Optim PRO
Sales Consultant / Surveyer
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Technical Sales Consultant / Surveyor
Location: Nuneaton, Warwickshire
Coverage: West Midlands, Warwickshire, Leicestershire, Coventry, Birmingham and surrounding areas
Salary: £28,000–£32,000 DOE + Commission + Company Car + Phone + Laptop
About OptimPRO
OptimPRO is a specialist air conditioning engineering company delivering premium residential and commercial installations throughout the Midlands.
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.
We are looking for a motivated Technical Sales Consultant to become the face of our company, helping customers from the initial survey through to project completion.
The Role
This is not a desk-based sales role.
You'll spend much of your time visiting customers, carrying out technical surveys, designing suitable air conditioning solutions, preparing quotations, securing projects and ensuring installations are completed successfully.
You will own each project from first meeting until final handover.
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Responsibilities
- Carry out residential and commercial site surveys.
- Assess customer requirements and recommend suitable HVAC solutions.
- Take accurate measurements and technical information.
- Prepare professional quotations using our in-house software.
- Explain quotation options and answer customer questions.
- Follow up quotations to maximise conversion rates.
- Maintain regular communication with customers throughout the project.
- Coordinate installation dates with the office team.
- Attend site during installations where required.
- Resolve customer queries and minor project issues.
- Build strong long-term relationships with B2B clients.
- Generate referrals and repeat business.
- Maintain accurate CRM records.
- Represent OptimPRO professionally at all times.
Requirements
Essential:
- Full UK driving licence.
- Excellent communication skills.
- Strong organisational abilities.
- Good computer skills.
- Professional appearance.
- Ability to work independently.
- Excellent customer service.
Preferred:
- Experience in air conditioning, HVAC, plumbing, electrical or construction.
- Sales experience.
- Technical surveying experience.
- Knowledge of Microsoft Office.
- Experience using CRM systems.
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Personal Qualities
- Confident communicator.
- Honest and trustworthy.
- Highly organised.
- Self-motivated.
- Detail-oriented.
- Commercially aware.
- Problem solver.
- Professional under pressure.
What We Offer
- Competitive basic salary.
- Uncapped commission.
- Company vehicle.
- Company phone.
- Laptop.
- Fuel card.
- Workplace Pension.
- Ongoing manufacturer training.
- Career progression.
- Supportive engineering team.
- High-quality leads (no cold door knocking).
Typical Week
- Customer site surveys.
- Preparing quotations.
- Following up outstanding quotes.
- Visiting installation sites.
- Meeting suppliers when required.
- Maintaining CRM records.
- Supporting project delivery.
Success in the Role
You will be measured on:
- Survey quality.
- Quotation accuracy.
- Quote conversion rate.
- Project profitability.
- Customer satisfaction.
- Project completion.
- Repeat business and referrals.
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