Comfort Advisor - HVAC Sales

Comfort Advisor (HVAC Sales)

Location : Urbandale, Iowa (Des Moines Market) Company : R3 Heating & Air A Division of R3 Roofing & Exteriors Schedule : Full-Time | MondayFriday | Field-Based

About Us

R3 Heating & Air is the rapidly growing HVAC division of R3 Roofing & Exteriors, a family-owned company built on the values of Loyalty, Accountability, and Community. With a strong reputation across roofing, exteriors, solar, and mechanical systems, we're expanding throughout Iowa and looking for motivated professionals who want to build a rewarding career with a company that's invested in their success.

Position Summary

We're seeking a driven Comfort Advisor to lead in-home consultations, present system options, and manage each project from the first handshake through installation. This role blends sales, customer service, and technical HVAC knowledge to deliver 5-star experiences to homeowners seeking comfort, efficiency, and value.

The ideal candidate is a confident communicator who thrives in a performance-based environment, enjoys helping customers make informed decisions, and takes pride in seeing projects through from sale to completion.

Key Responsibilities

• Lead Generation & Customer Engagement : Prospect new business through referrals, inbound leads, and networking. Build and maintain long-term customer relationships.
• In-Home Consultations : Assess home comfort needs, system requirements, and budgets while educating customers on HVAC options and efficiency improvements.
• Proposal Development & Presentation : Create and present at least three customized system options using ServiceTitan or similar CRM tools. Explain product benefits, warranties, and financing.
• Sales Closing & Contracting : Guide customers through contracts and financing options, ensuring clarity and satisfaction. Consistently meet or exceed sales goals.
• Project Coordination : Work closely with install teams and office staff to ensure smooth scheduling and seamless project handoffs.
• Customer Experience : Deliver an exceptional experience from consultation to post-installation follow-upmaintaining professionalism, communication, and accountability throughout.

Key Performance Indicators (KPIs)

What We're Looking For

Compensation & Benefits