UNICO Group ยท 1 day ago
Business Operations Assistant - Sales
Lincoln, NE
Full-time
Onsite
Entry Level
3+ years expUNICO Group is seeking a highly organized Business Operations Assistant to support the daily operational functions of their sales organization. The role involves enhancing operational efficiencies, improving technology adoption, and supporting strategic initiatives that impact time management and advisor productivity.
FinanceFinancial Services
Hiring Manager
Briauna Z.
Responsibilities
Manage sensitive matters with a high level of confidentiality and discretion
Assist in day-to-day activities including the coordination and management of meetings, active schedules, and email management
Coordinate onsite and offsite meetings, prepare relevant materials, order catering, take meeting minutes and follow up on action items
Coordinate monthly sales meetings and Sales Advisor focus meetings
Schedule and prepare materials for quarterly Sales Advisor conversations
Coordinate and track onboarding and training programs for unvalidated Advisors
Manage calendars for the President and Director of Sales Enablement
Provide administrative support, such as writing and editing documents in Word, Excel and PowerPoint
Perform special projects and support strategic initiatives as assigned
Assist in the implementation and optimization of sales tools and technologies
Manage and update key sales reports in CRM
Audit CRM systems to ensure accurate client and prospect data to support marketing campaigns and automation
Run reports and provide data analysis as requested by sales leadership team
Assist in planning and execution of clients and prospect events, including educational seminars
Coordinate details for the bi-annual Sales Summit and the Annual Traction Meeting
Qualification
Required
Manage sensitive matters with a high level of confidentiality and discretion
Assist in day-to-day activities including the coordination and management of meetings, active schedules, and email management
Coordinate onsite and offsite meetings, prepare relevant materials, order catering, take meeting minutes and follow up on action items
Coordinate monthly sales meetings and Sales Advisor focus meetings
Schedule and prepare materials for quarterly Sales Advisor conversations
Coordinate and track onboarding and training programs for unvalidated Advisors
Manage calendars for the President and Director of Sales Enablement
Provide administrative support, such as writing and editing documents in Word, Excel and PowerPoint
Perform special projects and support strategic initiatives as assigned
Assist in the implementation and optimization of sales tools and technologies
Manage and update key sales reports in CRM
Audit CRM systems to ensure accurate client and prospect data to support marketing campaigns and automation
Run reports and provide data analysis as requested by sales leadership team
Assist in planning and execution of clients and prospect events, including educational seminars
Coordinate details for the bi-annual Sales Summit and the Annual Traction Meeting
Embodies our core values of Professional, Trust, Positive, and Team Player in all aspects of their work and relationships
Maintains professionalism and strict confidentiality with all materials and conversations
Strong abilities to prioritize tasks, manage multiple projects simultaneously, and meet deadlines effectively
Meticulous focus on accuracy and quality in all tasks
Demonstrates exceptional communication skills, both verbal and written, to successfully interact with a variety of people inside and outside the organization
Aspires to be independently resourceful, but not afraid to ask questions within our supportive team environment
Proficiency in Microsoft Suite, calendar applications, and has the ability to quickly learn new software applications
This role's physical exertion is sedentary and within an office environment
Exerting up to 10 pounds of force occasionally and a negligible amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects
Substantial movements and repetitive motion of the wrists, hands, and fingers
Individuals should have close visual acuity to perform activities such as preparing and analyzing data and figures; transcribing, viewing a computer, and extensive reading
Candidates must be willing to work from the office location 5 days/ week
Preferred
Education: Associate's or Bachelor's degree preferred
Experience: A minimum of three years of administrative support or executive assistance
Company
UNICO Group
UNICO Group is an insurance company offering insurance and financial solutions.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
N
Neal Lyons
CFO
Recent News
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