What are the responsibilities and job description for the Sales Assistant Trainee position at Confidential?
Job Title: Sales
Department: Sales Assistant Trainee
Reports To: Sales/Marketing Manager
FLSA Status: Non-Exempt
Position Summary: This position supports the Sales Associates efforts by assisting with and completing all processes necessary to complete a new sale. This includes the gathering, verification, investigation, and entry of data and documents into CRM. The Sales Assistant interacts with potential and new customers to ensure they have received and signed needed documents as well as processing payment on the new sale. They also provide follow-up customer service to communicate with BMC-84 and BMC-85 customers that they are active with the FMCSA. They will also assist the underwriter gathering and verifying information provided. The position requires accuracy, customer service skills, critical thinking, and attention to detail to process new sales for our customers.
Job Description/Responsibilities:
- Provide accurate, timely and friendly customer service to all potential customers and new customers
- Assist the Sales Associates in all aspects of processing a sale including, but not limited to, gathering and entering all needed information into CRM to complete the sales process
- Prepare and send necessary documents to potential customers for signature
- Follow-up with customers for timely receipt of needed documents
- Facilitate and assist the underwriting process by gathering and verifying information as outlined in the underwriting guidelines
- Enter and update client records with attached files, documents and communication
- Process payments on new sales
- Check status of customers obtaining active authority with the FMCSA
- Provide initial customer service when customers become active with the FMCSA
- Assist in any other project or duty Sales Manager and Sales Associates request
Education and Qualifications:
- High School or equivalent
- Verifiable experience using internet as an investigative search tool
- Critical thinking skills
- Ability to multi-task in a fast-paced sales setting
- Ability to work as a team
- Attention to detail
Physical Demands:
· Push, pull, lift up to 25 pounds
· Normal vision and hearing abilities with or without correction
· Work environment is generally quiet and of a normal temperature
Proficient skill level with computer programs including Data Management systems
Job Type: Full-time
Pay: $16.00 - $17.50 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Tuition reimbursement
- Vision insurance
Schedule:
- 8 hour shift
- Day shift
- Monday to Friday
- No nights
Supplemental Pay:
- Bonus pay
COVID-19 considerations:
Vaccination required or must be obtained in the first month unless there is health restrictions.
Education:
- High school or equivalent (Required)
Work Location: One location
