Josef Mory

Business Development Executive

Longueuil, Quebec, Canada30 yrs 6 mos experience

Highly Stable

Key Highlights

Proven track record in building long-term client relationships.
Expertise in sales and marketing within financial services.
Strong leadership skills with a focus on training and development.

Stackforce AI infers this person is a Financial Services professional with expertise in Sales and Marketing.

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Skills

Other Skills

Public SpeakingTraining & DevelopmentMarketing StrategyInsuranceCustomer ServiceBrokersMarketing CommunicationsNew Business DevelopmentStrategic PlanningMarketingTeam LeadershipDisability InsuranceAccount ManagementSales & Marketing LeadershipSales Presentations

About

A dynamic, energetic, and dedicated person with strong interpersonal skills, creative problem-solving instincts and a results-oriented, bottom-line approach to business with access to a large network of professionals, supported by solid experience in sales and marketing in financial services. Always listening and committed to clients by building strong longterm relationships and provide excellent standards of service and client satisfaction. •Goal oriented, •Passionate about life, •Creative & Adventuresome Spirit, •In search of excellence •Constant thirst for knowledge,

Experience

Freelance

Financial Security Advisor

Dec 2020 – Present · 5 yrs 3 mos · Longueuil, Quebec, Canada

Provide assistance and protection for:
Immigrants
Visitors
Students
Small and Medium Business

Tugo insurance

Business Development

Jun 2008 – Dec 2020 · 12 yrs 6 mos · Quebec, Canada

Create long-term, trusting relationships with clients,
Oversee a portfolio of assigned accounts,
Develop new business from existing brokers through Coaching, Mentoring and Marketing Strategies,
Actively seek new sales opportunities through Conferences, Networking Groups, and Seminars.

Manulife

Marketing Manager Corporate Accounts

Oct 2004 – Aug 2008 · 3 yrs 10 mos · Greater Montreal Metropolitan Area

Developed and maintained relationships with Managing General Agents (MGA) distribution channel.
Business growth through training, seminars and broker acquisition.

Rothenberg capital management inc.

Financial Counselor

Jan 1996 – Jan 2003 · 7 yrs · Westmount, Quebec Canada

Protecting senior client assets through various investments and insurance products.

London life

Financial Security Advisor

Jan 1994 – Jan 1996 · 2 yrs · Greater Montreal Metropolitan Area

Developed client base through referrals and networking in the General Sales Division (GSD).
Following through with appropriate recommendations using insurance products.