Comfort Advisor
R3 Roofing & Exteriors | R3 Heating & Air, Des Moines, Iowa, United States, 50319
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
#J-18808-Ljbffr
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
#J-18808-Ljbffr