Salesperson

Position Objective and Purpose :

The Comfort Consultant (Estimator) is responsible for meeting with customers and determining their needs, properly estimating the materials, labor and cost to perform the work necessary or recommended, provide a proposal to the customer, close the sale and thereafter manage that project to completion and collection.

Their job is technical, sales and management all at once.

Essential Duties and Responsibilities :

Technical :

• Determine what work needs to be performed based on applicable municipal codes and requirements and manufacturer specifications.
• Properly estimate the amount of labor and materials required to accomplish the work safely and properly.
• Provide customer with alternative installations and upgrades
• Take before pictures of proposed job during estimate and save digital copies in the appropriate customer file.

Sales :

• Properly service customer from both a sales and business relationship standpoint.
• Provide proposal to the customer specifying exactly what Bruni and Campisi will include and exactly what Bruni and Campisi will exclude .
• Use equipment, costs, pricing, mark-ups, etc. as provided and specified by Bruni & Campisi management and Bruni & Campisi procedures.
• Provide proposal to the customer during the first sales appointment, whenever possible. If not possible, proposal must be hand-delivered by the Comfort Consultant or emailed to the customer within 2 calendar days.
• Follow up with all open estimates on a weekly basis, unless otherwise directed by the customer.
• Meet with the Installation Supervisor and Technicians on job sites when requested.
• For jobs longer than 3 days, the Comfort Consultant must visit the job site no less than once every other work day.
• Meet with the customer at the end of each job to :
• o Go over work performed and verify the work is complete and all items contracted have been properly installed or delivered.
• o Verify customer is 100% satisfied and customer's needs have been met.
• o Collect any outstanding payments owed to Bruni and Campisi.
• o Complete the Job Completion Checklist.
• o Take photos of the completed job.

Management :

• o Job Start Sheet
• o Material Lists
• o Customer Signed Contract
• o Utility Submissions
• o Site Plans

Other Responsibilities :

• Attend all Sales Meetings
• Perform other duties as assigned.
• Ensure that all sub-contractors (if required) paperwork is current, and copies have been obtained.
• Ensure that all costs associated with the estimating process are reviewed (using established guidelines) for accuracy periodically including, insurance, permits and labor rates, and subcontractor (if required).
• Respond to any customer questions or complaints that are escalated from Installation Managers
• Work closely and positively with the Installation Supervisors, Accounting, Installation Dispatcher, and Municipal Clerk to provide a positive and seamless experience for the customer.

Minimum Qualifications :

• Minimum of five years sales experience is required.
• Estimating / job management experience in either heating or air conditioning installation or another related field is preferred.
• Valid Driver's License

Education and Training :

High school diploma.

Experience and Skills Required :

• Computer proficient with estimating software, MS Office, Adobe Acrobat
• Strong working knowledge of heating and air conditioning industry preferred.
• Must have the ability to work effectively in and foster a participative, team-oriented environment.
• Must have the ability to establish and maintain strong working relationships with others and to communicate ideas effectively, orally and in writing.
• Must be detail-oriented
• The qualifications listed above are guidelines. Other combinations of education and experience would provide the necessary knowledge, skills and abilities to perform this job.

Authority :

The Estimator is given the authority required to complete the requirements of the position.

Measures of Performance :

• Dollar value of gross sales vs. forecast
• Average days to provide estimate is less than 2.
• Average gross profit percentage maintained above 50%
• Paperwork consistently completed thoroughly
• Maintain closing percentage above 40%
• Ability to work well within the company

Compensation

This position is compensated on a commission basis with a draw against that commission. Commission amount varies depending on level of experience.

Commission percentage is based on the gross sales and paid out on a per-job basis.

This position is reimbursed for certain expenses related to the job.

Last updated : 2024-11-21