Comfort Advisor - HVAC Sales

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

62d•Onsite

About The Position

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.

Requirements

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
Valid driver’s license and clean driving record

Nice To Haves

Proficiency with ServiceTitan or similar CRM systems (a plus)

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.