HVAC Outbound Sales Representative

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.