Ken Stapleton's Location
Boston, Massachusetts, United States, United States
Ken Stapleton's Contact Details
Ken Stapleton work email
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Ken Stapleton personal email
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Ken Stapleton phone numbers
About Ken Stapleton
Ken Stapleton is a Financial at DWS Group. He possess expertise in product marketing, direct marketing, customer relations, salesforce.com, peoplesoft and 19 more skills.
Ken Stapleton Work Experience Details
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Dws GroupUnited States -
Rfp WriterDws Group May 2022 - PresentFrankfurt Am Main, Hessen, De
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Employee Benefits Internal WholesalerSunlife Financial Jul 2013 - May 2022Oo• Partner with external Employee Benefits Representatives to implement and execute annual territory sales plans in an effort to exceed specific sales goals ($2.5 million combined in 2015) • Generate, customize, deliver, and follow-up on proposals for group coverages ( i.e.; life, dental, disability and worksite products)• Interact directly with brokers and account managers after proposal delivery to negotiate pricing and to position Sun Life Financial’s distinguished features and solutions • Utilize Benefit Profile Tool to support benefit recommendations while identifying opportunities for broker community• Increase Sun Life’s overall market share via proactive outbound sales calls targeting both existing and prospective brokers • Capture and update data collected via correspondence with brokers in our SalesForce CRM• Ensure necessary documents are secured for proper implementation for external third parties, including MGIS and LIAZON (private exchange) -
Relationship ManagerSallie Mae Jan 2011 - Jul 2013Newark, De, UsManage College & University participation in SLMA's Tuition Pay Plan, which helps students control school invoices over scheduled plan terms. Coordinate and maintain administrative web access for Bursar office staff with comprehensive tools enabling school to effectively monitor payment processes. -
Client Service RepresentativeUpromise Investments, Inc Nov 2009 - Jan 2011Leading Administrator of 529 plans. Client Services Representative, Finance: Realize outstanding performance through provision of sales support to clients and Financial Advisors regarding 529 plans and investment options with focus on client acquisition and retention. Engage with clients in development and establishment of new accounts, assist with purchases, respond to inquiries, and resolve operational issues.Participated in 4 quality assurance mock conversions, resulting in official conversion for state 529 plans with estimated value of $2.2B.
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Regional Marketing AssociatePutnam Investments Jul 2008 - Mar 2009Boston, Massachusetts, UsProvider of mutual fund programs and services.; Revitalized underperforming territory of South Texas marked by extensive history of high turnover through reintroduction of company to broker-dealer wirehouse channel, as well as outstanding relationship management. Proposed solutions for Advisers in relation to client information, economic climate, and research provided by Portfolio Managers and Analysts. Engaged in more than 80 outbound calls per day, and secured prospects for Regional Marketing Director for wire house advisers to include Merrill Lynch, Morgan Stanley, and UBS. -
Dealer Marketing Service RepresentativePutnam Investments Jan 2008 - Jul 2008Boston, Massachusetts, UsIdentified high-value business opportunities for sale of mutual fund products and services.Controlled high volume of inbound calls in support of Investment Advisor needs, and enhanced Broker relationships.
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Account ManagerInvacare Supply Group Jun 2005 - Jan 2008Territory Manager, Florida from 2005 - 2008 with Invacare Supply Group, distributor of wholesale medical supplies. Expedited self-education in medical supplies and devices for achievement of excellent territory development and management with annual sales goal in excess of $11M. Performed trend forecasting, needs assessments, account profiling, relationship sales, contract management, and account management, and engaged in outbound telesales projects. Won sales contest sponsored by ostomy manufacturer against 25 Sales Representatives.
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Account ExecutiveBitpipe, Inc Apr 2004 - Oct 2004Championed launch of Analyst Views Web-interface product with more than 700 potential end users. Presented to executives on product benefits, promoted trial offer, coordinated responses to client concerns, and advised Product Manager on strategies for increased product awareness. Coordinated with development team to eliminate bugs identified within launched product.
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Regional Account RepresentativeNation One Mortgage Mar 2003 - Mar 2004Developed business with more than 50 cold calls per day in regional territory of Minnesota. Sourced new Real Estate Brokers for expansion of contact database. Verified borrower's application information, prepared pre-qualifications for Brokers to determine eligibility of loan size for their borrowers, and participated in attainment of documents for timely closure of home loans.
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Staffing ConsultantHollister, Inc Jan 2000 - Jan 2002Boston, Ma, UsProvided excellent business development through placement of more than 40 daily cold calls, attainment of high-value referrals from top applicants, optimization of network of referrals, and performance of client needs assessments for delivery of qualified applicants. -
Client Services RepresentativeGrantham, Mayo Van Otterloo & Co., Llc Jan 1997 - Jan 2000Oversaw daily cash transactions for processed client cash flows for GMO Trust mutual funds, provided trading groups with accurate and timely information pertinent to client cash flows, and responded to client concerns relevant to transaction activity, account market values, and investment performance.
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Customer Service RepresentativeThe New England Jan 1995 - Jan 1997The New England, provider of employee and executive benefits programs and retirement solutions. Supported new associates in department with 80 associates engaging in 3,000 daily calls while personally processing as many as 50 daily cases for clients and agent services. Updated client financial accounts and policies, presented customer service solutions, and negotiated conservation strategies to maintain client base.
Ken Stapleton Skills
Product Marketing
Direct Marketing
Customer Relations
Salesforce.com
Peoplesoft
Payment Gateways
Account Management
Sales
Cold Calling
Lotus Notes
Sales Support
Sales Operations
Investments
Relationship Management
Benefits
Mutual Funds
Building Relationships
Customer Service
Wholesale
Email Marketing
Oracle Applications
Employee Benefits
Siebel
Golf Courses
Ken Stapleton Education Details
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Westfield State UniversityMass Communication/Media Studies -
Norwood Senior High School
Frequently Asked Questions about Ken Stapleton
What company does Ken Stapleton work for?
Ken Stapleton works for Dws Group
What is Ken Stapleton's role at the current company?
Ken Stapleton's current role is Financial.
What is Ken Stapleton's email address?
Ken Stapleton's email address is ke****@****ife.com
What is Ken Stapleton's direct phone number?
Ken Stapleton's direct phone number is +161736*****
What schools did Ken Stapleton attend?
Ken Stapleton attended Westfield State University, Norwood Senior High School.
What skills is Ken Stapleton known for?
Ken Stapleton has skills like Product Marketing, Direct Marketing, Customer Relations, Salesforce.com, Peoplesoft, Payment Gateways, Account Management, Sales, Cold Calling, Lotus Notes, Sales Support, Sales Operations.
Who are Ken Stapleton's colleagues?
Ken Stapleton's colleagues are Yali D., Roshni Singh, Sarah Doherty, Pilar Castromil, Ann-Christin Schmidt, Gracia Cañeso, Ossepha Janvier.
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