Kimberly L.

Observer
DISC Type : ci

Retirement Product Marketing Director at Empower

New York City Metropolitan Area, United States

Overview

Kimberly is the Retirement Product Marketing Director at Empower, focusing on large, mega, and not-for-profit clients. A passionate marketing professional with an MBA from Centenary University, she specializes in creating integrated campaigns for the retirement industry. Colleagues describe her as a dedicated, talented, and proven leader.

Her driving ambition is to help increase retirement outcomes for todays investors.

Personality Overview

Curious

Value Driven

Example Seeker

They ask a lot of questions and rely heavily on information and collaterals.  They are generally good communicators and can be hard to convince. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Topics They Care About

Retirement Outcomes
Her profile highlights a driven ambition to help improve retirement outcomes for investors through her marketing work.
Workplace Benefits
Her current role at Empower and past experience at Morgan Stanley at Work center on workplace benefits and sponsor-focused strategy.
Financial Freedom
Aligns with her company's mission to "empower financial freedom for all, " a value she highlighted when joining the team.

Media Appearances

Kimberly has no verified media appearances

Work History

2-2026
Retirement Product Marketing Director at Empower
4-2022 - 2-2026
Vice President- Morgan Stanley at Work at Morgan Stanley
11-2017 - 4-2022
Lead Manager, Retirement Plan Services at Equitable
6-2017 - 11-2017
Protection Marketing Professional at Guardian Life
10-2016 - 6-2017
Inspiring Marketing Consultant at Serving the Retirement Industry

Education

2015 - 2017
Master of Business Administration - MBA from Centenary University
1990 - 1994
Bachelor of Science from Centenary University

More Information

Social Presence :

Prographics :

Exp : 25 Location : New York City Metropolitan Area, United States Job Level : Mid-senior Designation : Retirement Product Marketing Director at Empower
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Insights For Selling To Kimberly

During A Call Or A Meeting

DO's

  • Use phrases like ‘clear proof that’, ‘data shows’ etc.
  • Help them realize that there is no personal risk in making this decision
  • Focus on immediate action-items rather than the larger goals

DONT's

  • Don’t rely excessively on your relationship with them to win the deal
  • Don’t be too objective but make sure to pad your storytelling with data points
  • Avoid making offhand commitments

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kimberly is

  • Proven value, strong testimonials are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Kimberly

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Kimberly move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Kimberly take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Kimberly

Personality Compatibility


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