JACKSON HENDRIX
Noblesville
Summary
Especially skilled in client consultation and development, I perform best when given the opportunity to interact. My familiarity with financial services, customer relationship management, corporate regulations, and countless sales/marketing strategies all contribute to a devotion to extensive preparation. I'm a competitive perfectionist, who always expects high quality work from myself and others. I seek to culminate my administrative experience and sales/marketing experience to facilitate positive outcomes for both company and client.
Overview
5
5
years of professional experience
Work History
Inbound Sales Representative
Delaware Life Insurance Company
Zionsville, IN
05.2025 - Current
- Conducted needs analysis for over 20 Financial Advisors per day, recommending tailored fixed, fixed index, and variable annuity solutions to their client's individual needs.
- Gathered client information to run extensive hypothetical forecasts through our company's illustration software, enabling Advisors to present clients with tangible resources during appointments.
- Collaborated with underwriting and wholesaling teams to streamline application processes, enhancing Advisor relationships and client experiences.
- Piloted outbound promotional campaigns, informing hundreds of our partnered Advisors on rate changes, exclusive rider options, newly offered sub-account options for variable annuities, and upcoming networking events.
Outside Marketing and Sales Specialist
Credence Innovations
Indianapolis, IN
06.2024 - 05.2025
- Utilized various B2B strategies to entice regional Lowe's and Costco locations to host our marketing booth campaigns for LeafFilter and AT&T: our contracted partners.
- Piloted in-store B2C campaigns to directly introduce Lowe's customers to LeafFilter's competitive products/services and complimentary appraisal offerings.
- Prospected through scheduling free expert consultations for customers, and generated quality leads to maximize the potential for LeafFilter installation purchases.
Priority Orders Specialist (Distribution)
SMC Corporation of America
Noblesville, IN
08.2023 - 05.2024
- Gathered, organized, and finalized orders for distribution to client companies with contracts exceeding $20 million.
- Communicated directly with larger client companies to process each order and confirm satisfaction.
- Worked dynamically with SMC Distribution Executives to optimize efficiency and cultivate stronger relationships with buyers.
Administrative Assistant (Seasonal)
AHEPA Management Company
Indianapolis, IN
07.2021 - 01.2023
- Operated telephones (inbound & outbound) to communicate with tenants, prospective applicants, service coordinators, and all other inquirers.
- Organized managerial, accounting, and work-order files: inputted related information into digital archive according to HUD guidelines.
- Assisted property manager in responding to tenant complaints, special requests, maintenance scheduling, and payment disputes.
- Organized community gatherings, celebrations, and banquets for residents.
Sales Intern
Purdue For Life Foundation
West Lafayette, IN
04.2022 - 09.2022
- Welcomed, interacted with, and guided visitors for Alumni Tours throughout the organizational headquarters.
- Identified and socialized with university alumni and introduced them to various donation packages or student sponsor programs.
- Connected alumni members to donation packages catered to individual interests and finalized the transactions within our university computer system.
Insurance Broker Consultant (Intern)
Primerica
Indianapolis, IN
05.2021 - 10.2021
- Shadowed the Regional Vice President conducting preliminary appointments with prospective clients.
- Assisted in operating the financial consolidation software to provide prospective clients with personalized financial analyses and recommended insurance policies.
- Collaborated with Senior Brokers to determine best life insurance plans for each client and finalize insurance policy deliveries.
Education
Bachelor of Arts - Business Law
Purdue University
West Lafayette, IN08-2023
Skills
- Customer relationship management (CRM)
- Customer needs determination
- Lead generation
- Project and Presentation management
- Campaign development
- Public speaking
- Conflict resolution
- Recordkeeping proficiency
Accomplishments
- Indiana Life Insurance License
- Microsoft Excel Badge
- Salesforce Super Badge
- Completed SIE Examination
- Sigma Alpha Epsilon Academic Honors Recipient (2021-2023)
- Purdue College of Liberal Arts Deans List (2023)
Timeline
Inbound Sales Representative
Delaware Life Insurance Company
05.2025 - Current
Outside Marketing and Sales Specialist
Credence Innovations
06.2024 - 05.2025
Priority Orders Specialist (Distribution)
SMC Corporation of America
08.2023 - 05.2024
Sales Intern
Purdue For Life Foundation
04.2022 - 09.2022
Administrative Assistant (Seasonal)
AHEPA Management Company
07.2021 - 01.2023
Insurance Broker Consultant (Intern)
Primerica
05.2021 - 10.2021
Bachelor of Arts - Business Law
Purdue University