Sales Administrative Assistant, Sales Support

The Jackson National Life Insurance Company; Nashville (TN); On-site; USD 42,000 - 54,000; Full time

Job summary

The Jackson National Life Insurance Company in Nashville, TN seeks a Sales Administrative Assistant, Sales Support to provide sales-focused administrative support for External Wholesalers, including CRM reporting, correspondence, marketing and fulfillment support, and appointment scheduling.

The role collaborates with Compliance, Sales Enablement, CRM, and Marketing to maintain dashboards, process deadlines, and deliver timely information to internal and external partners.

Qualifications

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

Responsibilities

• Create and maintain sales-focused CRM reporting and dashboards.
• Optimize CRM dashboards for routine reporting.
• Streamline lead notifications from marketing campaigns.
• Send approved correspondence and documents to advisors for external partners.
• Schedule and maintain calendar of appointments for external partners using Outlook and CRM.
• Research to respond to inquiries in a timely manner.
• Coordinate mailings internally and externally.
• Provide periodic reports and communications on deadlines and outstanding items.
• Maintain marketing and promotional supplies and order new supplies.
• Establish, maintain, and update files and records.
• Review documentation for accuracy and completeness.
• Perform other duties and projects as assigned.

Skills

CRM dashboards

Excel

Organization

Multi-tasking

Communication

Relationship management

Collaboration

Education

HS Diploma

Associate's Degree preferred

Tools

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.
• Sales Administrative Assistant experience 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.

At Jackson, our employees are empowered to bring a fresh perspective, confront new challenges, and define their own career paths. We value the unique perspectives and innovative ideas that come from our employees' diverse backgrounds.

Jackson is the marketing name for Jackson National Life Insurance Company (Home Office: Lansing, Michigan) and Jackson National Life Insurance Company of New York (Home Office: Purchase, New York).

Jackson National Asset Management, LLC (JNAM) located in Chicago, Illinois, is an SEC-registered investment adviser and Jackson subsidiary.

Annuities are distributed by Jackson National Life Distributors LLC, Member FINRA.

Jackson companies offer an outstanding benefits package including competitive pay, bonuses, comprehensive health insurance benefits, a matching 401(k) retirement plan, adoption assistance, education matching gift program and dependent tuition program.

Contact [e-mail] for alternate formats for accommodation.

To learn more about Jackson's financial strength and results, visit jackson.com.