Thomas Usher Email & Phone Number

Waco, Texas Area

Experienced Sales Manager/Director with a demonstrated history of developing and recruiting high performing teams. Skilled in Customer Service, Coaching, Recruiting, Sales and Operations. Strong sales professional with a Bachelor of Business Administration (BBA) focused in Management from Kansas State University.

Greater Los Angeles Area

• Meet with and build relationships with advisors in California, Arizona and Hawaii
• Responsible for all pre-sale, follow up and implementation when a plan is sold
• Bring value to advisors by staying up to date with legislative and industry changes
• Maintain product knowledge to walk advisors through platform options and provide advice
• Work with 401(k), 403(b), 457s, ESOP, cash balance, profit sharing and investment only products
• Travel in the field to meet new advisors and helping them grow their business

Santa Barbara, California Area

• Ran over $850 million worth of retirement plan proposals (401k, 403b, 457, ESOP)
• Create sales presentations and marketing materials for corporate and external offices
• Developed proprietary qualitative scoring and quantitative pricing comparisons inside Sales force
• Create coding for proprietary proposal systems through Sales force
• Oversee Tri-Star marketing campaign and manage marketing for 22 offices around the U.S.
• Coordinate with vendor wholesalers to discuss products and services to stay up-to-date