Sales Administrative Assistant

Jackson National Life; Nashville (TN); On-site; USD 42,000 - 56,000; Full time

Job summary

Jackson National Life is seeking a Sales Administrative Assistant to support External Wholesalers with CRM reporting, dashboards, marketing fulfillment, and appointment scheduling. The role collaborates with Compliance, Sales Enablement, CRM, and Marketing to ensure accurate and timely information.

The ideal candidate will have experience with CRM platforms, intermediate Excel skills, strong organizational abilities, and a proactive approach to multi-tasking in a fast-paced corporate environment.

Qualifications

• HS Diploma or equivalent required.
• Associate's Degree preferred.
• 2+ years of experience in an administrative role preferred.
• Experience with CRM platforms required.

Responsibilities

• Creates and maintains sales-focused CRM reporting and dashboards.
• Optimizes CRM dashboards for routine reporting.
• Coordinates lead notifications from marketing campaigns.
• Schedules and maintains calendar of appointments for external partners using Outlook and CRM.
• Performs research to respond to inquiries in a timely manner.
• Coordinates mailings and maintains files and records.
• Provides periodic reports regarding deadlines and outstanding items.
• Maintains marketing and promotional supplies and orders new supplies.

Skills

CRM reporting & dashboards

Excel proficiency

Organization & multi-tasking

Communication & collaboration

Education

HS Diploma or equivalent

Associate's Degree preferred

Tools

Outlook

CRM platforms

Job description

Job Purpose

The Sales Administrative Assistant, Sales Support will provide sales-focused administrative tasks for External Wholesalers including, but not limited to, sales-focused CRM reporting, wholesaler correspondence, marketing and fulfillment support, and appointment scheduling assistance. The Sales Administrative Assistant will work closely with multiple departments across the organization including Compliance, Sales Enablement, CRM, and Marketing.

Essential Responsibilities

Assists with administrative support including creation and maintenance of sales-focused CRM reporting and dashboards. Optimizes CRM dashboards to provide routine reporting. Streamline lead notifications sourced from marketing campaigns. Sends approved correspondence and documents to advisors for external partners. Schedules and maintains calendar of appointments for external partners using various tools, Outlook, and CRM. Performs research to respond to internal and external inquiries in a timely manner. Coordinates mailings on an as needed basis internally and externally. Provides periodic reports and communications regarding required deadlines and outstanding items. Maintains marketing and promotional supplies and orders new supplies. Establishes, maintains, and updates files and records. Reviews documentation to ensure accuracy and completeness.

Other Duties

Performs other duties and/or projects as assigned.

Knowledge, Skills and Abilities

Ability to create and modify CRM platform dashboards and reports at an intermediate level. Intermediate skill level/proficiency with Excel. Ability to be organized, effectively multi-task and complete daily tasks accurately and within deadlines. Ability to prioritize work, maintain flexibility while focusing on quality of work/results in a demanding environment. Continuously seeks to improve processes/identifies efficiencies in work. Ability to analyze complex situations and gather information to identify both standard and alternative solutions. Excellent relationship management and customer service skills with the ability to build effective relationships with internal and external partners. Strong collaboration and influencing skills. Excellent written and verbal communication skills, with an ability to communicate with all levels of the organization. Comprehensive understanding of compliance policies. Ability to work independently or collaboratively in a team-oriented environment. Must have the ability to coordinate multiple administrative functions with little to no supervision.

Qualifications

• H.S. Diploma or equivalent required.
• Associate's Degree preferred.
• 2+ years of experience in an administrative role preferred.
• Experience with CRM platforms required.

Jackson is proud to be an equal opportunity workplace. The Company subscribes to and endorses federal and state laws and regulations relating to equal employment opportunity for all persons without regard to race, color, religion, gender, age, national origin, legally-recognized disability, marital status, legally-protected medical condition, citizenship, ancestry, height, weight, sexual orientation, veteran status, or any other factor not related to the needs of the job. The Company is committed to a policy of equal opportunity. Company facilities and campuses are tobacco-free environments.