Candidates

Account Executive - Commercial (Brokerage)

Our client, a large broker, is looking for a commercial account executive to manage a portfolio of commercial accounts.

Recruiter: Carole Craggs

Responsibilities

Manage portfolio of Accounts, Includes; Client Renewals, Preparation, Pre Renewals, Post Renewals, Renewal Presentations, Upselling/Growth of existing business, Credit Control/liaison with Accounts Department, Claims liaison with Clients and Insurers
New Business, Includes Setting of Revenue goals and Cross selling
Technical Input: Complex Claims, Policy Wordings, Portfolio Structures
FAIS Compliance: Preparation and Maintenance of material required for Audits and Liaison with the Compliance Officer

Requirements

Solid broking experience as a commercial accounts executive

RE and minimum 120 FAIS credits

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Technical Underwriting Administrator - Brokerage R360 000

Our client, a large broker, is looking for a technical underwriting administrator to service their commercial clients.

Recruiter : Carole Craggs

Responsibilities

A workable knowledge of all relevant systems and procedure (claims and underwriting) for all Insurers
Underwriting / New Business quotations and activations
Endorsement / Amendments on existing policies
Renewals (monthly/annually)
Processing corrective action based on claims history
Credit control (monthly/annually)
Contacting client for required information
Requesting quotations from the various Insurers
Preparing summary of existing cover/excesses/premiums vs. quotations
Submitting quotations to client
Obtaining information to activate cover
Activating cover with Insurers

Requirements

RE exam

120 FAIS credits minimum

Solid experience in commercial underwriting for a brokerage

Experience underwriting with all major insurers preferred

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Healthcare Consultant - R360 000

Our client, a large player in the healthcare industry, is looking for an account manager to service individual and corporate clients in terms of their medical scheme and gap cover products. Visits to clients will be required.

Recruiter: Carole Craggs

Responsibilities

Deliver professional service
Build strong relationship in order to retain clients and grow revenue
Draft technical reports
Prepare presentations and communications
Solve client issues

Requirements
  • Relevant or part of 3 year qualification
  • RE essential
  • Licensed to provide advice for short term personal lines and health benefits
  • 2 years health care administration experience
  • Solid knowledge of medical aid and gap cover
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Healthcare Administrator - R360 000

Our client, a large player in the healthcare industry, is looking for an administrator to service individual and corporate clients in terms of their medical scheme and gap cover products.

Recruiter: Carole Craggs

Responsibilities

Deliver professional service
Build strong relationship in order to retain clients and grow revenue
Draft technical reports
Prepare presentations and communications
Solve client issues

Requirements
  • Relevant or part of 3 year qualification
  • RE essential
  • Licensed to provide advice for short term personal lines and health benefits
  • 2 years health care administration experience
  • Solid knowledge of medical aid and gap cover
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Sales Consultant - Edenvale - Salary - R6850 + commission

Benefits - Medical Aid, Pension & Provident Fund (50/50 contribution)

Recruiter : Nomthandazo Tshuma

Responsibilities

The Sales consultant will sell motor comprehensive insurance and will up-sell tracking devices and household cover and ensure that targets are met as set out in the consultant remuneration and commission structure document.

Requirements
  • Grade 12 / Matric 
  • 2 years’ experience in an outbound telesales call centre selling motor insurance
  • Ability to read, understand and speak Afrikaans                                            
  • FAIS Compliant (please specify amount of FAIS credits)
  • Strong Formal Sales Training/Understanding
  • Must have RE Qualification
  • Preference will be given to candidates that have completed the full FAIS qualification
  • Computer literate – MS Word, Excel, Outlook and CRM experience/knowledge
  • DOFA date – NB! First date of registration as a representative of an FSP (Financial Services Provider)
  • Clear criminal record
  • Ability to work late and weekend shifts
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Qualified Mechanic: Automotive - Johannesburg, Cape Town and Durban - R440 000 negotiable plus company car

An automotive manufacturer is looking for mechanics with at least NQF5 or N5 qualifications to provide technical support to their dealers.

Recruiter : Carole Craggs

Responsibilities

- Provide dealer network with technical support across various models
- Ensure clients are satisfied with service levels
- Prepare and submit feedback reports and statistics
- Assist dealers with technical and customer queries
- Assist service team with customer complaint resolution
- Dealer and fleet visits and inspections

Requirements
  • NQF 5 (240 credits) or Qualified Technician + N5
  • Working experience as a qualified automotive technician;
  • Diagnostic fault finding and electrical/electronic fault tracing & repair would be an advantage;
  • Relevant experience in the technical and retail environment of the motor industry would be an advantage;
  • Fully computer literate including literacy in MS Office & Outlook;
  • Report writing skills are a requirement;
  • Will be required to travel.
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Financial Adviser - Braamfontein; Johannesburg - Commission only

Our client, a leading Financial Advisory firm seeks entrepreneurial, dynamic individuals to join the fast paced, rewarding industry of financial planning and wealth creation.

