Customer Service Sales

Peter Cefalu

************@*****.***

949-***-**** cell

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Summary: Worked in an inbound call-center providing sales support and post-

sales customer service to our brokers. Provided expert help to our agents

on the field in a call-center environment with complex marketing ideas.

Provided brokers and their clients with investment recommendations on our

mutual funds, income benefit riders for their variable annuity product.

Compassionate, professional, trustworthy, highly organized, reputation for

being diplomatic, resourceful and a hard worker. Efficient and proactive

in getting the support the agents requested on a timely manner with the

upmost care. Proven experience in establishing relationships while earning

trust for continued business. Made the difference by creating additional

sales opportunities through professionalism and integrity. Worked with

many different personality types and established a professional

relationship with key people within other organizations to get the business

processed on time.

The Lotter Group Agency February 2008 - November 2008

Newport Beach, CA

Annuity Income Specialist: -Worked in a team environment to provide

excellent customer service to all producers and their clients - processed

all life insurance cases for brokers. Responded to sales opportunities

from agents by answering all questions relating to their business,

scheduled conference calls, ordered attending physician statements and

medicals, serviced the 403b teacher market and senior lines for annuities,

life insurance and long term care products. Used my interpersonal, verbal

and written communication skills with measurable results in moving cases to

issue and commissions paid on schedule. Provided excellent customer

support to all our clients and worked to move their business forward.

MetLife Investors Insurance Company September 2003 - January 2008

Irvine, CA

Sales Desk Associate - Inbound call-center taking 60-70 calls a day from

brokers. Responded to sales opportunities via phone, completed

applications and purchase orders for Smith Barney, Merrill Lynch. Worked

in a fast-paced environment, adapted quickly to changing priorities,

provided superior customer service to brokers by providing on-time

solutions, assisted brokers and clients track their investments on line.

Coordinated with internal compliance department to ensure compliance with

regulatory and procedural guidelines, used multiple computer systems,

strong analytical ability to review cases with special circumstances,

escalated cases to management for review and exceptions, used oral and

written communication skills to further relationships with brokers, learned

and retained vast amounts of information to execute job functions.

Provided senior vice president of outside sales with expert support in the

areas of variable annuities, life insurance and long term care products,

investment recommendations on living and death benefit riders, developed

and maintained relationships within assigned territory, scheduled

appointments, made calling campaigns, marketed new products to brokers,

handled 1035 exchanges, explained illustrations, post-sales customer

service, provided fund performance and conference calls with brokers and

their clients.

CPS/Insurance Agency June 1998 - January 2001

Arizona & Irvine, CA

Account Representative/Office Manager - handled over 100 cases on a weekly

basis and provided our agents with necessary sales support to process all

their life insurance business. Superior attention to detail, processed

life orders, provided illustrations, conducted interviews, hired and

trained new employees, managed an office of four employees. Customer

Service - provided excellent customer service to all our producers while

managing their business. In constant contact with producers providing

status of pending cases, managed agents' requests and assisted with all

their business needs. Helped producers reach their goals by providing up-

to-date support on all their cases.

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*Education: South Bay College / Business School Long Beach, CA

*Languages: Fluent in Italian, conversational in Spanish

*Licenses: Series 6, Series 63, Life and Health License

*Currently working as an assistant property manager in Newport Beach on

weekends.

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