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Customer Sales Representative and Estimator
Alternate Title: Sales Representative, Outside Sales Representative, HVAC Estimator
Customer Sales Representative and Estimator

Customer Sales Representatives & Estimators build strong relationships with potential and existing customers in order to sell product. They visit job sites and prepare quotes based on customers' needs.

Working from both the office and on-the-road, Customer Sales Representatives & Estimators interface with customers to ascertain needs, make recommendations on equipment, gather blueprints, specifications, and related documents to estimate and develop proposals for the customers. They actively, aggressively and consistently call on assigned accounts, developing strong customer relationships. The Sales & Estimating Rep must be highly motivated, willing to generate customer leads, create new accounts, make presentations, and provide technical information to potential customers, vendors, contractors, and dealers. Most Sales & Estimator Reps work within a specific territory based on the size and type of company and work to meet, and exceed, company sales projections.

Advancement Routes

Job Type

Sales & Marketing

Salary Range

Wages identified under each occupation of the Careers in Climate Control Technology Map show a wide range due to (1) the geographic differences in the cost of living in California, and (2) that many occupations in the HVAC/R industry provide incentive-based pay programs.

$50,000 - $125,000; $50-$62/hr

Required Education & Training

High School Diploma or Equivalent

Preferred Education & Training

Journey-Level training, Post-secondary training in HVAC/R, in some cases a post-secondary degree is required

Work Experience

3-5 years

Skills & Requirements

  • Outstanding customer service skills
  • Knowledge and understanding of HVAC and refrigeration systems
  • Demonstrates skills and traits necessary for a sales position such as high energy level, personable, takes initiative, etc.
  • Ability to maintain a professional appearance
  • Professional phone skills
  • Excellent verbal and written communication skills
  • Proficient with computers, phones, and other office equipment
  • Mechanical aptitude
  • Strong math skills
  • Ability to read and understand blueprints and schematics
  • Ability to work independently as well as part of a team
  • Demonstrate ability and willingness to take on responsibility and leadership roles
  • Ability to multi-task and juggle multiple priorities
  • Demonstrate an attention to detail
  • Strong organizational skills
  • Strong critical thinking and problem solving skills
  • Valid driver's license and insurable driving record
  • May be required to pass a drug test
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