Comfort Advisor (HVAC Sales)

Location: Urbandale, Iowa (Des Moines Market)
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 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-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
Apply today: www.r3roofs.com/hiring