Pay Range:  

$65000 - $70000 / year

 

Our Perks: 

Generous PTO plans, sick pay and health benefits Annual bonus based on employment standing* Work from home and hybrid model employment Confie Enablement Fund/ Scholarship Program I-Care Recognition Program Corporate Social Responsibility Program Diversity, Equity and Inclusion Initiatives Confie Hub and Discount Programs (Gym Membership)

 

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.