Eugene Nel L Business Assurance L Offshore Advisor I Discovery

Eugene Nel L Business Assurance L Offshore Advisor I Discovery Email and Phone Number

πŸš€ Business protection: Minimize financial impact. πŸ’ΌπŸ’‘ #BizSafety @ 1.618 Advisory Services
gauteng, south africa
Eugene Nel L Business Assurance L Offshore Advisor I Discovery's Location
City of Cape Town, Western Cape, South Africa, South Africa
Eugene Nel L Business Assurance L Offshore Advisor I Discovery's Contact Details

Eugene Nel L Business Assurance L Offshore Advisor I Discovery work email

Eugene Nel L Business Assurance L Offshore Advisor I Discovery personal email

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About Eugene Nel L Business Assurance L Offshore Advisor I Discovery

Eugene Nel L Business Assurance L Offshore Advisor I Discovery is a πŸš€ Business protection: Minimize financial impact. πŸ’ΌπŸ’‘ #BizSafety at 1.618 Advisory Services. He possess expertise in wealth management, financial planning, investments, retirement planning, insurance and 19 more skills. He is proficient in Afrikaans and English.

Eugene Nel L Business Assurance L Offshore Advisor I Discovery's Current Company Details
1.618 Advisory Services

1.618 Advisory Services

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πŸš€ Business protection: Minimize financial impact. πŸ’ΌπŸ’‘ #BizSafety
gauteng, south africa
Website:
1618financialservices.co.za
Employees:
112
Eugene Nel L Business Assurance L Offshore Advisor I Discovery Work Experience Details
  • 1.618 Advisory Services
    Executive Financial Advisor
    1.618 Advisory Services Apr 2021 - Present
    Cape Town, Western Cape, South Africa
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  • Carrick Wealth
    Wealth Specialist
    Carrick Wealth Mar 2018 - Mar 2019
    Cape Town Area, South Africa
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  • Alexander Forbes
    Direct Sales Manager
    Alexander Forbes Nov 2014 - Jan 2017
    Cape Town Area, South Africa
    View
  • Liberty Group South Africa
    Area Sales Manager
    Liberty Group South Africa Sep 2013 - Sep 2014
    Cape Town Area, South Africa
    - New Business Development- Key Account Holder- Group Presentations: Financial Planning- Recruiting of Financial Advisors- Coaching and Development of Financial Advisors- Strategic Business Planning- Strategic Sales Planning
    View
  • Lifeforce Financial Services
    Broker
    Lifeforce Financial Services Dec 2009 - Aug 2013
    Financial Planning for Business Owners and Private Individuals. Full knowledge of financial services products. Dealing in the Financial Services sector giving advice to both private clients and business owners: 1) I implement financial plans for individuals and businesses, utilising knowledge of tax and investment strategies, securities, insurance and pension plans: I Interview clients to determine their assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives.2) I analyse client's financial status, develop financial plans based on analysis of data, and discuss financial options with the client.3) Preparation and submission of documents to implement plan selected by client then takes place.4) I Maintain contact with clients to revise plan based on modified needs of client or changes in investment market.5) May sell insurance and Investments to clients, recommending amount and type of coverage.
  • Discovery Holdings
    Financial Adviser
    Discovery Holdings Mar 2008 - Dec 2009
    Full knowledge of financial services products. Dealing in the Financial Services sector giving advice to both private clients and business owners: o Life Cover o Retirement Annuities o Short Term and Long Term investments o Business Assurance
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  • Old Mutual Investment Group
    Sales Manager, Old Mutual Personal Financial Advice
    Old Mutual Investment Group Mar 2003 - Mar 2008
    Responsible for effectively recruiting, managing and supervising Financial Advisors. By planning and focusing on sales targets, (individual market, SMME's as well as corporate). Giving clients and Financial Advisors advice on all aspects of financial planning. Reported directly to the Area Manager. Instrumental in making the branch profitable. Developed, as part of a team of seven, this successful Personal Financial Advice branch from scratch, (opened in 2004).Assisted in sales and marketing, staff recruitment and development, and promoting the very highest level of service. Maximized income and profits by implementing advertising and marketing campaigns whilst promoting a new and innovative range of products and services. Full knowledge of financial services products as was instrumental in on-going training of financial advisors. Monitor of training programmes for financial advisors such as product knowledge, Financial Analyses tools and salesmanship. Follow-up research concluded and improved morale.
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  • Standard Bank Group
    Financial Adviser, Standard Bank Financial Consultancy
    Standard Bank Group Mar 2001 - Mar 2003
    Full knowledge of financial services products. Dealing in the Financial Services sector giving advice to both private clients and business owners: o Life Cover o Retirement Annuities o Short Term and Long Term investments o Business Assurance
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Eugene Nel L Business Assurance L Offshore Advisor I Discovery Skills

Wealth Management Financial Planning Investments Retirement Planning Insurance Strategic Financial Planning Financial Services Financial Advisory Life Insurance Estate Planning Investment Strategies Retirement Employee Benefits Finance Financial Markets Strategy Financial Planners Investment Advisory Group Presentations On Financial Planning New Business Development Strategic Planning Strategic Sales Planning Securities Management

Eugene Nel L Business Assurance L Offshore Advisor I Discovery Education Details

Frequently Asked Questions about Eugene Nel L Business Assurance L Offshore Advisor I Discovery

What company does Eugene Nel L Business Assurance L Offshore Advisor I Discovery work for?

Eugene Nel L Business Assurance L Offshore Advisor I Discovery works for 1.618 Advisory Services

What is Eugene Nel L Business Assurance L Offshore Advisor I Discovery's role at the current company?

Eugene Nel L Business Assurance L Offshore Advisor I Discovery's current role is πŸš€ Business protection: Minimize financial impact. πŸ’ΌπŸ’‘ #BizSafety.

What is Eugene Nel L Business Assurance L Offshore Advisor I Discovery's email address?

Eugene Nel L Business Assurance L Offshore Advisor I Discovery's email address is eu****@****s.co.za

What schools did Eugene Nel L Business Assurance L Offshore Advisor I Discovery attend?

Eugene Nel L Business Assurance L Offshore Advisor I Discovery attended Milpark School Of Financial Services, University Of South Africa/universiteit Van Suid-Afrika, Moonstone Business School Of Excellence, Milpark Business School (Mbs), Milpark Business School (Mbs), Damelin, South Peninsula College, Windsor High School.

What are some of Eugene Nel L Business Assurance L Offshore Advisor I Discovery's interests?

Eugene Nel L Business Assurance L Offshore Advisor I Discovery has interest in Financial Markets And Trail Running, Financial Markets, Trail Running.

What skills is Eugene Nel L Business Assurance L Offshore Advisor I Discovery known for?

Eugene Nel L Business Assurance L Offshore Advisor I Discovery has skills like Wealth Management, Financial Planning, Investments, Retirement Planning, Insurance, Strategic Financial Planning, Financial Services, Financial Advisory, Life Insurance, Estate Planning, Investment Strategies, Retirement.

Who are Eugene Nel L Business Assurance L Offshore Advisor I Discovery's colleagues?

Eugene Nel L Business Assurance L Offshore Advisor I Discovery's colleagues are Everton Barnes, Chiovorne Ford, Amohelang Mokena, Laurence Tobin, Chris Mcguire, Boipelo Rakomane, Teboho Mokoena.

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