It was an event in Janine's personal life which led her to experience first-hand the importance of the financial sector in everyone's life. In this article, she tells us all about her career.
Janine is a Financial Adviser at one of Africa’s leading insurance and investment companies. She gave us a glimpse into her day-to-day life so that we could learn more about careers in the Financial Services Industry.
Her career in Financial Services came at a turning point in her life. “I had a background in sales and reached a stage in my career where I wanted to do something more meaningful and exciting,” Janine tells us.
What inspired her to get into the Finance Services Industry as an Adviser was a personal experience. Her father, a successful Financial Adviser at the time, became ill and had to undergo by-pass heart surgery. She says, “Because my father was properly insured, he was able to claim on his dread disease and his lump sum disability cover. He was unable to go back to work and thus was also able to claim for income protection which has allowed him to live comfortably, still save for his retirement and meet all his monthly expenses.”
This event in Janine’s life allowed her to experience and realise first-hand the important role that the Financial Services Industry plays and the need for everyone to be financially secure. “My family story inspired me to get into this line of work knowing that I can make a difference in someone’s life.”
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As a Financial Adviser, Janine is responsible for helping clients understand their financial circumstances and advise them how to reach their short- and long-term financial goals. Financial Advisers (also known as Financial Planners) analyse client’s personal and relevant financial information and then present recommendations on how they can address and meet any shortfalls to reach their financial needs or goals.
So what is the best part of being a financial adviser? For Janine, it is having the ability to make an impact on her clients’ financial needs. “The most satisfying thing in what I do is giving my clients peace of mind that their financial needs are taken care of. It’s doing a comprehensive analysis of their financial needs and showing them how they can meet those needs within budget.”
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So, what is the best part about being a Financial Adviser? For Janine, it is having the ability to make an impact on her clients’ financial needs. “The most satisfying thing in what I do is giving my clients peace of mind that their financial needs are taken care of. It’s about doing a comprehensive analysis of their financial needs and then showing them how they can meet those needs”.
“I often get thanked for fixing or adjusting existing policies to be in line with their needs and for making this area of their lives less complicated,” Janine tells us.
Aspiring Financial Advisors need to work hard, be dedicated and need to be passionate, Janine suggests.
“The products you sell are directly linked to people’s lives and you need to put their needs before your own.”
In addition, Janine advises aspiring Finance Professionals to prepare themselves for continuous education. “This industry changes all the time and you need to stay on top of it. Remember that nothing worth having comes easy, but if you put in the effort you’ll reap the rewards,” she says.
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You can contact Janine on 079 036 7823.
