Sales Operations Specialist

Posted 7 Hours Ago
Be an Early Applicant
3 Locations
In-Office or Remote
65K-70K Annually
Junior
Insurance
The Role
Supports retail sales operations by optimizing sales funnels, processes, tools, training resources, and frontline execution. Partners with sales leadership and stakeholders, manages projects, tracks milestones and KPIs, conducts sales observations, and develops documentation and selling resources. Requires at least two years of retail sales or related insurance experience, one year of project management experience, Microsoft Office proficiency, and strong communication and organizational skills.
Summary Generated by Built In

Pay Range:  

  • $65000 - $70000 / year

Our Perks & Benefits:


  • 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 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 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 [email protected]

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Skills Required

  • At least 2 years of retail sales experience or related insurance industry experience
  • At least 1 year of project management experience
  • Proficiency in Microsoft Office Suite professional products
  • Exceptional written and spoken English communication skills
  • Exceptional organizational and time management skills
  • Bachelor's or Master's degree with a business orientation
  • Conversational written and spoken Spanish
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Huntington Beach, CA
711 Employees
Year Founded: 2008

What We Do

Confie is the largest personal lines insurance agency in the US. Since the day we established ourselves in 2008, we quickly grew to become the nation’s leading independent insurance provider for personal lines. Personal lines insurance includes auto, motorcycle, homeowners, renters, life, and health among others. We are passionate about serving our customers in their local communities through our click, call, or come-in approach. We live by our aspiration to be the most trusted source of insurance solutions so our customers can have peace of mind. In the insurance industry, we have been recognized as the #1 personal lines leader in the nation for the past five years. Confie is the only independent agency focused on personal lines insurance that consistently ranks in the Top 10 Property/Casualty agencies in the U.S. Our customers know us as friendly, professional, trustworthy, and knowledgeable. They recognize our brands and the great value we provide, and count on us for insurance solutions at competitive prices. We provide them quality coverage in the diverse communities that we serve. We believe that our employees are our brand. Our employees enjoy a positive, dynamic, inclusive and collaborative workplace where performance is rewarded, education is promoted, and employees have exciting opportunities to advance their careers. We strive to help every employee embrace our corporate values in everything they do. We promote a positive, workplace, and find satisfaction in a job well done. The secret to our continued success is our talented, diverse and dedicated employees. We are proud of our leading position in terms of employee diversity within our industry. At Confie, we offer competitive pay, great benefits, work-life balance, and significant upward opportunities for employees with passion. We look forward to you being a part of our team! Disclaimer: *2021 Top 50 Personal Lines Agency in Insurance Journal

Similar Jobs

Huntress Logo Huntress

Operations Specialist

Information Technology • Cybersecurity
Easy Apply
Remote
United States of America
780 Employees
80K-90K Annually

NRI North America Logo NRI North America

Sales Operations Support Specialist

Artificial Intelligence • Cloud • Information Technology • Database • Analytics • Consulting • Cybersecurity
Remote
USA
332 Employees
65K-75K Annually
Remote
US
1407 Employees
70K-85K Annually

Nebius Logo Nebius

Operations Specialist

Artificial Intelligence • Information Technology • Consulting
Remote
United States
473 Employees
85K-107K Annually

Similar Companies Hiring

MassMutual India Thumbnail
Big Data • Fintech • Information Technology • Insurance • Financial Services
Hyderabad, Telangana
Granted Thumbnail
Artificial Intelligence • Healthtech • Insurance • Mobile • Financial Services
New York, New York
23 Employees
Vega Thumbnail
Artificial Intelligence • Automotive • Insurance • Transportation
US
65 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account