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Comfort Advisor

Job summary:

The Comfort Advisor is a professional representative of 72 Degrees Air Conditioning & Heating. Your role is to deliver the most efficient, highest quality experience in residential HVAC sales. You will meet with clients in their homes to discuss their heating and cooling needs and present solutions to make their personal space more comfortable. Additionally, you will develop marketing strategies to reach new customers and maintain relationships with current customers to determine other needs.

Duties and Responsibilities:

The essential functions include, but are not limited to the following:

  • Meeting the client’s needs and wants while meeting the minimum budgeted sales as outlined below
  • Leads are valuable assets of the company and should be treated as such:
    • Maintain a closing ratio on technician-generated leads of 75% or higher
    • Maintain a closing ratio on marketed leads of 50% or higher
    • Maintain a closing ration on Costco leads of 25% or higher
    • Maintain an average sale price of $8,450 or higher across all leads ran
  • Arrive at appointments 5 – 10 minutes ahead of time. First call no later than 9:00am.
  • If both decision makers are not present, perform a partial survey and reset the appointment time when all decision makers are available.
  • Complete the Comfort Survey and a Home Analysis on every call.
  • Provide homeowner with proposal in the home 95% of the time.
  • Prepare and present home energy improvement proposals to homeowner’s in-person at their home.
  • Selling HVAC products and meeting established company standards and sales expectations.
  • Understand and capably present financing options that are offered by approved financing companies.
  • Understanding the salesperson guidelines and practices as explained in the “Sales Contract”.
  • Actively follow-up on all sales leads and customer requests.
  • Provide excellent customer service (the WOW factor). Our salespeople own the job from the sales presentation through the installation of the equipment including any follow-up visits.
  • Complete all paperwork in a timely and accurate manner. The Comfort Advisor is responsible for financing paperwork as well as ensuring collection of cash payments. Commission is not paid until the company is paid for the job or the client has signed a financing completion form.
  • Develop options for each client to match their needs, wants and budgets.
  • Demonstrate a thorough understanding of the products and services we provide.
  • Spend at least two hours each week reading or listening to self-improvement or sales-related books, video, or audio.
  • Conduct daily activities with the highest level of honesty and integrity, and always display a positive attitude toward fellow team members.
  • Able to work individually and as part of a team to ensure superior customer satisfaction and positive working environment.
  • Debrief every call with SLC (immediately).
  • Company property (iPad/iPhone/vehicle) used for work purposes only.
  • Arrive on time for sales training meeting with sales manager, as scheduled.
  • Start every day at the office.
  • You are expected to be in the office when not running leads, following up, calling past customers.
  • The commission sheet is approved by the Sales Manager before commission is paid.
  • Strictly follow company Code of Ethics.


  • High school diploma/GED required
  • Associate degree preferred but not required
  • Have a valid driver’s license and clean driving record
  • 5+ years’ experience in sales
  • Self-starter, reliable, flexibility with hours
  • Exceptional customer service skills
  • Must pass random drug testing and background check
  • Be able to operate a smartphone and tablet
  • Be willing to travel out of town up to a week at a time for training
  • Possess basic and/or advanced trade experience preferred
  • Present and communicate professionally (written and verbal)
  • Excellent interpersonal communication skills
  • Able to work both independently and as part of a team

Working Conditions:

  • Work both indoors and outdoors
  • Exposure to very hot or very cold temperatures
  • Will be in proximity to hazardous conditions, equipment, and situations
  • Employees may be exposed to moderate levels of noise and wildlife – birds, rodents, etc. (living and/or dead)
  • Wear safety attire, such as goggles or other protective clothing
  • Could be exposed to sounds and noise levels that are uncomfortable and distracting
  • Work in high or elevated places
  • Available to work extended hour, holidays and weekends

Physical Requirements:
Must be able to:

  • Climb up and down on ladders and equipment
  • Have no fear of heights
  • Ladder work and tight space work required from time to time
  • Heavy lifting (50 lbs.), twisting, bending, use of both hands and arms, kneeling, squatting, standing and/or walking for long periods
  • Wear personal protective equipment (as needed)
  • Work more than 40 hours per work week and up to 12 hours per day

  • Fixed Right or It’s Free

  • Flexible Financing Available

  • Fair, Upfront Pricing

  • Emergency Services Available 24/7

  • Reliable Service Since 1986