Shandré Daniels
Salaried Financial Advisor
De Aar,Northern Cape
Summary
Pursuing a full-time role that presents professional challenges and leverages interpersonal skills, effective time management, and problem-solving expertise.
Overview
3
3
years of professional experience
9
9
years of post-secondary education
1
1
Certificate
Work History
Salaried Financial Advisor
Old Mutual
De Aar
01.2023 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle after retirement.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
Junior Safety Officer
QUEBAR Electrical and Civil Construction
Prieska
03.2022 - 06.2022
- Enhanced workplace safety by conducting regular inspections and identifying potential hazards.
- Supported continuous improvement efforts by participating in cross-functional teams focused on enhancing workplace safety standards.
- Maintained accurate records of safety audits, incidents, and training activities for regulatory compliance and reporting purposes.
- Liaised with external agencies such as OSHA during inspections or audits.
- Facilitated open communication between workers and supervisors regarding concerns over unsafe conditions or behaviors.
- Assisted in the development of safety policies and procedures for improved employee protection.
- Developed effective strategies for managing hazardous materials storage areas.
- Provided guidance and resources to employees to maintain safety procedures and enhance protection.
- Conducted regular safety inspections and audits to identify potential hazards and prevent accidents and injuries.
- Inspected facilities for adherence to fire, hazard, and safety guidelines.
- Communicated safety performance and progress to management and employees to provide up to date information.
Student Health and Safety Consultant
POLC Safety Advisor Pty Ltd
Cape Town
11.2021 - 02.2022
- Increased employee awareness of health and safety protocols by designing and delivering engaging presentations and workshops.
- Maintained detailed records of incidents, investigations, inspections, audits, ensuring accurate documentation was readily accessible during regulatory reviews.
- Assisted clients in achieving their health and safety goals through tailored consulting services and recommendations.
- Developed customized risk assessment templates to ensure consistency across all departments in identifying hazards.
- Revamped outdated safety policies, aligning them with current industry standards and best practices.
- Conducted routine inspections of facilities to identify potential hazards and areas for improvement, ultimately reducing workplace accidents.
- Conducted safety audits and inspections to identify workplace hazards and deficiencies.
- Provided new-employee health and safety orientations and developed materials for presentations.
Education
Bachelor of Arts - Bachelor of Arts in Disaster And Safety Management
Lyceum Correspondence College
Johannesburg, South Africa 02.2020 - 12.2023
High School Diploma -
Orion High School
De Aar 01.2007 - 12.2011
Skills
Insurance decisions
Certification
SAMTRAC - 2019
Timeline
Salaried Financial Advisor
Old Mutual
01.2023 - Current
Junior Safety Officer
QUEBAR Electrical and Civil Construction
03.2022 - 06.2022
Student Health and Safety Consultant
POLC Safety Advisor Pty Ltd
11.2021 - 02.2022
Bachelor of Arts - Bachelor of Arts in Disaster And Safety Management
Lyceum Correspondence College
02.2020 - 12.2023
SAMTRAC - 2019
07-2019
High School Diploma -
Orion High School
01.2007 - 12.2011
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