Tonatzi E. Gonzalez
San Diego
Summary
Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives.
Overview
7
7
years of professional experience
2
2
Certifications
Work History
Life Insurance Sales Agent
Global Financial Impact
San Diego
01.2025 - Current
- Educated clients on various investment strategies and retirement options.
- Provided ongoing support for clients during market fluctuations and economic changes.
- Monitored client portfolios to ensure that recommended investments remain in line with their goals and objectives.
- Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
Life Insurance Agent
Spektra Financial Solutions
San Diego
03.2025 - 11.2025
- Recommended appropriate coverage options based on thorough analysis of client needs.
- Educated clients on life insurance products, enhancing their ability to make informed decisions.
- Cultivated strong client relationships via clear and effective communication.
- Provided continuous support to clients by addressing policy inquiries and claims, strengthening client trust.
- Ensured compliance with industry regulations through regular policy reviews.
- Streamlined application processes through collaboration with team members, improving overall efficiency.
Behavior Technician
KYO
California
07.2024 - 01.2025
- Develop positive skills with families and clients
- Provide basic instructions to follow
- Active naturalistic play
- Data collection
- Plan executions
- Support individuals with disabilities or behavioral challenges
- Data analysis
Medical Supply Receptionist
Advanced Homecare
California
05.2023 - 08.2024
- Greeted patients upon arrival to facilitate smooth check-in process.
- Assisted patients with questions over the phone and in person.
- Conducted follow-up calls to patients to coordinate supply restocking.
- Collected payment card information from customers during sales transactions.
- Organized and prioritized voicemails, emails, and text messages for prompt responses.
- Gathered information with training skills to provide quality calls and messages to the patients and staff team.
- Entered data on multiple medical/insurance sites.
- Made copies and scans for reports.
- Sorted and delivered mail to colleagues throughout the office.
Cashier
7-Eleven
California
03.2023 - 04.2023
- Greeted customers upon entering the store.
- Scanned items for each customer purchasing and gave the correct change back if needed.
- Handled deposits for cards and money orders efficiently.
- Distributed scratch tickets, lottery tickets, and winnings to customers.
- Prepared To-Go orders for DoorDash and other delivery services.
- Replaced coffee dispensers to ensure availability for customers.
- Made sure items were in inventory or taken out of the inventory.
- Swept, mopped the store and took out trash.
- Assisted manager with extra work.
Wheelchair Attendant
PrimeFlight Aviation
California
12.2022 - 01.2023
- Escorted passengers to final destinations, ensuring timely arrivals.
- Assisted passengers from flight arrival to gate for smooth transitions.
- Handled heavy baggage for passengers, enhancing travel experience.
- Communicated over radio with the main office to assist passengers getting on or off the plane.
Busser
Noa Noa Sports Bar
Klamath Falls
02.2021 - 07.2021
- Cleared empty dishes, cups, utensils to maintain cleanliness and enhance customer experience.
- Swept and cleaned disoccupied tables to ensure a welcoming dining environment.
- Managed cash register operations and provided support to servers with food and beverage service.
- Served chips, salsa, utensils, and napkins to facilitate prompt service for incoming customers.
- Greeted customers and took beverage orders.
Hostess
Sergios' Mexican Restaurant
Klamath Falls
05.2019 - 07.2019
- Coordinated seating arrangements and managed waiting list efficiently.
- Addressed customer feedback with patience in high-volume restaurant environment.
- Processed to-go orders promptly over phone and in person.
- Answered questions about menu, times, and
Education
High School Diploma - Klamath Falls, OR
Mazama High School
Klamath Falls, OR06-2022
Skills
- Sales
- Customer communication
- Client relations
- Relationship management
- Appointment scheduling
- Bilingual
- Active Listening
- Empathy
- Patience
- Adaptability
- Time management
- Organization
- Attention to detail
- Problem solving
- Team Handling
- Collaboration
- Team collaboration
- Writing
Certification
Basic Life Support
Timeline
Life Insurance Agent
Spektra Financial Solutions
03.2025 - 11.2025
Life Insurance Sales Agent
Global Financial Impact
01.2025 - Current
Behavior Technician
KYO
07.2024 - 01.2025
Medical Supply Receptionist
Advanced Homecare
05.2023 - 08.2024
Cashier
7-Eleven
03.2023 - 04.2023
Wheelchair Attendant
PrimeFlight Aviation
12.2022 - 01.2023
Busser
Noa Noa Sports Bar
02.2021 - 07.2021
Hostess
Sergios' Mexican Restaurant
05.2019 - 07.2019
High School Diploma - Klamath Falls, OR
Mazama High School