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• Attend conferences and engage advisors year round and represent OneAmerica• Build relationships with DCIO representatives in region to build advisor pipeline and partner

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• Create in depth excel spreadsheets to track sales and company development.