Sales Operations Specialist
Addison, TX - USA
Department:
Job Summary
Pay Range:
- $65000 - $70000 / year
Our Perks & Benefits:
- Comprehensive benefits package including medical dental vision and life insurance
- Performance-based bonusesto 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 Advancementfor employees and qualified dependents via the Confie Enablement Scholarship Fund
- Fitness Reimbursement up to $15/month for gym memberships
- Inclusive workplacethrough 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 even pet insurance
Purpose
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
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 but not limited to email chat in-person meetings and telephone
Qualifications and Education Requirements
2 years ofretail sales experience or related insurance industry experience
1 year of project management experience
Proficiency in MicrosoftOffice Suite professional products
Exceptional communication skills in both written and spoken English
Exceptional organizational and time management skills
Preferred Skills
Bachelors or Masters 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 Confies use of these computer systems should contact Human Resources at
Required Experience:
IC
About Company
Confie is a leading national personal lines insurance distributor serving the standard and non-standard markets.