HVAC Outbound Sales Representative

Description

The HVAC Outbound Sales Representative is responsible for generating new business opportunities through proactive outreach, relationship building, and consultative selling of HVAC products and services. This role focuses on identifying prospective residential and/or commercial customers, educating them on solutions, and closing sales that drive revenue growth while delivering an exceptional customer experience.

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Key Responsibilities

Conduct outbound prospecting via phone, email, and social media outlets to generate new leads and appointments.

Identify customer needs and recommend appropriate HVAC maintenance plans, services, and upgrades.

Educate customers on memberships, indoor air quality, and cost-saving solutions.

Prepare and present quotes, proposals, and financing options.

Follow-up on leads promptly to maintain a strong sales pipeline.

Build and maintain relationships with homeowners, property managers, builders, and business owners.

Meet or exceed monthly and quarterly sales targets.

Maintain accurate records of customer interactions and opportunities in CRM software.

Coordinate with installation and service teams to ensure smooth project execution.

Stay current on HVAC products, industry trends, and local market conditions.

Represent the company professionally in all customer interactions.

Requirements

High school diploma or equivalent (Associate’s or Bachelor’s degree preferred).

2+ years of outbound sales experience (in-home sales, B2C, or B2B preferred).

Strong communication, negotiation, and closing skills.

Ability to generate leads through cold calling, networking, and self-directed prospecting.

Basic understanding of HVAC systems or willingness to learn technical concepts quickly.

Valid driver’s license and reliable transportation (if field-based).

Proficiency with CRM platforms and Microsoft Office/Google Workspace.

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Preferred Qualifications

Prior HVAC, construction, home services, or mechanical sales experience.

Experience with financing options and presenting ROI-based solutions.

Comfort working in a commission-driven environment.

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Core Competencies

Results-driven with a strong hunter mentality

Customer-focused consultative selling approach

Self-motivated and disciplined in managing time and territory

Ability to explain technical solutions in clear, simple terms

Strong follow-up and relationship-building skills

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Compensation & Benefits (Customize as Needed)

Base salary + uncapped commission

Performance bonuses and sales incentives

Health, dental, and vision insurance

Paid time off and holidays

Ongoing sales and product training

Career advancement opportunities

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Success Metrics

Monthly revenue generated

Number of outbound contacts and appointments set

Close rate on proposals

Average ticket value

Customer satisfaction and retention