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
Insurance sales
Hazard Identification
Workplace inspections
Safety audits
Hand tool safety
Electrical Safety
Safety policies
Personal Protective Equipment
Incident Reporting
Hazardous Materials Handling
Noise control
Slip, Trip, and Fall Prevention
Site Visits
Workplace Safety
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