Outside Sales Representative – Estate Planning Services
United Placement Group
Service Sales Representative
Carrier
full-time
Posted on:
Location Type: Hybrid
Location: Pasadena • Texas • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Generate service contract renewals and support recurring revenue streams.
- Identify opportunities to offer value-added services, such as remote monitoring, analytics platforms, or system upgrades.
- Educate clients on new products and services within the automation portfolio.
- Assist in onboarding new customers or transitioning from installation to service agreements.
- Track service contracts, warranties, and maintenance schedules.
- Report on service sales pipeline and forecast revenue.
- Develop and pursue new sales opportunities through provided leads while expanding sales in existing accounts.
- Work closely with technical teams (engineering, field technicians) to understand service requirements and relay customer needs.
- Maintain accurate CRM while reporting service sales, pipeline and forecast revenue.
- Coordinate with project managers to meet customer expectations.
Requirements
- High School Diploma or GED.
- 3+ years of experience in building automation, HVAC controls, Lighting Systems, OR Service sales in a technical environment.
- Valid Driver’s license.
- Bachelor’s Degree in Mechanical or Electrical Engineering, Business, or technical field (preferred).
- Technical aptitude with the ability to read technical drawings and communicate effectively at all levels of an organization.
- Strong organizational, analytical, and problem-solving skills.
- Team player and willing to collaborate with others on projects.
Benefits
- Health insurance
- 401(k) matching
- Flexible working arrangements
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
building automationHVAC controlsLighting Systemsservice salestechnical aptitudereading technical drawingsanalytics platformsremote monitoringsystem upgrades
Soft skills
organizational skillsanalytical skillsproblem-solving skillscommunication skillsteam playercollaboration
Certifications
High School DiplomaGEDBachelor’s Degree in Mechanical EngineeringBachelor’s Degree in Electrical EngineeringBachelor’s Degree in Business
