Account Maintenance Representative
Jackson National Life Insurance Company - California

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National Planning Corporation® (NPC®) has an opening for an

Account Maintenance Representative

. NPC is a full-service Broker-Dealer and Registered Investment Adviser serving independent representatives nationwide.

NPC is part of the National Planning Holdings, Inc. (NPH) network affiliated with Jackson National Life Insurance Company® ("Jackson®").

Jackson is one of the nation's largest and fastest growing financial services companies, with over $100 billion in total assets. Jackson offers a range of retirement products and services including variable, fixed and fixed index annuities. Please visit our website at

for more information.

  • Please note that NPC will be relocating to El Segundo, CA in June 2014*
Job Purpose

Ensures proprietary database information is accurately maintained. Manages and maintains document workflow and scanning. May provide customer service and problem resolution for registered representatives and sales assistants. May assist with special projects and/or training new team members.

Essential Job Duties & Responsibilities

May provide customer service by answering inbound phone calls for registered representatives and sales assistants

Enters and updates client account information timely and accurately utilizing knowledge of various computer software packages

May maintain and respond to the Account Maintenance and the Electronic Order Entry (EOE) support group's email and voice mail boxes

Ensures Commissions missing account reports are completed timely and accurately

Enters receivables into database

Clarifies account discrepancies with the Reps and/or Fund Companies

Ensures documents are imaged within the expected time

Ensures strict confidentiality of client, firm, and employee records

Other Duties

May assist with special projects as assigned

May assist with training new team members

Other duties as assigned


Job Requirements (Knowledge, Skills & Abilities)

Strong knowledge of MS Office and other relevant applications

Strong data entry skills

Attention to detail

Ability to understand and follow specific instructions and procedures

Ability to maintain confidentiality of records information

Knowledge of financial servies products

Education and Experience Required

High School Diploma or equivalent

1-3 years experience

Jackson offers an outstanding benefits package including competitive pay, bonuses, comprehensive health insurance benefits, a 401(k) retirement plan with matching, and a college tuition reimbursement program for employees and eligible dependents.

Online applications requested. Contact

for alternate formats for accommodation.

Equal Opportunity Employer

Company facilities and campuses are tobacco-free environments.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all job duties performed by the personnel so classified




Primary Location





National Planning Corporation




Job Posting


Jun 9, 2014, 1:52:27 PM

Unposting Date



About this company
25 reviews
Jackson National Life Insurance Company, a subsidiary of UK insurer Prudential plc, offers financial services (fixed, indexed, and variable...