Alondra Morfin
El Monte,CA
Summary
Outgoing Sales Representative that meets the clients needs while engaging a conversation to make them feel welcomed. Advanced with customers and clients in relationship building and contributing to the team for success.
Overview
8
8
years of professional experience
Work History
Insurance Sales Agent
Aflac
04.2024 - 10.2024
- Educated clients on insurance products, enabling them to make informed decisions regarding their coverage needs.
- Developed strong relationships with clients through consistent communication and exceptional customer service.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
- Developed sales strategies to increase sales of insurance policies.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
Bookkeeping Assistant
Private Individual
12.2021 - 04.2024
- Managed invoices, payments and deposits, maintaining accurate expenditure records.
- Organized digital filing systems for easy retrieval of historical financial documents during audits or annual reviews.
Private Nanny
Private Individual
07.2021 - 06.2023
- Developed strong relationships with parents, maintaining open communication about each child''s progress and needs.
- Oversaw household duties such as light housekeeping tasks or running errands when required.
- Organized and cleaned home after activities by picking up toys and straightening up play room.
- Bathed, dressed, and helped with teeth brushing as part of bedtime preparation.
Vet Technician
Southern California Equine Foundation
07.2016 - 12.2018
- Assisted in surgical procedures with proper preparation and sterilization techniques, ensuring a safe environment.
- Processed new patients and updated client records with key information using standardized registration systems and encrypted databases.
- This was for thoroughbred race horses
Education
No Degree - Equine Vet
Rocky Mountain College
Billings, MTHigh School Diploma -
Rosemead Highschool
Rosemead, CASkills
- Customer service
- Insurance sales
- Product knowledge
- Strong negotiation
- Licensed insurance agent
- Appointment management
- Client relations
- Friendly
- Approachable
Languages
English
Native or Bilingual
Spanish
Full Professional
Timeline
Insurance Sales Agent
Aflac
04.2024 - 10.2024
Bookkeeping Assistant
Private Individual
12.2021 - 04.2024
Private Nanny
Private Individual
07.2021 - 06.2023
Vet Technician
Southern California Equine Foundation
07.2016 - 12.2018
No Degree - Equine Vet
Rocky Mountain College
High School Diploma -
Rosemead Highschool