HVAC External Sales Representative

Primary Responsibilities

• Answer incoming calls and assist clients promptly.
• Provide verbal quotations via phone.
• Assist clients with product selection over the phone.
• Prepare and send quotations via email, fax, or other channels.
• Submit internal order forms to head office within 24 hours.
• Follow up on quotes for existing and new projects not yet ordered.
• Track delivery dates for existing orders.
• Follow up on courier PODs when required.
• Monitor pro forma client payments within 14 days of order date.
• Generate new leads.
• Meet or exceed sales goals.
• Negotiate contracts with prospective clients.
• Help determine pricing schedules for quotes, promotions, and negotiations.
• Prepare weekly and monthly sales reports.
• Deliver sales presentations to prospective clients.
• Understand and promote company products.
• Obtain deposits and balance payments from clients.
• Visit clients and potential clients to evaluate needs or promote products/services.
• Maintain accurate client records.
• Answer client questions regarding credit terms, products, prices, and availability.
• Capture purchase order information onto BaaN.
• Liaise with production regarding sales and stock matters.
• Attend to calling customers.
• Manage all paperwork related to customers.
• Liaise with accounts department on sales-related matters.
• Liaise with factory staff on customer-related matters.
• Update quotes on CRM.

Additional Responsibilities

• Maintain in-depth technical knowledge of all products.
• Occasionally perform deliveries, collections, and site repair work.
• Report upcoming projects to the sales team based on quote reports.
• Identify potential new customers and channels to market.
• Perform duties outside of this job description when required.
• Identify products with increased sales potential.
• Gather and report market information as needed.
• Collect competitor product information for the sales team.
• Gather and report on market trends.

Knowledge and Skill Requirements

• Basic reading, writing, and arithmetic skills (Matric/Grade 12 or technical equivalent).
• Willingness to work a flexible schedule (normal hours: 7:30 am – 4:30 pm, 30-minute lunch).
• Strong persuasion and negotiation skills; ability to develop and deliver presentations.
• Excellent written communication and interpersonal skills.
• Advanced computer literacy (Excel, Word, PDF, PowerPoint).
• Professional appearance and ability to communicate in English and Afrikaans.
• Ability to work under pressure, learn quickly, and manage time effectively.
• Ability to create demand for products in the market.
• Act as a key point of contact between customers and the organization.
• Demonstrate products to clients.
• Handle the complete sales lifecycle and resolve customer complaints.
• Ensure high-quality customer satisfaction and follow-up.
• Self-analysis and reporting skills.
• Achieve 100% of targets as per KPIs.
• Manage product distribution channels.
• Understand basic office policies, procedures, and terminology.
• Complete routine and non-routine tasks in an office environment.
• Plan and organize tasks using problem-solving approaches.
• Produce and respond to detailed written and oral communication.
• Use standard applications (Microsoft Office, Excel, Word, mail merge, databases).
• Work with numerical and graphical data in an office setting.
• Work independently or collaboratively with minimal supervision.