Summary
Overview
Work History
Education
Skills
Timeline
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Jose O. Gonzalez

799 Madison Ave Apt C, Chula Vista,CA

Summary

Sales expert prepared for leadership roles. Proven ability to drive revenue growth and enhance client relationships. Strong focus on team collaboration and achieving results. Known for adaptability, strategic planning, and effective communication. Skilled in market analysis, lead generation, and negotiation.

Overview

6
6
years of professional experience

Work History

Tax Preparer

LuGo Tax Group & Services
01.2019 - 02.2025
  • Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
  • Analyzed financial records to verify accuracy of tax returns.
  • Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
  • Increased client satisfaction by providing accurate and timely tax preparation services.

Insurance Sales Manager

Pronto Insurance Agency
06.2022 - 05.2024
  • Handled customer relations issues, enabling quick resolution, and client satisfaction.
  • Increased sales revenue by developing and implementing effective sales strategies.
  • Built long-lasting client relationships through excellent customer service and consistent followups.
  • Led a successful sales team by providing motivational coaching and performance-based incentives.
  • Developed and maintained strong relationships with clients, resulting in a high level of retention and referrals.

Education

Notary Public
San Diego, CA
06-2024

High School Diploma -

Will C. Crawford High School
San Diego, CA
06-2014

Skills

  • Organization skills
  • Document preparation
  • Income tax preparation
  • Local, state, and federal tax returns
  • Relationship building
  • Client communication
  • Client interviews
  • Data inputting

Timeline

Insurance Sales Manager

Pronto Insurance Agency
06.2022 - 05.2024

Tax Preparer

LuGo Tax Group & Services
01.2019 - 02.2025

Notary Public

High School Diploma -

Will C. Crawford High School

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Jose O. Gonzalez