NewHVAC Home Comfort Advisor Richards Heating & Air Repair, Inc.HVAC Home Comfort AdvisorLivermore, CAFull timeKey ResponsibilitiesMeet with homeowners for scheduled in-home consultations and sales appointmentsEvaluate existing HVAC systems and identify replacement/upgrade opportunitiesPresent customized solutions and financing options in personHandle all company-furnished leads professionally and communicate disposition to Sales ManagerGenerate at least 25% of your own leads through referralsBe in the office by 7:00 AM and call in every three (3) hours while in the fieldFamiliarize yourself with the company's payment terms and clearly communicate them to customers when a contract is signedMaintain accurate records in ServiceTitanConsistently achieve sales goals and high customer satisfactionImportant Agreement TermsIn consideration of the compensation and benefits package, the Home Comfort Advisor agrees not to contact or solicit business from any of the company's customers for a period of two (2) years following termination of employment. QualificationsActive California H.I.S. (Home Improvement Salesperson) License - RequiredMinimum 5 years of HVAC sales experience preferredProven track record in residential HVAC salesServiceTitan experience preferredStrong HVAC knowledge and excellent communication skillsValid California driver's license with clean recordWhat Success Looks LikeConsistently meeting/exceeding sales targetsHigh closing ratio and strong referral generationComplete and accurate sales documentationNo phone calls or office visits please.
Financial Advisor - Sonoma & Napa, CA Corebridge FinancialFinancial Advisor - Sonoma & Napa, CAOakland, CaliforniaCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial’s business, or that would otherwise create a conflict of interest for Corebridge Financial. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
Associate Wealth Advisor CorientAssociate Wealth AdvisorMenlo Park, California$100,800–$162,400 / yearCorient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. We combine a boutique’s personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.