Sales Operations Specialist

Overview

Supports the creation, sustainment, evaluation, and optimization of Retail-focused sales and sales management tools, processes, and resources. 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-focused projects of varying sizes and exercise independent judgment related to process decisions. Support frontline execution by creating and delivering process documentation and training resources. Support the design and implementation of differentiating selling and sales management tools. Support evaluation and sustainment of selling and sales management tools to ensure continued organizational impact and adherence to evolving business needs.

Support frontline and sales 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 email, chat, in-person meetings, and telephone.

• Purpose – Supports the creation, sustainment, evaluation, and optimization of Retail-focused sales and sales management tools, processes, and resources
• Partnerships – Establish and maintain partnerships with sales employees at various levels
• Collaboration – Collaborate with Sales Leadership and Confie support teams to achieve project objectives
• Sales Enablement – Implement, sustain, evaluate, and optimize sales funnel, processes and frontline operations
• Project Management – Manage retail-focused projects of varying sizes with independent judgment
• Documentation & Training – Create and deliver process documentation and training resources for frontline execution
• Tools & Differentiation – Support design and implementation of differentiating selling and sales management tools
• Evaluation & Sustaining – Evaluate and sustain selling tools to ensure ongoing impact

• ≥ 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

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

• Comprehensive benefits package including medical, dental, vision, and life insurance
• Performance-based bonuses to reward your contributions*
• Paid time off to recharge and maintain a healthy work-life balance
• Flexible work options
  , including remote and hybrid opportunities, if eligible
• Retirement Plan (401k) with company-matched contributions
• Education Advancement for employees and qualified dependents, via the Confie Enablement Scholarship Fund
• Fitness Reimbursement – up to $15/month for gym memberships
• Inclusive workplace through a strong commitment to Diversity, Equity, and Inclusion
• Employee Assistance Program – confidential support for personal or professional challenges, at no cost
• Extra Perks – optional plans for disability, hospital indemnity, health advocate program, universal life, critical illness, accident insurance, and pet insurance

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