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
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
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
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
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
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
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