HVAC Comfort Advisor
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Overview
Job Description
Comfort Advisor (HVAC Sales)
Location: Urbandale, Iowa (Des Moines Market)Company: R3 Heating & Air – A Division of R3 Roofing & ExteriorsSchedule: Full-Time | Monday–Friday | 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 knowledgeto 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-up—maintaining professionalism, communication, and accountability throughout.
Key Performance Indicators (KPIs)
- 60%+ close rate on consultations
- Three or more options presented per proposal
- 25% upsell rate on accessories (air scrubbers, humidifiers, smart thermostats, etc.)
What We're Looking For
- Proven success in HVAC sales or a related technical sales role (preferred)
- Strong understanding of HVAC systems and energy efficiency
- Excellent communication and relationship-building skills
- Self-motivated and organized with attention to detail
- Proficiency with ServiceTitan or similar CRM systems (a plus)
- Valid driver's license and clean driving record
Compensation & Benefits
- Competitive pay – commensurate with experience
- Health Insurance available after 90 days
- Paid Time Off & Holidays after 90 days
- Career Growth opportunities as R3 continues to expand
Location: Urbandale, Iowa - Des Moines Market
Automate your job search with Sonara.
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