Tom Esser, Clu, Chfc, Cfc Email & Phone Number

Greater Milwaukee Area

As Vice President Strategic Relationships, my responsibilities include helping HSA Bank's carrier partners and distributors increase the number of HSA accounts opened and increase the value of assets under management. This is accomplished while providing exceptional service to our carrier partners, distributors and their clients.

Brookfield, WI

The Senior Director of Strategic Relationships develops, manages and maintains collaborative long-term partnerships with key enterprise private exchange customers and carrier/supplier business partners. This role is responsible for developing successful relationships with client/partner executive and operational leadership, understanding their business.

Milwaukee, WI

In this role, I was responsible for the National Account sales channel, which was the distribution arm of Assurant Health that recruited, negotiated, implemented and managed the needs of our alliance partners. The position required me to work directly with senior executives and down-line management to implement strategies and processes that lead to.

Milwaukee, WI

As a Training Director, I was responsible for managing the national training and communication needs for each of our strategic alliance partners. One of my greatest achievements was developing, implementing and conducting the introduction of our individual medical and short term medical products to 16,000+ State Farm agents over 18 months. We averaged over.

Milwaukee, WI

As a Marketing/Training Manager, my responsibilities were expanded from being responsible for the training needs of our national accounts to also being accountable for the marketing and communication needs of our national account partners and their agents. This included ensuring the agents received the most recent product and process updates, regulatory.

Milwaukee, WI

In this role, not only did I conduct the training referenced in the Trainer position, but I was also responsible for coordinating the training efforts for our department and prioritizing where and when training would take place.

Milwaukee, WI

Managed and conducted the training needs of 25 national accounts. This training was conducted on a national basis to groups of 3-50 agents. The products covered included individual medical, small group, Short Term Medical, long term care, life and disability income.

Milwaukee, WI

As a Specialty Products Representative, I recruited agents and was responsible for the sales generated from those agents in GA, KY, NC, SC and TN.

Milwaukee, WI

The responsibilities of a Sales Representative were to contact local businesses who may have a need for temporary/contract employees in the area of engineering, drafting, programming and other technical skills. This position also required me to interview candidates to identify their skillsets and experience, so I could accurately determine the best.

Milwaukee, WI

As an agent for Northwestern Mutual, I was responsible for running my own business and providing life and disability income solutions to consumers and small business owners.