High performing sales professional with over 15 years experience in the HVAC industry. Known for contributions of territory growth and for being focused on customer satisfaction. Extensive outside sales experience with proven ability to manage and grow customer relationships to expand customer base.
Overview
26
26
years of professional experience
Work History
HVAC/Hearth/Custom Home Design Sales Advisor
Affordale Comfort Heating and Cooling
03.2024 - Current
Provided customers with information on products and services available
Demonstrated product features and benefits
Developed relationships with new and existing clients through contact management systems
Identified customer needs and tailored solutions accordingly
Maintained accurate records of all sales activities, including contacts, accounts, orders, payments
Attended trade shows and industry events to promote products and services
Collaborated with other departments to ensure successful delivery of services and products
• Work with restoration companies on insurance claims, new house builds, and HVAC design
• Manage and price the custom home department by bringing in new home builders and project managing our electrical, plumbing, and HVAC trades throughout the builds.
• Fulfilled the community network role in the company. Which involves going to BNI network meetings and community social events.
Home Comfort Advisor
Reliance Home Comfort
12.2021 - 12.2023
Followed-up with clients after installations to assess quality service and customer satisfaction
Established and serviced many residential HVAC accounts
Collaborated with other departments to ensure successful delivery of services and products
Current role is HVAC specialist and the Ottawa area for all wood, gas, propane, and electric fireplace/Hearth products
Sales and installation set up of all chimney liners in Ottawa region
Work with restoration companies on insurance claims, new house builds, and HVAC design
Key Account & Custom Home Construction Manager
Climate Works - Heating, Cooling & Plumbing
01.2020 - 10.2021
Followed-up with clients after installations to assess quality service and customer satisfaction
Established and serviced many residential HVAC accounts in assigned territory
Fostered relationships with customers to expand customer base and enhance loyalty and retention
Prepared, processed contracts and order forms for new and existing customers using CRM sales software
Identified customer needs to deliver relevant product solutions and promotions and meet target budgets
Provided customers with product knowledge and understanding of all residential systems
Educated and in charge of all generator leads for the Ottawa region
Lead salesman on most boiler, heat pumps, and ductless systems
Designed/Priced HVAC equipment and systems for custom home builders and construction companies
Created lead generation programs/incentives
Prepared and processed contracts, ordered equipment, and did order forms for new and existing customers on residential side
Design/ Residential construction management of several projects over $1000000+
Identify customer needs to deliver relevant product solutions and promotions and meet target budgets
Provided customers with product knowledge and understanding of all residential and small commercial HVAC systems
Walkthrough/design/price with restoration, damage and construction companies
Built sales 'brag books' and taught sales strategies
Residential Radiant heating and design certification
Certified Sales Professional Certification with distinction
Certified in heat/load calculations as well as ductwork and design
HVAC Sales Advisor
Enercare Home Services
08.2011 - 09.2020
Followed-up with clients after installations to assess quality service and customer satisfaction
Established and serviced thousand’s of accounts in assigned territory
Fostered relationships with customers to expand customer base and enhance loyalty and retention
Prepared and processed contracts and order forms for new and existing customers
Generated average of $1.3 million+ in sales for 9 years, while keeping an 50-60% closing ratio
Identified customer needs to deliver relevant product solutions and promotions and meet target budgets
Restaurant Manager
Broadway Bar and Grill
09.1999 - 07.2011
Mentored front of house personnel on company policies customer service techniques and professional communication
Consistently maintained high levels of cleanliness, organization, storage, and sanitation of food and beverage products to ensure quality
Trained all front of house staff on restaurant policies and procedures, guest service techniques and communication skills to ensure positive experience
Developed and maintained staff that provided hospitable, professional service while adhering to policies and business initiatives
Scheduled and directed staff in daily work assignments to maximize productivity
Education
Heating, Air Conditioning And Refrigeration - Heating And Air Conditioning
Algonquin College
Ottawa, ON
08.2009
Police Foundations -
Algonquin College
Ottawa, ON
08.2006
Skills
Sales closing
Sales development
Territory sales
Product and service knowledge
Product management and pricing
Relationship selling
Territory growth
Client account management
Residential home construction design and build
Promotional planning
Key account generation
Customer needs assessment
Negotiations
Customer retention abilities
Lead generation
Languages
English
Full Professional
Timeline
HVAC/Hearth/Custom Home Design Sales Advisor
Affordale Comfort Heating and Cooling
03.2024 - Current
Home Comfort Advisor
Reliance Home Comfort
12.2021 - 12.2023
Key Account & Custom Home Construction Manager
Climate Works - Heating, Cooling & Plumbing
01.2020 - 10.2021
HVAC Sales Advisor
Enercare Home Services
08.2011 - 09.2020
Restaurant Manager
Broadway Bar and Grill
09.1999 - 07.2011
Heating, Air Conditioning And Refrigeration - Heating And Air Conditioning
Algonquin College
Police Foundations -
Algonquin College
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