Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
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Youssef Mazouzi

Ottawa,ON

Summary

Young professional with a bachelor's degree in finance from the University of Ottawa, graduating with honors. Driven by a deep passion for the corporate world, I consistently strive to demonstrate my value. I offer valuable expertise in finance and commerce, backed by a solid background. My diverse experience has honed exceptional communication and negotiation skills. Possessing a strong analytical mind, I am dedicated to efficient and responsible problem-solving. Eager to expand my knowledge, particularly in the finance industry which aligns with my true passion.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Insurance agent

TD Insurance
07.2023 - Current
  • Develop marketing strategies and promote all types of new insurance contracts or suggest additions/changes to existing ones
  • Breed productive relationships to create a pool of prospective clients from various sources by networking, cold calling, using referrals etc
  • Evaluate business or individual customers' needs and financial status and propose protection plans that meet their criteria
  • Proven working experience as an Insurance Agent or relevant experience
  • Familiarity with all types of insurance plans (automobile, fire, life, property, medical etc)

Business advisor

Desjardins
10.2022 - 04.2023
  • Identify customers needs and issues through excellent communication skills
  • Help businesses navigate through their daily needs
  • Identify financing and saving opportunities all according to the customer's best interest
  • Attend meetings in order to discuss objectives and actions to get there
  • Ability to convince the customer
  • Establish, develop and maintain positive business and customer relationships

Printing associate

Docucenter
10.2019 - 04.2020
  • Help customers with self-service machines
  • Operate the printing equipment for large volume print jobs
  • Collate the final print output for the customer
  • Manage the cash registers

Sales agent

Kognitive marketing
05.2017 - 09.2018
  • Present, promote and sell products/services using solid arguments to existing and prospective customers
  • Perform cost-benefit and needs analysis of existing/potential customers to meet their needs
  • Establish, develop and maintain positive business and customer relationships
  • Reach out to customer leads through cold calling
  • Expedite the resolution of customer problems and complaints to maximize satisfaction
  • Achieve agreed upon sales targets and outcomes within schedule
  • Coordinate sales effort with team members and other departments

Education

CFA Level 1 Certification -

CFA Institute
01-2025

Bachelor in commerce - specialised in finance

University of Ottawa
12.2020

Exchange semester - finance and management

WHU otto Beisheim School of management
05.2019

High school degree - in physics and mathematics

Groupe scolaire atlas
06.2016

Skills

  • Customer service
  • Licensed insurance agent
  • Professionalism and ethics
  • Quotes and sales
  • Industry regulations
  • Risk mitigation
  • Regulatory compliance
  • Leads prospecting
  • Operations management
  • Financial statement analysis
  • Financial management
  • Microsoft Excel
  • Excellent attention to detail
  • Statistical analysis
  • Superior time management

Certification

  • OTL License
  • Quebec damage insurance License

Languages

English
Native or Bilingual
French
Native or Bilingual
Arabic
Native or Bilingual

Timeline

Insurance agent

TD Insurance
07.2023 - Current

Business advisor

Desjardins
10.2022 - 04.2023

Printing associate

Docucenter
10.2019 - 04.2020

Sales agent

Kognitive marketing
05.2017 - 09.2018

Exchange semester - finance and management

WHU otto Beisheim School of management

High school degree - in physics and mathematics

Groupe scolaire atlas

CFA Level 1 Certification -

CFA Institute

Bachelor in commerce - specialised in finance

University of Ottawa

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Youssef Mazouzi