Job Description

HVAC Sales Professional

Ideal Services, a NearU Company – Holly Springs, NC

Compensation: 100% commission-based ($120,000–$220,000/year potential)

About the Role

Ideal Services, a NearU Company, is seeking a high-performing HVAC Sales Professional to join our growing team in Holly Springs, NC (Comfort Advisor). This individual will play a vital role in our in-home sales operations—meeting with residential customers, conducting job scopes, preparing custom HVAC sales proposals, and closing sales.

You will be provided warm leads daily (2–5 per day depending on seasonality), allowing you to focus on what you do best—building relationships, identifying solutions, and closing deals. This role is ideal for a results-driven, customer-focused professional with a passion for the home services industry and a knack for overcoming objections, upselling value, and educating homeowners.

Responsibilities:

Sales & Customer Engagement

• Sales Leadership: Lead the sales process from start to finish, ensuring customer satisfaction every step of the way.
• Conduct in-home consultations with residential customers to scope projects, assess HVAC needs, and explain system benefits.
• Close sales through professional presentations, relationship building, and confident proposal delivery.
• Prepare and present accurate sales proposals, outlining multiple system options and tailored recommendations.
• Follow-up on post-sales and facilitate smooth transitions with installation managers and installers after the sale.
• Maintain communication with customers throughout the sales cycle and installation phases. Establish strong rapport with customers by demonstrating the value of our products and services.

Lead Management & Prospecting

• Respond promptly to new/warm leads and follow up with existing ones; manage pipeline through our CRM.
• Ask qualifying questions to understand customer needs, budgets, and eligibility for financing, tax credits, and utility rebates.
• Maintain up-to-date records of customer interactions, notes, and documentation in the CRM system.

Scoping & Job Analysis

• Conduct detailed job scopes including evaluating existing HVAC systems, ductwork, electrical/gas setups, and site-specific conditions.
• Perform load calculations and window measurements to ensure appropriately sized system recommendations.
• Identify opportunities for system enhancements, upgrades, and efficiency improvements.
• Document scope sheets thoroughly, including homeowner concerns (e.g., allergies, energy costs).

Team Collaboration & Customer Experience

• Collaborate with installation managers to ensure seamless handoff from sale to install.
• Attend weekly sales meetings, product training, and company events to stay updated on best practices.
• Provide post-installation follow-ups to ensure high customer satisfaction and address any remaining concerns.

What You Bring

Required Experience & Skills

• High school or GED required, bachelor’s degree preferred.
• 2+ years of in-home sales experience (HVAC, windows, roofing, siding, solar, or similar home services).
• Proven ability to meet and exceed $2–3M+ in annual sales volume.
• Excellent interpersonal and consultative sales skills with a customer-first mindset.
• Ability to handle objections, negotiate value, and build lasting customer trust.
• Comfortable using CRM systems and digital proposal tools.
• Exceptional time management and self-motivation in a fast-paced environment.

Preferred

• Strong knowledge of HVAC systems, ductwork, and load calculations preferred.
• Working knowledge of HVAC permitting, rebate programs, and energy efficiency upgrades.
• Valid driver’s license with clean driving record.
• Ability to pass background check and drug screening.

Why Join Ideal Services, a NearU Company?

We’re not just another HVAC company—we’re redefining the home services industry. As a NearU team member, you’ll enjoy:

• Employee-centric culture with strong support and respect for your time and talent.
• Top industry compensation (paid weekly).
• Warm, pre-qualified leads delivered to you daily.
• Comprehensive benefits package (medical, dental, vision, disability, life insurance).
• Paid Time Off & 10 paid holidays .
• 401(k) with company match .
• Free uniforms, career training, and advancement opportunities .
• Year-round stability and growth potential .

About NearU

NearU is a people-centric, process-driven, and technology-enabled platform transforming the home services industry. We are dedicated to delivering best-in-class service—for our customers and our employees. Join us and take your sales career to new heights.

NearU is an Equal Opportunity Employer AA/EOE/M/F/V/D. We comply with the Americans with Disabilities Act and may provide reasonable accommodations to qualified individuals. All employment is based on demonstrated ability, experience, and merit.

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