Thomas Marchant Email & Phone Number

Honolulu, Hawaii, United States

Honolulu, Hawaii

• Provided market protection and investment options, financial products, and services targeting clients and utilizing needs-based selling strategies• Performed market development strategies using multiple methods, including cold calling, online meetings, referrals,networking events, and network relationships• Reviewed aged life insurance plans for existing “orphan” and unassigned customers and strategically developed long-term solutions meeting the priority and needs of those customers, resulting in up-sell and cross-sell opportunities• Provided knowledgeable, objective financial guidance and customized strategies to consumer segments demanding the highest quality service• Performed face-to-face needs analysis with potential clients

Honolulu, Hawaii

Company renamed itself to Equitable Advisors in January 2020

Hawaiian Islands

• Collaborated with multiple Allstate Property and Casualty Agents to solicit and generate financial services cross-sell business from new and existing customer base• Took the lead as the life and financial expert for local agents to help individuals create a comprehensive plan for their future• Coached and mentored agency staff members on processes, approach talk, and referral processes that created sales opportunities within their agencies• Devised and implemented marketing campaigns to promote sales of products including life, long-term care insurance, annuities, and investment products by targeting various customer demographics• Contacted prospects and identified needs through personal interviews, providing recommendations and product solutions involving protection and investment planning options• Used my financial experience, network support, and sales experience to help individuals determine the right mix of life and financial products to suit their needs• Cross-sold life and retirement solutions to Allstate customers

Honolulu, Hawaii

• Approached prospects (individuals, families, and business owners) using outbound calling and face-to-face meetings• Discussed financial concerns and needs during the prospecting process• Presented solutions using Life Insurance, Annuities, and Investment products• Walked clients through the application and issuing for insurance policies, investments, and annuities• Developed and employed marketing and business plans to grow my list of contacts

Hawaiian Islands

Richmond, Virginia Area

Dallas/Fort Worth Area

Master Of Business Administration (M.B.A.)

Bachelor'S Degree

Education record