Full training, accreditation and the opportunity to build your own practice will be offered

Responsibilities

• Assist clients to orchestrate their financial freedom;
• Provide clients with professional advice and solutions;
• Ensure clients are protected for life’s unforeseen events, to reach their individual financial goals, to plan for retirement and create wealth;
• Manage and grow your portfolio of clients continually and build long term relationships.

Requirements

• A minimum matric/ grade 12 qualification or equivalent as defined by SAQA;
• A Degree or Diploma in Commerce or Law is advantageous;
• SA citizen or Permanent Resident, with a valid 13-digit ID number;
• Valid SA Drivers Licence;
• Reliable motor vehicle;
• Laptop
• No criminal record / No credit listings/No debt review/Judgements or sequestration;
• Ability to use your own network and circles of influence to obtain referrals and book daily appointments with clients
Attributes & Skills
• Self-motivated professional driven to reach targets;
• Mature, presentable and articulate;
• Strong client facing proficiency, people centric;
• Resilient

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Senior Emerging Markets Compliance Manager R650,000.00

Our client in the financial services sector is looking to employ a compliance manager who will be responsible for identifying, accessing, and managing compliance risk.

Recruiter : Misan Idlowu

Responsibilities

To establish a Compliance Framework

Design and implement standards, policies and procedures for compliance risk management that are in line with global best practice

Support, guide and educate the business and compliance specialists on compliance related matters

Develop, implement and maintain the Compliance and Surveys tool for compliance risk management in the fulfillment of its monitoring obligations, record keeping and subsequent reporting to various stakeholders

Take responsibility for all compliance and governance aspects under SAM

Development of reports, setting of reporting standards to provide accurate pertinent compliance reports

Provide guidelines for dealing with and escalation of compliance breaches

Assist the business in resolving (remedial action) compliance breaches to legislative requirements

To ensure that all the statutory reporting requirements are done on a timely basis as required in terms of the applicable legislation and/or approvals obtained

To identify all amendments to legislation, draft legislation and new legislative that impact or could impact the compliance universe

Ensure consistent interpretation and implementation of legislative requirements

Review and update the monitoring plan to include new high-risk exposure areas to enable compliance to provide assurance on the implementation of new policies and procedures regarding the new/amended legislation

clarification/interpretation of new/amended legislation if required

Maintain strong working relationships with the applicable Regulators being FSB, SARS, SARB and FIC and with other interest groups in the financial services industry

Assist GRC Specialists to respond to regulatory enquiry received, including request for information, fines imposed, and outstanding statutory returns and onsite visits

Engage with the Regulators

Interact with the Regulators regarding proposed legislative amendments

Development of a monitoring plan in consultation with Head of Compliance

Develop and obtain approval of the risk-based monitoring plan to be implemented by the Risk Committee

Monitor the effectiveness of controls to mitigate or minimize risks and to detect breaches on a timely basis

Requirements

 LLB / or other relevant postgraduate qualification in compliance and risk management

  •        Experience in emerging markets in Botswana and Namibia
  •        Pension fund experience
  •        Willing to travel

Understanding of the financial services and insurance industry essential

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Senior Distribution Compliance Manager R800,000.00

Our client in the financial services sector is looking to employ a compliance manager who will be responsible for identifying, accessing, and managing compliance risk.

Recruiter : Misan Idowu

Responsibilities

Responsibilities

To establish a Compliance Framework

Design and implement standards, policies and procedures for compliance risk management that are in line with global best practice

Support, guide and educate the business and compliance specialists on compliance related matters

Develop, implement and maintain the Compliance and Surveys tool for compliance risk management in the fulfillment of its monitoring obligations, record keeping and subsequent reporting to various stakeholders

Take responsibility for all compliance and governance aspects under SAM

Development of reports, setting of reporting standards to provide accurate pertinent compliance reports

Provide guidelines for dealing with and escalation of compliance breaches

Assist the business in resolving (remedial action) compliance breaches to legislative requirements

To ensure that all the statutory reporting requirements are done on a timely basis as required in terms of the applicable legislation and/or approvals obtained

To identify all amendments to legislation, draft legislation and new legislative that impact or could impact the compliance universe

Ensure consistent interpretation and implementation of legislative requirements

Review and update the monitoring plan to include new high-risk exposure areas to enable compliance to provide assurance on the implementation of new policies and procedures regarding the new/amended legislation

clarification/interpretation of new/amended legislation if required

Maintain strong working relationships with the applicable Regulators being FSB, SARS, SARB and FIC and with other interest groups in the financial services industry

Assist GRC Specialists to respond to regulatory enquiry received, including request for information, fines imposed, and outstanding statutory returns and onsite visits

Engage with the Regulators

Interact with the Regulators regarding proposed legislative amendments

Development of a monitoring plan in consultation with Head of Compliance

Develop and obtain approval of the risk-based monitoring plan to be implemented by the Risk Committee

Monitor the effectiveness of controls to mitigate or minimize risks and to detect breaches on a timely basis

Requirements

Qualification and experience

•             LLB / or other relevant postgraduate qualification in compliance and risk management

•             FAIS approval for Category I, 2 and  3

•             3-5 years’ experience as a compliance manager in the sales area

•             Understanding of the financial services and insurance industry essential

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Senior Investment Compliance Manager R900,000.00

Our client in the financial services sector is looking to employ a compliance manager who will be responsible for identifying, accessing, and managing compliance risk.

