Kimberly Jackson
Senior Relationship Manager @Empower
Signup · Get unlimited contacts
WORK HISTORY
Senior Relationship Manager @Empower
NY, US
EDUCATION
Towson University
Bachelor’s Degree, Finance, General
University of South Florida
Master of Business Administration (M.B.A.), Concentration in Finance and Marketing
Sacred Heart Academy
High School
SKILLS
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.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.