Open to opportunities

Ruan De Beer

@ruandebeer

Message

Client-focused insurance broker and investment planner driving tailored financial outcomes.

South Africa

Message

What I'm looking for

I seek a client-centric role advising on investments and insurance, offering growth opportunities, collaborative culture, and responsibility for portfolio outcomes.

I am a client-focused insurance broker and investment planner with hands-on experience advising on retirement planning, wealth accumulation and insurance protection.

I hold an RE5 certificate and have worked at Old Mutual, Execumed and Abrie Botha Makelaars, where I generated leads, conducted client meetings and performed periodic portfolio reviews to keep clients on track with their financial goals.

I conduct thorough financial and investment analyses, implement tax-efficient strategies, and recommend appropriate insurance and investment products aligned to individual needs and aspirations.

I build trusted relationships through clear communication, presentations and referral programmes, and have created a website to improve client-adviser communication and portfolio management.

Experience

Work history, roles, and key accomplishments

Current

Insurance and Investment Broker

Current

Abrie Botha Makelaars

Feb 2024 - Present (2 years 4 months)

Managed client portfolios and advised clients on insurance and investment opportunities to align with financial goals, fostering trusted relationships and personalised financial plans.

Portfolio Management Financial Planning Investment Analysis Risk Assessment Retirement Planning Sales

Sales Consultant

Execumed

Sep 2023 - Jan 2024 (4 months)

Generated new leads through presentations, referral programs and client meetings, conducted client financial assessments and advised on retirement planning and investment options.

Lead Generation Sales Presentation Client Meetings Retirement Planning Referral Programs

Financial Advisor

Old Mutual

Feb 2023 - Sep 2023 (7 months)

Conducted financial assessments, advised on life insurance and investments, and performed periodic reviews to keep clients on track with financial goals while implementing tax-efficient strategies.

Investment Client Relationship Management Retirement Planning

Education

Degrees, certifications, and relevant coursework

Lichtenburg High School

National Senior Certificate, General Secondary Education

Grade: Bachelor's pass

Completed National Senior Certificate (NSC) with a Bachelor's pass, providing secondary education foundations for further studies or professional certification.