Technical Sales Consultant / Surveyor
3 days ago
Nuneaton
Air Conditioning Sales Consultant / Surveyor \n Location: Nuneaton, Warwickshire \n Coverage: West Midlands, Warwickshire, Leicestershire, Coventry, Birmingham and surrounding areas \n Salary: £26,000–£28,000 basic + uncapped commission \n OTE: £40,000–£45,000+ depending on performance (Basic pay+Commission) \n Benefits: Company Car + Phone + Laptop \n About OptimPRO \n OptimPRO is a specialist air conditioning engineering company delivering premium residential and commercial installations throughout the Midlands. \n We specialise in bespoke air conditioning solutions, including luxury ducted systems, multi-split installations and commercial HVAC projects. We pride ourselves on engineering excellence, professional project management and outstanding customer service. \n We are looking for a confident, technically minded and personable Air Conditioning Consultant / Surveyor to manage the growing number of residential and commercial enquiries generated through our marketing and business development activity. \n \n The Role \n This is not a traditional cold-calling sales role. \n The majority of customers and businesses you will speak to have already contacted us because they are actively considering air conditioning, replacing an existing system, upgrading inefficient equipment or reviewing their maintenance requirements. \n Your role is not simply to "sell air conditioning". \n We are not looking for someone to pressure customers into buying equipment. \n We want someone who can become a trusted adviser. \n Your role is to understand what the customer or business is trying to achieve, survey the property properly, explain the available options and recommend the most suitable solution. \n In many cases, there will be several possible solutions — from individual wall-mounted systems through to multi-room systems, concealed ducted systems or larger commercial VRF/VRV installations. \n We want someone who can help customers understand those options and make an informed decision. \n What You'll Be Doing: \n\n • Contacting new inbound enquiries quickly and professionally\n, • Booking and attending site consultations and surveys\n, • Carrying out detailed residential and commercial site surveys\n, • Take accurate measurements and technical information.\n, • Assess customer requirements and recommend suitable HVAC solutions.\n, • Gathering all information required to produce an accurate quotation\n, • Prepare professional quotations using our in-house software.\n, • Presenting proposals clearly and professionally\n, • Explain quotation options and answer customer technical and commercial questions.\n, • Follow up quotations to maximise conversion rates.\n, • Maintain regular communication with customers throughout the project.\n, • Coordinate installation dates with the office team.\n, • Attend site during installations where required.\n, • Resolve customer queries and minor project issues.\n, • Build strong long-term relationships with B2B clients.\n, • Generate referrals and repeat business.\n, • Maintain accurate customer records.\n, • Represent OptimPRO professionally at all times.\n\n Requirements \n Previous HVAC or air conditioning experience would be useful, but it is not essential. \n Essential: \n\n • Full UK driving licence.\n, • Excellent communication skills.\n, • Ability to learn technical information.\n, • Strong organisational abilities.\n, • Good computer skills.\n, • Professional appearance.\n, • Ability to work independently.\n, • Excellent customer service.\n\n Preferred: \n\n • Experience in air conditioning, HVAC, plumbing, electrical or construction.\n, • Sales experience.\n, • Technical surveying experience.\n, • Knowledge of Microsoft Office.\n, • Experience using CRM systems.\n\n Personal Qualities \n\n • Confident communicator.\n, • Naturally good at building trust\n, • Comfortable discussing high-value projects\n, • Highly organised.\n, • Self-motivated.\n, • Detail-oriented.\n, • Commercially aware.\n, • Problem solver.\n, • Professional under pressure.\n\n What We Offer \n\n • Competitive basic salary.\n, • Uncapped commission.\n, • Company vehicle.\n, • Company phone.\n, • Laptop.\n, • Fuel card.\n, • Workplace Pension.\n, • Ongoing manufacturer training.\n, • Career progression.\n, • Supportive engineering team.\n, • High-quality leads (no cold door knocking).\n\n Typical Week \n\n • Customer site surveys.\n, • Preparing quotations.\n, • Following up outstanding quotes.\n, • Visiting installation sites.\n, • Meeting suppliers when required.\n, • Maintaining customer records.\n, • Supporting project delivery.\n\n Success in the Role \n You will be measured on: \n\n • Survey quality.\n, • Quotation accuracy.\n, • Quote conversion rate.\n, • Project profitability.\n, • Customer satisfaction.\n, • Project completion.\n, • Repeat business and referrals.\n