Connie L. Gregory
Regional Director, Ameriprise Financial Institutions Group
- Role
- Regional Director, Ameriprise Financial Institutions Group at Ameriprise Financial Services, LLC
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Connie L. Gregory
Business Development Executive with a sustained track record of success in new business development, client services, and marketing of insurance and security-related products in the financial services industry. Offering value in the following areas: New Business Development – Excel at target marketing, prospecting, building alliances, and closing sales for markets nationwide including banks, credit unions, broker dealers, and individual securities representatives. Excellent presentation skills (including PowerPoint and WebEx). Skilled at evaluating and responding to RFPs and due diligence requests. Contract Negotiation – Skilled at negotiating highly regulated contracts with banks and credit unions, working closely with in-house counsel and outside legal advisors. Relationship Management – Passionate about customer service; excellent follow through, troubleshooting, and problem solving skills. Reorganization / Process Improvement – Established a record of success at reorganizing client service departments to improve work-flow and achieve efficiencies in operation. Developed strategies and managed the insurance sales process end-to-end.
Experience
Regional Director, Ameriprise Financial Institutions Group
Ameriprise Financial Services, LLC
Sep 2023 — Present · Los Angeles, CA, US
Education
University of Nebraska-Lincoln
BA, Liberal Arts
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