Kimberly Jackson
Senior Relationship Manager at Empower
Based in New York, United States
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Seniority
Manager
Department
Finance & Accounting
Location
New York
Industry
Financial Services
Company size
13K
Contact information
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k•••••••@empower.com
Phone
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Background
About Kimberly Jackson
As a Relationship Manager at Empower, I leverage my 10+ years of experience in the financial services industry to provide exceptional service and solutions to both clients and advisors. I have a strong foundation in retirement, 401k, and managed accounts, as well as a passion for helping people achieve their financial goals. In my previous roles, I managed all aspects of the client relationship, from prospecting and sales to planning and running events. I also streamlined the sales process, implemented systems to manage client needs, and migrated the practice to Salesforce. I have proven analytical, communication, and multitasking skills, as well as a high work ethic, drive to succeed, and accountability. I hold Series 7 & 66 licenses and a NY Life, Health & Annuity license.
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