Sales Administrative Assistant, Sales Support

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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.