Job Description
Pay Range: 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 Own the creation, sustainment, evaluation, and optimization of retail-focused sales and sales management tools, processes, and resources that increase conversion, shorten ramp, and improve customer experience while reducing costs and increasing revenue
Essential Duties & Responsibilities Establish and maintain strong partnerships with sales employees at all levels of the organization
Collaborate with Sales Leadership to assess sales performance, evaluate processes, and support real-time business needs
Partner with Confie support teams and key stakeholders to achieve project and organizational objectives
Support Confie Retail by implementing, sustaining, evaluating, and optimizing the sales funnel; sales and servicing processes and skills; pre-underwriting; and frontline operational practices
Manage and participate in retail-focused projects of varying scope, exercising independent judgment in process-related decisions
Create, deliver, and maintain process documentation, standard operating procedures, and training resources to support frontline execution
Support the design, implementation, and optimization of differentiating sales and sales management tools
Evaluate and sustain the use of sales tools and resources to ensure continued organizational impact and alignment with evolving business needs
Participate in retail frontline selling/management activities and job shadowing to inform, evaluate, and optimize processes
Conduct regular sales observations over the phone and in-person to identify opportunities for improved performance and execution
Establish and track project outcomes, KPIs, ROI, program budgets, and personal performance goals
Document, track, and manage project milestones and deliverables for all participating stakeholders
Lead or support department-specific and enterprise-wide responsibilities, programs, and key initiatives
Make autonomous, data-driven decisions to optimize revenue opportunities and reduce operational expenses
Communicate effectively and professionally across multiple channels, including email, chat, in-person meetings, and phone
Qualifications and Education Requirements 5 years of retail sales experience or related insurance industry experience
Demonstrated project management competence or ≥ 2 years in a project management role
Proficiency in Microsoft Office Suite professional products
Strong communication (written and spoken English) and change management skills; able to influence without authority
Exceptional organizational and time management skills
Comfortable conducting over the phone and/or field observations and translating findings into SOPs and training
Preferred Skills Insurance (P&C, personal lines, non-standard auto) or multi-location retail experience
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
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 employeerelations@confie.com
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.
Job Tags
Work at office, Remote work, Flexible hours