Jackson · 21 hours ago
Sales Administrative Assistant, Sales Support
Nashville, TN
Full-time
Onsite
Entry Level
2+ years expJackson is an equal opportunity workplace, and they are seeking a Sales Administrative Assistant to provide sales-focused administrative tasks for External Wholesalers. The role involves CRM reporting, wholesaler correspondence, and various support functions across multiple departments.
Financial Services
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
Performs other duties and/or projects as assigned
Qualification
Required
H.S. Diploma or equivalent required
Sales Administrative Assistant experience required
Experience with CRM platforms required
Preferred
Associate's Degree preferred
2+ years of experience in an administrative role preferred
Company
Jackson
Jackson is a financial services company dedicated to helping people pursue financial freedom for life.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$1.55BKey Investors
TPGAthene
2026-01-06Post Ipo Equity· $500M
2023-03-06Post Ipo Equity· $550M
2021-09-20IPO
Leadership Team
L
Laura Prieskorn
Chief Executive Officer
Alison Reed
Chief Operations Officer
Recent News
Business Wire
2026-01-09
2026-01-06
Morningstar.com
2025-12-18
Company data provided by crunchbase