Sales Support & CRM Reporting Admin

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

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.