Sales Operations Specialist

Confie • Addison, TX

13d • Hybrid

About The Position

Supports the creation, sustainment, evaluation, and optimization of Retail-focused sales and sales management tools, processes, and resources. This role involves establishing and maintaining partnerships with sales employees, collaborating with Sales Leadership to evaluate performance and processes, and working with Confie support teams to achieve business objectives. The specialist will support the implementation, sustainment, evaluation, and optimization of the sales funnel, sales, and servicing processes, pre-underwriting, and frontline operations. They will manage and participate in Retail-focused projects, create and deliver process documentation and training, and support the design and implementation of selling and sales management tools. Additionally, the role involves evaluating and sustaining these tools to ensure ongoing impact and adherence to business needs, supporting frontline execution through sales observations, and establishing/measuring project results and KPIs. Effective communication across various media is essential.

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: Entry Level