Sales Operations Specialist

About the role

Supports the creation, sustainment, evaluation, and optimization of Retail-focused sales and sales management tools, processes, and resources.

Essential Duties & Responsibilities

• Establish and maintain meaningful partnerships with sales employees at various levels of the organization
• Collaborate with Sales Leadership to evaluate sales performance and processes and support real-time business needs
• Collaborate with Confie support teams and key stakeholders to achieve project and business objectives
• Support Confie Retail through the implementation, sustainment, evaluation, and optimization of the sales funnel, sales, and servicing processes and skills, pre-underwriting, and frontline operations of sales employees and managers
• Manage and participate in Retail-focuses projects of varying sizes and exercise independent judgment related to process decisions
• Create and deliver process documentation and training resources
• Support the design and implementation of differentiating selling and sales management tools
• Evaluate and sustain selling and sales management tools to ensure continued organizational impact and adherence to evolving business needs
• Support frontline execution through regular sales observations
• Establish and measure project results and key performance indicators as well as personal performance goals
• Effectively document, track, and manage project milestones and deliverables for all participating stakeholders
• Communicate effectively and professionally using a variety of media, including but not limited to email, chat, in-person meetings, and telephone

Qualifications and Education Requirements

• ≥ 2 years of retail sales experience or related insurance industry experience
• ≥ 1 year of project management experience
• Proficiency in Microsoft Office Suite professional products
• Exceptional communication skills in both written and spoken English
• Exceptional organizational and time management skills

Preferred Skills

• Bachelor's or Master's degree with a business orientation
• Conversational written and spoken Spanish

Other Duties

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

As permitted by applicable law and from time-to-time, Confie may use a computer system that has elements of artificial intelligence to help make decisions about your employment, including recruitment, hiring, renewal of employment, or the terms and conditions of your employment. Employees with questions about Confie’s use of these computer systems should contact Human Resources at employeerelations@confie.com