Sales Operations Specialist

Confie • Huntington Beach, CA

13d • $65,000 - $70,000 • Hybrid

About The Position

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

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

Nice To Haves

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

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

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree