Sales Operations Advisor - Hybrid in Cypress, CA
About The Position
This role supports new business sales efforts by minimizing the administrative work of producers. Responsibilities include analyzing and reporting sales data, communicating changes to sales plans, providing knowledge about customers and competitors, communicating pricing data, and managing the operational logistics of sales meetings and activities. The position works closely with sales and other functional leaders to develop and maintain the operational infrastructure supporting sales recruiting, goal setting, training and onboarding, troubleshooting order processing issues and producer requests, and sales-related information systems and procedures. This position is full-time and requires flexibility to work any of our 8-hour shift schedules during our normal business hours, with the possibility of occasional overtime. The office is located at 5701 Katella Ave Cypress, CA 90630. This position follows a hybrid schedule with three in-office days per week, offering flexibility for those living near Cypress, CA.
Requirements
- High School Diploma/GED
- 1+ years of customer service experience
- Ability to obtain a state life/health insurance license within 6 months of employment, UHG will take care of cost
- Intermediate level of proficiency with Microsoft Excel (creating spreadsheets and formulas), Microsoft Word (creating documents) and Microsoft Outlook (drafting emails, calendar management)
- Ability to work onsite at 5701 Katella Ave Cypress, CA in a hybrid capacity
- Access to reliable transportation and valid US driver’s license
- Organizational Skills
- Strong Team Player
- Demonstrate ability to be a self-starter
- Demonstrate ability to be collaborative with sales team and distribution partners
- Anticipates problems and develops contingency plans
- Ability to prioritize and complete assigned tasks with limited direction and supervision
- Strong communication skills (written and verbal)
- Excellent planning and organizational skills
- Applies knowledge/skills to a range of moderately complex activities
- Demonstrates great depth of knowledge/skills in own function
- Sometimes acts as a technical resource to others in own function
- Proactively identifies solutions to non-standard requests
- Solves moderately complex problems on own
- Works with team to solve complex problems
- Plans, prioritizes, organizes and completes work to meet established objectives
- May coordinate work of other team members
Responsibilities
- Work is frequently completed without established procedures
- May act as a resource for others
- May coordinate other activities
- Works independently
- Printing out kits
- Pulling summaries
- Pulling any kind of out-of-state material a group would require
- They are the backbone for the service department
- They may even be doing special projects for the team
Benefits
- comprehensive benefits package
- incentive and recognition programs
- equity stock purchase
- 401k contribution
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
