Ruann is a guy that cares about people. In fact when interviewing for a major Life Assurance company a few years back, having made it all the way to the final stage of interviews he was told that he was too nice a guy for the job! And indeed, as he said to me, ‘selling a policy is easy – it’s making sure the client gets everything due to them as quickly as possible, that’s the challenge’. And when, as happens with estates, there is a average of six to nine month delay in wrapping up the process, it’s critical to ensure clients have sufficient funds to cover themselves for this period as well as living a legacy to the family.
Ruann’s background is varied – he’s worked in the corporate world, being at one stage PEP’s youngest manager, been in the moulding business in Pietermaritzburg, and sold just about everything you can sell. But it was on moving to The Hereford Group that he really started to excel. After just two years he’s written and passed the Financial Services Board Exam (which some 70% of students fail the first time), and is well on his way to building a career in Wealth Management.
Ruann sells peace of mind. In this highly regulated industry, he is licensed to sell is Risk policies, Investments and Medical Aid Pension Funds for businesses. He’s also able to assist with Estate planning, the setting up of Trusts and the management of thereof.
At the end of the day what motivates Ruann is having his clients have that sense of relief that, should a disaster strike, everything has been taken care of. And this, in a climate where in South Africa, few make adequate preparations for retirement, is a crucial service.
When he’s not working Ruann likes to spend time with his wife, Caroline and two children Jaedyn and Levi. He also enjoys music and can play the guitar, drums and a little piano.
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