Sales Operations Advisor - Cypress, CA

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Jobs that support new business sales efforts or account management but are not ultimately responsible for the results. Jobs that manage these employees should also fall under this category. Jobs in this family are typically not in sales bands.

Responsible for the daily support of the sales function to minimize 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. 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. Employees are required to have flexibility to work any of our 8-hour shift schedules during our normal business hours. It may be necessary, given the business need, to work occasional overtime. Our office is located at 5701 Katella Ave Cypress, CA 90630.

Primary Responsibilities:

• Extensive work experience within own function
• Work is frequently completed without established procedures
• May act as a resource for others
• May coordinate others 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

You’ll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.

Required Qualifications:

• High School Diploma / GED (or higher)
• 1 years of customer service or related worked experience
• 1 years of experience in strategy and problem solving
• Ability to obtain a state life/health insurance license within 6 months of employment, UHG will take care of cost
• Experience with Microsoft Excel (creating spreadsheets and formulas), Microsoft Word (creating documents) and Microsoft Outlook (drafting emails, calendar management)
• Ability to work onsite in 5701 Katella Ave Cypress, CA.

Soft Skills:

• 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

UnitedHealth Group requires all new hires and employees to report their COVID-19 vaccination status.

Military & Veterans find your next mission: We know your background and experience is different and we like that. UnitedHealth Group values the skills, experience and dedication that serving in the military demands. In fact, many of the values defined in the service mirror what the UnitedHealth Group culture holds true: Integrity, Compassion, Relationships, Innovation and Performance. Whether you are looking to transition from active duty to a civilian career, or are an experienced veteran or spouse, we want to help guide your career journey. Learn more at https://uhg.hr/transitioning-military

Learn how Teresa, a Senior Quality Analyst, works with military veterans and ensures they receive the best benefits and experience possible. https://uhg.hr/vet

Careers at UnitedHealthcare Employer & Individual. We all want to make a difference with the work we do. Sometimes we're presented with an opportunity to make a difference on a scale we couldn't imagine. Here, you get that opportunity every day. As a member of one of our elite teams, you'll provide the ideas and solutions that help nearly 25 million customers live healthier lives. You'll help write the next chapter in the history of healthcare. And you'll find a wealth of open doors and career paths that will take you as far as you want to go. Go further. This is your life’s best work.^SM

Diversity creates a healthier atmosphere: UnitedHealth Group is an Equal Employment Opportunity / Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.

UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment.

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