Comfort Advisor (HVAC Sales)

Location: Davenport, Iowa – Quad Cities Area
Company: R3 Heating & Air – A Division of R3 Roofing & Exteriors
Schedule: 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 core values of Loyalty, Accountability, and Community. Known across Iowa for our quality workmanship and outstanding customer care, we're expanding fast and seeking motivated professionals who want to grow with a company that truly invests in its people.

Position Overview

The Comfort Advisor plays a key role in helping homeowners choose the right heating and cooling solutions for their comfort, energy efficiency, and budget goals. This role includes both sales and light service responsibilities , offering customers the best possible experience — whether that means performing a repair, recommending system replacement, or coordinating with our service experts.

You'll manage the customer relationship from the initial consultation through installation, ensuring every homeowner receives a 5-star experience. The ideal candidate is a confident communicator who thrives on helping customers make informed decisions, understands HVAC fundamentals, and takes pride in seeing projects through from service to completion.

Key Responsibilities

• Build strong rapport with homeowners to understand comfort needs, preferences, and budgets.
• Conduct in-home consultations to evaluate system conditions and present tailored solutions (no major technical repair work required).
• Present both service repair options and replacement options , ensuring the customer fully understands the benefits and costs of each.
• Provide the customer with the option of performing minor service repairs or transitioning the repair to a Service Expert when needed.
• Present 3–5 system options emphasizing energy efficiency, comfort upgrades, and financing opportunities.
• Clearly communicate the value and benefits of each option in an approachable, customer-friendly manner.
• Guide homeowners through financing and promotional programs, ensuring transparency and confidence.
• Partner with service technicians and installers for accurate project handoffs and smooth installations.
• Maintain accurate customer and proposal records in ServiceTitan or similar CRM systems.
• Meet and exceed personal and team sales goals for close rate, revenue, and average ticket size.
• Provide an exceptional experience that earns 5-star reviews , referrals, and repeat business.
• Attend all training sessions, team meetings, and company events to stay current on products and promotions.
• Uphold company standards in professionalism, appearance, and communication.

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.)
• Consistent achievement of monthly and annual revenue goals

Qualifications

• Proven success in HVAC or related home improvement sales (preferred)
• Basic technical understanding of HVAC systems and service repair options
• Excellent communication, presentation, and relationship-building skills
• Self-motivated, organized, and performance-driven
• Proficiency with ServiceTitan or similar CRM (a plus)
• Valid driver's license and clean driving record

Compensation & Benefits

• Competitive pay – based on experience and performance
• Health Insurance available after 90 days
• Paid Time Off & Holidays after 90 days
• Career growth opportunities as R3 continues to expand

*All offers are continent on a passed background check.