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Level

HVAC sales recruiting

Hire HVAC comfort advisors who close tech leads and marketed leads.

Level helps HVAC companies hire comfort advisors who sell more replacements, and the sales managers who lead them. We headhunt proven advisors from the strongest shops in your market, and check every one's close-rate history, pay history and references before you meet them.Comfort AdvisorsSales Managers

Benchmarks

What good looks like in HVAC

ServiceTitan publishes targets for comfort advisors. They are goals, not averages, and ServiceTitan says the ticket figure swings a lot by market. Use them to set expectations, then hold them up against your own board.
MetricFigure
Close rate, technician leads (Level verifies each rep’s own number)
75-85%
Close rate, service agreement customers (Level verifies each rep’s own number)
70%
Close rate, customers without an agreement (Level verifies each rep’s own number)
55-65%
Close rate, self-generated leads (Level verifies each rep’s own number)
65-80%
Close rate, marketing leads (Level verifies each rep’s own number)
25-35%
Close rate, all leads (Level verifies each rep’s own number)
65%+
Average replacement ticket
$7,700+
Annual sales per advisor (Level verifies each rep’s own number)
$1.5M+
Service calls where your tech sets a sales lead
20%+

We verify each rep’s own number on these before you meet them, from their close-rate history and pay history, and confirm it with reference checks.

For contrast, Siro's recordings of in-home consultations across home improvement trades show a 26.9% national close rate, and Siro counts a visit as a close when it moved toward a sale. Close rate has no standard definition (No standard), so ask every advisor what their number was counted from.

How we screen

How we screen HVAC sellers

Before a rep reaches your shortlist, we check three things: close-rate history, pay history and references. Your interview time goes on sellers whose numbers hold up.
01Verified

Close-rate history

A great advisor is judged on close rate by lead source, average ticket and gross profit, not just volume. We verify each advisor's close-rate history before you meet them. When you interview, ask for it by lead source: an advisor who closes most of their tech turnovers and a quarter of their marketed leads is a different hire from one who closes half of everything.

02Verified

Pay history

Then pay history, from commission statements or W-2s. Example: on a 10% of sale plan, an advisor who says they sold $1.2M should be able to show about $120,000 in commission. When the two line up, your interview can start from numbers you can trust.

03Verified

References

We run reference checks to confirm the history and track record the rep gave us, so you can interview with confidence.

For your interviews: our advice

Steps worth running yourself

Our checks confirm the numbers. Your interviews show you how a rep sells and whether they fit your team. We don’t run role-plays, ride-alongs or trial days, but they’re well worth your time. Here’s what we’d look for.

  • Ask about last month in detail: leads run, sales, average ticket and the one that got away. Real closers answer in specifics. If you hear "I always hit my numbers" and nothing more, keep digging.
  • Run your own role-play: a 15-year-old system, a homeowner with two other quotes on the counter. Watch whether they listen first and lay out options and financing, or just lead with a price.
  • Ask how they take a handoff from a tech. The good ones keep the tech's credibility intact in front of the homeowner and don't re-diagnose the system to look smart.
  • Put finalists in the truck with your best tech for half a day before you make an offer. How they talk to a homeowner in the driveway tells you more than a third interview.
  • Ask what they did with last month's unsold leads. You want a rehash habit, not one visit and done.

Pay plans

How HVAC companies pay comfort advisors

Three plan shapes cover what's published. They can be mixed, like the training wage that turns into GP commission in the EGIA example.
  • Percent of sale

    ServiceTitan's target is 9% of sales. Simple to run and easy for an advisor to check. The catch: it pays the same on a discounted job as on a full-margin one.

  • Percent of gross profit

    One EGIA example starts with a training wage, then pays 15% / 12% / 15% of GP by trimester plus a bonus on GP above budget. It protects margin and teaches advisors to hold price.

  • Straight commission

    Some shops post commission-only seats with big first-year numbers. One expired Middle Georgia posting advertised $120,000-$200,000 in first-year potential, with a company car. That's what an employer advertised, not what anyone earned.

Model your own plan in the commission calculator, or read HVAC commission structures, explained.

Pay reality

What HVAC sales reps earn, per BLS

Government wage data for W-2 sales reps at HVAC, plumbing and electrical contractors, May 2025:
  • Sales reps at building equipment contractors (HVAC, plumbing, electrical)

    NAICS 2382 · May 2025

    10th percentile
    $43,460
    Median
    $78,170
    90th percentile
    $138,300

42,090 sales reps work at these contractors on W-2 payrolls. Housecall Pro, citing ZipRecruiter, puts HVAC sales reps at $59,500-$110,000.

Read this before you quote the table

BLS counts W-2 employees only. Reps paid on a 1099 are left out, so the top of the market runs higher than this table. Job postings show what an employer advertised, not what anyone earned.

When to hire

When to hire your first comfort advisor

Charlie Greer's rule of thumb in Contracting Business: a company with 6+ techs, 2 install crews, 1,000 agreements can support a full-time replacement salesperson. Below that, the seat may not get enough leads to keep a good seller fed.

