Alexis J.

About Alexis J.

Retirement Plan Sales Strategist at TIAA with 20+ years in financial services, driving innovative solutions and strategic growth for institutional clients. Expertise in plan design, compliance consultation, and relationship management across the Empire State Sector with over $20B in assets under management. Proven track record in delivering customized retirement strategies that optimize client outcomes and operational efficiency. I am a relationship-focused leader committed to integrity, personalized service, and empowering organizations to achieve their retirement goals.When not working, I love spending time with family, self development, getting better at Artificial Intelligence, playing golf, watching my children develop and play their respective sport.

Experience

1. Sales Strategist

   TIAA

   Nov 2020 — Present · Charlotte, NC, US

   Assist in the development of the sales strategy for each Sales Director and their respective territoryCoordinate the end-to-end process for Requests for Proposal (RFP), Requests for Information (RFI) and/or Pricing Requests.Oversee preparation of finals presentations, site visits, and client/prospect meetings.Review plan documents to understand plan needs and identify unique features that may impact pricing

Education

• American Senior High

  General Studies, High School/Secondary Diplomas and Certificates

  1987 — 1991

Skills

• Home Builders
• Marketing
• Real Estate
• Time Management
• Real Estate Transactions
• Real Estate Financing
• Sales Process
• Investment Properties
• Customer Satisfaction
• Management
• Home Inspections
• Retirement Services
• Brokerage
• Real Estate License
• Account Coordination
• Leadership
• Sales Management
• Operations Management
• Customer Service
• Residential Homes
• Referrals
• Certified New Home Sales Professional
• Competitive Analysis
• Selling
• Start-Ups
• Sales
• Strategy
• Service Specialist
• Community Management
• First Time Home Buyers