Sales Ops: CRM Reporting & Admin Assistant

The Jackson National Life Insurance Company; Nashville (TN); On-site; USD 45,000 - 56,000; Full time

Benefits offered by this job

Bonuses

Health insurance

401(k) matching

Adoption assistance

Education matching gift program

Dependent tuition program

Job summary

Jackson National Life Insurance Company in Nashville, TN seeks a Sales Administrative Assistant to provide sales-focused administrative support to External Wholesalers. You will develop and maintain CRM reports, schedules, and communications while collaborating with Compliance, Sales Enablement, CRM, and Marketing.

The role requires strong Excel skills, CRM experience, and the ability to multi-task in a fast-paced environment.

Qualifications

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

Responsibilities

• Create and maintain sales-focused CRM reports and dashboards.
• Optimize CRM dashboards for routine reporting.
• Coordinate lead notifications from marketing campaigns.
• Distribute approved correspondence to external advisors.
• Schedule and manage calendars for external partners.
• Research inquiries and respond promptly.
• Coordinate internal/external mailings as needed.
• Provide periodic reports on deadlines and outstanding items.
• Maintain marketing/promotional supplies and orders.
• Establish and update files/records.
• Review documents for accuracy and completeness.

Skills

CRM dashboards

Excel skills

Organized

Communication

Relationship building

Multi-tasking

Education

High School Diploma

Associate degree preferred

Tools

CRM platforms

Job description

Jackson National Life Insurance Company in Nashville, TN seeks a Sales Administrative Assistant to provide sales-focused administrative support to External Wholesalers. You will develop and maintain CRM reports, schedules, and communications while collaborating with Compliance, Sales Enablement, CRM, and Marketing.

The role requires strong Excel skills, CRM experience, and the ability to multi-task in a fast-paced environment.