The Home Comfort & Safety Advisor is responsible for building long-term relationships with homeowners by serving as a trusted advisor for their plumbing, heating, and electrical needs. This role focuses on understanding each customer's home, lifestyle, and priorities to recommend customized solutions that improve safety, efficiency, comfort, and the overall appearance of the home.
The Advisor conducts annual (or more frequent) in-home visits, evaluates plumbing and electrical systems, identifies opportunities for repairs or upgrades, and collaborates with service and installation teams to deliver an exceptional customer experience. While this position includes sales goals and revenue expectations, success is equally measured by customer satisfaction, retention, and long-term relationship building.
Key Responsibilities- Build and maintain strong, long-term relationships with homeowners.
- Conduct on-site inspections of residential plumbing and electrical systems.
- Assess system performance and identify opportunities to improve safety, efficiency, and reliability.
- Prepare and present repair and improvement proposals based on customer needs.
- Answer customer questions regarding estimates, repair recommendations, and available options.
- Educate homeowners on recommended solutions and preventative maintenance opportunities.
- Coordinate with service technicians and installation teams to ensure a seamless customer experience.
- Maintain accurate records of inspections, recommendations, estimates, and customer interactions.
- Meet established sales, conversion, and customer satisfaction goals while maintaining a consultative, customer-first approach.
Skills Required
- Build and maintain strong, long-term relationships with homeowners
- Conduct on-site inspections of residential plumbing and electrical systems
- Assess system performance and identify opportunities to improve safety, efficiency, and reliability
- Prepare and present repair and improvement proposals based on customer needs
- Coordinate with service technicians and installation teams to ensure a seamless customer experience
- Maintain accurate records of inspections, recommendations, estimates, and customer interactions
- Meet established sales, conversion, and customer satisfaction goals
- Educate homeowners on recommended solutions and preventative maintenance opportunities
What We Do
Cogent Analytics is a business management consulting firm committed to serving privately held businesses in the US. Founded in 2014, we've grown from a small team of six to a thriving organization of over 220 dedicated professionals serving Main Street businesses across 36 U.S. states. Our mission is to improve the lives of business owners by providing honest and effective business consulting services. We believe that small to mid-sized businesses are the backbone of our economy and the lifeblood of their communities. Our people-centric approach focuses on the individuals behind the businesses and the communities they serve. At Cogent Analytics, we're more than just a business - we're a family that acts like a business from time to time. We invest heavily in our team, fostering a culture of support, growth, and recognition. We're proud of our A+ Rating with the Better Business Bureau, client testimonials, and lifecycle relationships that are testaments to our ethical business practices. Join us as we continue to champion the cause of the entrepreneur, helping businesses overcome challenges, achieve their full potential, and contribute to the strength and vibrancy of our communities. At Cogent, your business is our business — let's build something together. Website: www.cogentanalytics.com Email: [email protected] Phone: (336) 665-8154