The other signal is on your board. When replacement leads go unrun, or the owner is still running them at night after a full day, money is being left on the table. Homeowners who wait a day or two for a price often call the next company.

Seasonality

When to hire in the year

Our advice: hire in spring or fall. A new advisor who starts in the shoulder season has time to learn your price book and run real calls before the summer and winter rush fills the board.

ACCA's year-end guide (Dec 2025) says the same about technicians: the shoulder season is the time to plan your next hires. Its read on late 2025: a milder summer and high mortgage rates slowed demand, and for some contractors growth plans shifted: Expansion to retention.

Multi-location & private equity

Standing up sales teams branch by branch

PE add-ons made up 41.3% of HVAC services deal volume in July 2026, and the ten largest HVAC brands hold About 7% of tracked locations. Platforms grow one acquisition at a time, and every branch needs advisors who sell. We run the same three checks on every seat in every market, so the hiring bar holds from branch to branch. Hiring for multiple locations.

Working with Level

Simple terms. You pay when you hire.

We’ve made 1,000+ sales placements. Our team supports you through the whole process, so hiring a great rep takes less of your time.
  • You pay only when you hire

    A one-time placement fee per hire, and nothing upfront to start a search. We quote the fee for your seat on the first call.

    Pricing
  • Free replacement within 60 days

    If the rep is let go for performance within that window, counted from their first day, we find you one replacement at no extra cost.

    The guarantee
  • Field sales roles only

    We focus on reps who run appointments in the home, the managers who lead them and the canvassers who book them. Every hire joins your company directly.

    All roles
Draft example: replace with a real case study: Invented example. Swap for a real hire with the client's OK: role, generic attribution, situation, result and 1-2 stats

Example hire

HVAC comfort advisor

Owner, family-owned HVAC company · Dallas-Fort Worth, TX

A family-owned HVAC company with 9 service techs had the owner running every replacement lead himself, most of them at night.

We headhunted a comfort advisor with 7 years at a larger regional competitor, closing around 40% on a mix of tech and marketed leads.

He ran 160 leads in his first 90 days, and the owner got his evenings back.

brief to accepted offer
18 days
leads run in the first 90 days
160

FAQ

Hiring HVAC sales reps: questions owners ask.

  • Does a comfort advisor need EPA 608 certification?

    EPA Section 608 covers people who maintain, service, repair or dispose of equipment that holds refrigerant. An advisor who doesn't handle refrigerant appears not to be covered (Refrigerant handlers only). That's our reading of the rule, not legal advice. Check your state's licensing rules too.

  • Should I promote a technician or hire a salesperson?

    Both can work, and many great comfort advisors started as techs. The difference is temperament: a tech who sells well is curious about people, comfortable talking money and doesn't mind a no. Our view is to promote a tech who is already turning service calls into sales. Otherwise, hire a proven seller and let your techs keep feeding them good leads. Charlie Greer's answer is similar, Sales ability first: hire someone who can already sell and teach them the basics of HVAC.

  • What close rate should I expect from a new comfort advisor?

    It depends on the lead mix. ServiceTitan's targets run from 25-35% on marketing leads to 75-85% on tech leads, and those are targets for established advisors. Judge a new hire against your own lead mix, and expect lower numbers while they learn your price book.

  • Should I pay commission on the sale or on gross profit?

    Percent of sale is simpler: ServiceTitan's target is 9%. Percent of GP protects margin when advisors discount, which is why plans like the EGIA example (15% / 12% / 15% of GP) exist. If your job costing isn't reliable yet, percent of sale is easier to run and easier for an advisor to trust.

  • Should comfort advisors be W-2 or 1099?

    That's your call, and one to check with your accountant, because classification depends on how the job is run. Either way, the advisor is hired directly by your company, not by Level.

  • Do you recruit CSRs or remote booking staff?

    No. We focus on field salespeople who run appointments in the homeowner's home, and the managers who lead them. Staying focused is how we know the best sellers in your market. CSRs, dispatchers and phone setters are outside what we do.

  • How fast can you fill a comfort advisor seat?

    We aim to have a first candidate in front of you within 7 days of onboarding and getting your job description. A typical hire takes 21 days. Both vary by role and market, and hiring in May is a different search from hiring in October.

  • Do you place HVAC sales managers?

    Yes, both selling sales managers who still run leads and directors of sales who don't. We check their own close-rate history, pay history and references the same way we do for advisors.

Put a comfort advisor on your replacement leads.

Tell us the territory, the lead mix and the pay plan. We'll headhunt advisors already selling HVAC at the strongest shops in your market, check their close rate, pay history and references, and introduce you to the ones who can grow your replacement sales.

  • Only home service sales roles
  • Close rate, pay history and references checked
  • You pay only when you hire
  • Free replacement if they don’t perform in 60 days
How it worksGet reps