Customer Service Sales

Raul P. Gesmundo Jr.

** ******** **. *. ***********, PA 19320 609-***-**** *********@*****.***

Objective: To utilize my professional sales experience and expertise in the financial service market which will result in increased sales and client satisfaction

Professional License: PA Life and Health Insurance License, Previously held FINRA Series 6 and 63 License

Work Experience:

Transamerica-Exton, PA-Sales Licensed Insurance Agent February 2010-Present

Diligently cross selling to existing and new customers by explaining to them the various features of life, accidental, health discount plans and dental insurance.

Reselling the benefits to the customers who call to cancel their insurance and membership policy which results in retaining their accounts and establishing additional coverage .

Converting customers' term to their whole life insurance by educating them the long term advantages of this type of transaction .

Establishing great rapport and relationships with existing clients which enables them to contact me for additional life and accidental insurance protection .

Consistently meeting the sales department quota for monthly bonuses and licensed agent incentive payout program

Collaborating with other departments with respect to improving customer service by identifying problems and creating solutions

Verifying and closing peers sales by reading the company’s sales script verbatim as required by law

Proactively assisting and educating new hires on products and procedures while on the sales floor.

Awards/Recognition: Recipient of the Platinum Membership Award,receiving various compliment calls from customers to managers of my diligent customer service expertise which is known as The Kudos Award. Recipient of the S.T.A.R.S. Recognition program

Vanguard Group-Malvern, PA Client Relationship Associate

Proactively reached out to existing clients to see if their accounts need to be updated and if their

investment needs have changed. This lead to an increase of new business in which clients would

rollover their former employers sponsored retirement plan and rolled it over into an IRA.

Awards/Recognition: Recognition Award as elected by peers in June 2008

Compliment letters from clients December 2007 and January 2009

Retirement Specialist 2004-2006

Aided customers in IRA asset transfers and 401k rollovers which yielded an approximate $1 to $1.5 millions of new business on a monthly basis.

Awards/Recognition: First Things First Award on January 2006 Marching Orders Award on September 2005,Compliment letter from client February 2005

Janney Montgomery Scott, LLC Philadelphia, PA Client Service Representative, 2002-2004

Trained financial consultants on new IRAs and small business retirement plans regulations

Counseled brokers in deciding which small business retirement plans would best suit their clients business needs

ING Variable Annuities, West Chester, PA Client Communication Specialist, 2001-2002

Educated clients on products and helped them resolve their portfolio issues.

Instructed new hires on annuity products and the job policies and procedures

Taught brokers on the features and benefits of the annuity riders

Awards/Recognition: Call Quality King January 2002

PFPC Global Fund Services-King of Prussia, PA Investor Service Representative, 1999-2000

Provided and updated fund information to customers and prospects.

Coached new hire on the team in regards to call quality and customer service

Supported brokers and agents on daily prices and performance on mutual funds

Prudential Financial -Lawrenceville, NJ Insurance Agent-1997-1999

Provided financial guidance by educating clients of financial products involving life and

health insurance, mutual funds, disability income insurance, fixed and variable annuities

Developed financial recommendation and reports to clients and prospects

Enrolled new employees in opening up their 403b employer sponsored plans

Implemented a power point sales presentation to existing client on mutual fund investing

Awards/Recognition: Qualified and exceeded the quarterly sales quota 1998-1999

Education:

Villanova University Villanova, PA Bachelor of Science-Business Administration: Finance1997

Completed the American College of Business on the 6 modules of Financial Planning (Intro to Financial Planning, Insurance, Investments, Retirement Plans, Taxation and Estate Planning) LOMA Designation, FLMI (Fellow Life Management Institute)

Computer Skills:

Word, Excel, and PowerPoint, AWD,(automated work device)

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