Rafael Bastidas
West Jordan,UT
Summary
I am the 3rd oldest of 9 kids. My father is from Spain and my Mother is from Ohio, I am bilingual and have served a Spanish speaking mission for the church of Jesus Christ of Latter Day Saints. Although I am not currently enrolled in school I am an aspiring business owner and financial coach. Education is something that is very important however I prefer to go at my own pace and learn things that I know will benefit me in the future. I have worked hard on trying to build a different mindset from most which has allowed me to improve on many skills. I am willing to try new things and want to increase my knowledge and skills.
Overview
4
4
years of professional experience
Work History
Officer Manager/Trainer
Primerica
West Jordan, Utah
01.2021 - Current
- Maintained primary relationship accountability for clients, overall servicing responsibility and client satisfaction to maximize profitability of client relationships.
- Help train and develop leaders by doing one on one study sessions and in person and zoom appointments with their warm market.
- Developed highly-efficient administrative team through ongoing coaching and professional development opportunities.
- Improved office operations by automating client correspondence, record tracking and data communications.
Warehouse Worker
Agnes And Dora
Orem, UT
06.2020 - 08.2020
- Operated pallet jacks and material moving equipment to receive and transport items from various warehouse locations.
- Alternated goods in inventory by observing first-in and first-out approach to keep shelves organized and properly stocked.
- Measured dimensions of finished pieces for conformance to specifications.
- Readied product pallets for optimal storage and shipment, carefully organizing boxes and balancing weight.
- Simplified shipping and receiving processes for improved workflow.
- Inspected work areas for cleanliness and obstacles and removed cartons and boxes to keep work areas organized and hazard-free.
- Wrapped pallets in shrink wrap prior to loading.
- Loaded, unloaded and moved material to and from storage and production areas.
Missionary
Church Of Jesus Christ Of Latter Day Saints
Salt Lake City, UT
06.2018 - 04.2020
- Volunteered in overseas locations and in various roles.
- Proselytized people and imparted knowledge of faith using strong public speaking and one-on-one discussions.
- Was in positions of leadership helping other missionaries learn how to work, serve and teach in an effective manner.
- Managed the finances, homes and inventory of the mission.
- Trained incoming missionaries by teaching them how to have an effective schedule and how to proselyte
Insurance Agent and Licensing Teacher
Primerica
West Jordan, Utah
05.2017 - 06.2018
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Cultivated new business by offering presentations on financial well-being to individuals and groups on term and whole life insurance.
- Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Obtained underwriting approval by completing application for coverage.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Created sources for continuous client referrals within community and with businesses using extensive networking skills.
- Calculated premiums and established payment methods for sales.
- Helped over 30 people obtain their Life Insurance license
Education
No Degree - Business And Finance
Ensign College
Salt Lake City, UTHigh School Diploma -
West Jordan High School
West Jordan, UT06.2017
Skills
- Workflow planning
- Documentation and control
- Presentation design
- Bookkeeping
- Team building
- Teamwork and Collaboration
Languages
Spanish
Native or Bilingual
charity work
As well as potentially owning business I would like to have a nonprofit organization that allows me to create content for other nonprofit organizations and help give them a voice. I have interviewed several nonprofit organizations and ran a charity event that allowed me to visit and help an organization in El Salvador
Timeline
Officer Manager/Trainer
Primerica
01.2021 - Current
Warehouse Worker
Agnes And Dora
06.2020 - 08.2020
Missionary
Church Of Jesus Christ Of Latter Day Saints
06.2018 - 04.2020
Insurance Agent and Licensing Teacher
Primerica
05.2017 - 06.2018
No Degree - Business And Finance
Ensign College
High School Diploma -
West Jordan High School