Comfort Advisor - HVAC Sales Job at R3 Roofing & Exteriors | R3 Heating & Air, Des Moines, IA

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  • R3 Roofing & Exteriors | R3 Heating & Air
  • Des Moines, IA

Job Description

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: (

Job Tags

Full time, Work at office, Monday to Friday,

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