Salesperson - Bruni and Campisi, Inc
Elmsford, NY
About the Job
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:
- Comfort Consultant is to provide appropriate submissions as required by the Company for the scheduling of any jobs sold by him/her including but not limited to:
- 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.
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.