Tom Axline

Experience

• 

  Sanwa Bank

  Jan 1990 - Jan 1992

  Branch Banking Officer

  Worked closely with commercial banking unit to introduce personal banking services to business customers.

• 

  Waddell & Reed Financial Services

  Mar 1992 - Jun 1998

  Division Manager

  . Oversaw all aspects of local sales office. Identified, selected, recruited, and trained new financial advisors. Conducted comprehensive pre-licensing sales training and marketing program to enable new advisors to achieve income goals. Assisted existing financial advisors to increase earnings by providing ongoing training and developing proactive personal accountability system. Approved all client correspondence and marketing materials for advisor use.

• 

  MissionSquare Retirement

  Jun 1998 - Nov 2024

  • Led eight-to-ten-person field sales team to achieve assigned sales goals and provide on-site education and service.• Consistently met / exceeded assigned goals.• Led largest territory in the company, with two largest plans in the corporation.• Presented Strategic Plan and annual review to plan sponsor, committees, and consultants.• Negotiated and presented plan renewal agreements.• Partnered with internal stakeholders to meet both corporate and plan sponsor objectives.• Assisted in and delivered resolutions to customer service issues with plan sponsor and participants.• Collaborated with other Directors to develop email response and OOO template to improve representative productivity. Show less

  • Regional Director

    Sept 2019 - Nov 2024

  • Regional Manager

    Nov 2014 - Sept 2019

  • Financial Planning Manager

    Feb 2007 - Oct 2014

  • Retirement Plan Specialist

    Jun 1998 - Feb 2007