Retail Lead Generator- Plano/Irving Territory

About the role

As a Retail Lead Generator, you will represent Berkeys inside major retail partner locations throughout the Dallas‑Fort Worth area, engaging customers in friendly conversations about their home‑comfort needs and scheduling appointments for HVAC services, repairs, tune‑ups, and system estimates. This is a territory‑based position requiring travel between assigned stores based on customer traffic, staffing coverage, seasonal demand, and other business needs, with a monthly schedule provided for your assigned locations, workdays, and hours.

Responsibilities

• Greet and engage customers inside assigned retail partner locations.
• Start friendly, professional conversations about customers’ HVAC and home‑comfort needs.
• Educate customers on Berkeys’ HVAC services, maintenance, repairs, system replacements, and available promotions.
• Ask open‑ended questions to identify potential customer needs.
• Generate qualified leads and schedule appointments for our service and sales teams.
• Accurately enter customer and appointment information into company systems.
• Walk throughout assigned store areas and proactively engage potential customers.
• Build positive relationships with retail store associates, department leaders, and management.
• Maintain company displays, signage, and promotional materials in a clean and professional condition.
• Meet established lead‑generation, customer‑engagement, attendance, and performance expectations.
• Attend required meetings, training sessions, role‑playing activities, and coaching sessions.
• Accept and apply coaching to improve customer engagement, lead quality, and performance.
• Communicate store activity, customer concerns, scheduling issues, and operational needs to leadership.
• Represent Berkeys and our retail partners professionally, honestly, and ethically.
• Follow all company and retail‑partner policies and procedures.

Requirements

• High school diploma or GED preferred.
• Valid driver’s license.
• Reliable personal transportation.
• Open availability for evenings and weekends.
• Ability to travel regularly between retail locations within an assigned DFW territory.
• Ability to stand and walk for four to eight hours during an assigned shift.
• Ability to occasionally lift or move up to 25 pounds.
• Ability to use a smartphone, email, text messaging, Microsoft Teams, and web‑based applications.
• Ability to successfully complete required company and retail‑partner background‑screening requirements.

Skills

• Outgoing, energetic, and comfortable approaching customers.
• Strong verbal communication and customer‑service skills.
• Able to build rapport quickly and keep conversations engaging.
• Self‑