myers, FL seeks a Planned Maintenance Agreement Representative to grow our maintenance contract base by educating homeowners, managers, and business owners on preventive maintenance and by presenting tailored service proposals.

The role emphasizes on-site HVAC evaluations, clear pricing, and strong relationship building with customers, property and facility managers, and our service/estimating teams. Travel required; valid driver's license preferred.

Qualifications

• 2+ years of service contract sales experience.
• Experience prospecting, cold calling, networking, following up on referrals, and generating new leads.
• Comfortable contacting new and existing customers to understand their needs and explain how products and services can help.
• Skilled at building relationships with property managers, facility managers, business owners, and homeowners.
• Professional and comfortable negotiating pricing, answering customer questions, and supporting post‑sale satisfaction.
• Motivated to meet or exceed monthly and annual sales goals.
• Able to present planned maintenance programs and explain benefits such as energy efficiency, extended equipment life, and reduced downtime.
• Able to conduct on‑site evaluations of HVAC equipment and prepare tailored service proposals.
• Working knowledge of HVAC systems and terminology is highly desirable.
• HVAC experience is a plus.
• Good knowledge of HVAC systems and all makes, including DX, heat pumps, and water‑cooled systems, is preferred.
• Able to stay informed on HVAC products, industry trends, and competitor offerings.
• Comfortable preparing pricing, proposals, and contract documents in partnership with service and estimating teams.
• Organized and able to maintain CRM activity, prospects, follow‑ups, and customer records accurately.
• Strong communication, customer service, follow‑up, and relationship‑building skills.
• Able to work closely with service, operations, call center, estimating, and leadership teams.
• Dependable, consistently on time, responsive to direction, and open to feedback.

Responsibilities

• Grow planned maintenance agreement customer base.
• Educate customers on preventive maintenance value.
• Prepare service proposals and contracts with teams.
• Build long‑term relationships with homeowners, property managers, facility managers, and business owners.

Skills

Service contract sales

Prospecting

Cold calling

Networking

Lead generation

Customer outreach

Relationship building

Pricing negotiation

Sales targets

Present maintenance programs

On-site evaluations

HVAC knowledge

HVAC experience

DX systems

Heat pumps

Water-cooled systems

Industry trends awareness

Pricing/proposals

CRM management

Customer service

Cross-functional collaboration

Dependability

Tools

CRM systems

Job description

Planned Maintenance Agreement Representative

This role is responsible for growing our planned maintenance agreement customer base by connecting with new and existing customers, educating them on the value of preventative maintenance, preparing service proposals, and building long‑term relationships with homeowners, property managers, facility managers, and business owners.

Sales & Customer Relationships

• 2+ years of service contract sales experience.
• Experience prospecting, cold calling, networking, following up on referrals, and generating new leads.
• Comfortable contacting new and existing customers to understand their needs and explain how products and services can help.
• Skilled at building relationships with property managers, facility managers, business owners, and homeowners.
• Professional and comfortable negotiating pricing, answering customer questions, and supporting post‑sale satisfaction.
• Motivated to meet or exceed monthly and annual sales goals.

Planned Maintenance & HVAC Knowledge

• Able to present planned maintenance programs and explain benefits such as energy efficiency, extended equipment life, and reduced downtime.
• Able to conduct on‑site evaluations of HVAC equipment and prepare tailored service proposals.
• Working knowledge of HVAC systems and terminology is highly desirable.
• HVAC experience is a plus.
• Good knowledge of HVAC systems and all makes, including DX, heat pumps, and water‑cooled systems, is preferred.
• Able to stay informed on HVAC products, industry trends, and competitor offerings.

Administrative & Team Support

• Comfortable preparing pricing, proposals, and contract documents in partnership with service and estimating teams.
• Organized and able to maintain CRM activity, prospects, follow‑ups, and customer records accurately.
• Strong communication, customer service, follow‑up, and relationship‑building skills.
• Able to work closely with service, operations, call center, estimating, and leadership teams.
• Dependable, consistently on time, responsive to direction, and open to feedback.

Requirements

• High School Diploma or GED required.
• Valid driver’s license required.
• Travel required; vehicle allowance provided.

Benefits

We offer 8 paid holidays, company‑paid basic life and long‑term disability, PTO, medical, dental, vision, supplemental insurance benefits (accident, critical illness), 401(k) retirement plan, and a great atmosphere with ongoing training and teamwork.

Equal Employment Opportunity

Conditioned Air provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Drug‑Free Workplace

In compliance with the Drug‑Free Workplace Act of 1988, Conditioned Air has a longstanding commitment to provide a safe, quality‑oriented, and productive work environment. Alcohol and drug abuse pose a threat to the health and safety of Conditioned Air employees and to the security of the company’s equipment and facilities. For these reasons, Conditioned Air is committed to the elimination of drug and alcohol use and abuse in the workplace.