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Featured Coach
Christiane Fridl Rosenborg

Click the "play" button to listen to an overview with Christiane Fridl Rosenborg

Click the "play" button to listen to an interview with Christiane Fridl Rosenborg

Bio:
Christiane Fridl Rosenborg, Vice President and Registered Principal, is an experienced bank assurance executive responsible for compliance and field operations.

Since joining the company in 1992, she has successfully installed and managed financial institution investment programs in banks and associations ranging in size from NationsBank to community based organizations.

She is a recognized expert in financial institution sales methodology, administration and marketing.

Her assistance to financial institution program managers and their staff through various interest rate cycles helped the company's clients stay attuned to their markets and build sales volumes from their strengths.

During the gradual market building process to the peak volume levels of the late 1990s, she formulated and implemented suitability and compliance programs that protected the financial institutions, their clients and the firm.

In her present capacity, Ms. Fridl oversees account management personnel, administrators, independent contractors and on-site sales personnel for insurance and broker-dealer activities. She is responsible for compliance, management and agent support, and product distribution for bank and association programs across the country.

Ms. Fridl received a BA degree from The Catholic University of America, Washington, DC and holds NASD Series 7, 24, 63 licenses, life and health licenses and has an L.U.T.C.F. designation.


Coaching Services For:
Beginner,Intermediate,Advanced,Manager,Group

Proximity:
Not Applicable

Specialty(s):
Bank Investment Reps, Small Business Market, Prospecting Techniques, Referrals, Marketing, Training Programs, Team Leader Training, Cross Selling, Practice Management, Insurance background

Virtual Coaching Available:
no

Fees:
Please contact me to discuss what we can do as well as any fees.

Special Notes:
Areas of Specialization:
Advising senior management and entrepreneurs on market strategies; tapping new markets; new product introductions, shift organizational culture, create intra-organization consensus and focus

Key Strengths
„« Ability to establish platform programs for banks that affect the bottom line, not day-to-day operations.
„« Developing a National team of highly trained long-term care sales specialists available to banks.
„« Hands-on executive experience running highly profitable bank-owned insurance/broker dealer subsidiaries.
„« Succinct, focused, and cost-effective web-based training programs that reflect the best practices in the financial services industry with over 200 courses and programs delivered in person or via the Internet.
„« Focus on customer needs and consultative selling promotes sales cultures and integrates compliance into the sales process.
„« Ability to obtain organizational support for fee-income products alongside other retail financial institution programs that compete



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