This role reports the Head Institutional Compliance

Recruiter : Misan Idowu

Responsibilities

To establish a Compliance Framework

Design and implement standards, policies and procedures for compliance risk management that are in line with global best practice

Support, guide and educate the business and compliance specialists on compliance related matters

Develop, implement and maintain the Compliance and Surveys tool for compliance risk management in the fulfillment of its monitoring obligations, record keeping and subsequent reporting to various stakeholders

Take responsibility for all compliance and governance aspects under SAM

Development of reports, setting of reporting standards to provide accurate pertinent compliance reports

Provide guidelines for dealing with and escalation of compliance breaches

Assist the business in resolving (remedial action) compliance breaches to legislative requirements

To ensure that all the statutory reporting requirements are done on a timely basis as required in terms of the applicable legislation and/or approvals obtained

To identify all amendments to legislation, draft legislation and new legislative that impact or could impact the compliance universe

Ensure consistent interpretation and implementation of legislative requirements

Review and update the monitoring plan to include new high-risk exposure areas to enable compliance to provide assurance on the implementation of new policies and procedures regarding the new/amended legislation

clarification/interpretation of new/amended legislation if required

Maintain strong working relationships with the applicable Regulators being FSB, SARS, SARB and FIC and with other interest groups in the financial services industry

Assist GRC Specialists to respond to regulatory enquiry received, including request for information, fines imposed, and outstanding statutory returns and onsite visits

Engage with the Regulators

Interact with the Regulators regarding proposed legislative amendments

Development of a monitoring plan in consultation with Head of Compliance

Develop and obtain approval of the risk-based monitoring plan to be implemented by the Risk Committee

Monitor the effectiveness of controls to mitigate or minimize risks and to detect breaches on a timely basis

Requirements

LLB / or other relevant postgraduate qualification in compliance and risk management

FAIS approval for Category I, 2, 2A, and 3

3-5 years’ experience as a compliance manager

Understanding of the financial services and insurance industry essential

Collective investment scheme CIS and hedge fund experience from a monitoring perspective

Submit CV here

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Responsibilities

To establish a Compliance Framework

Design and implement standards, policies and procedures for compliance risk management that are in line with global best practice

Support, guide and educate the business and compliance specialists on compliance related matters

Develop, implement and maintain the Compliance and Surveys tool for compliance risk management in the fulfillment of its monitoring obligations, record keeping and subsequent reporting to various stakeholders

Take responsibility for all compliance and governance aspects under SAM

Development of reports, setting of reporting standards to provide accurate pertinent compliance reports

Provide guidelines for dealing with and escalation of compliance breaches

Assist the business in resolving (remedial action) compliance breaches to legislative requirements

To ensure that all the statutory reporting requirements are done on a timely basis as required in terms of the applicable legislation and/or approvals obtained

To identify all amendments to legislation, draft legislation and new legislative that impact or could impact the compliance universe

Ensure consistent interpretation and implementation of legislative requirements

Review and update the monitoring plan to include new high-risk exposure areas to enable compliance to provide assurance on the implementation of new policies and procedures regarding the new/amended legislation

clarification/interpretation of new/amended legislation if required

Maintain strong working relationships with the applicable Regulators being FSB, SARS, SARB and FIC and with other interest groups in the financial services industry

Assist GRC Specialists to respond to regulatory enquiry received, including request for information, fines imposed, and outstanding statutory returns and onsite visits

Engage with the Regulators

Interact with the Regulators regarding proposed legislative amendments

Development of a monitoring plan in consultation with Head of Compliance

Develop and obtain approval of the risk-based monitoring plan to be implemented by the Risk Committee

Monitor the effectiveness of controls to mitigate or minimize risks and to detect breaches on a timely basis

Requirements

LLB / or other relevant postgraduate qualification in compliance and risk management

FAIS approval for Category I, 2, 2A, and 3

3-5 years’ experience as a compliance manager

Understanding of the financial services and insurance industry essential

Collective investment scheme CIS and hedge fund experience from a monitoring perspective

Submit CV here

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* Required

Responsibilities

To establish a Compliance Framework

Design and implement standards, policies and procedures for compliance risk management that are in line with global best practice

Support, guide and educate the business and compliance specialists on compliance related matters

Develop, implement and maintain the Compliance and Surveys tool for compliance risk management in the fulfillment of its monitoring obligations, record keeping and subsequent reporting to various stakeholders

Take responsibility for all compliance and governance aspects under SAM

Development of reports, setting of reporting standards to provide accurate pertinent compliance reports

Provide guidelines for dealing with and escalation of compliance breaches

Assist the business in resolving (remedial action) compliance breaches to legislative requirements

To ensure that all the statutory reporting requirements are done on a timely basis as required in terms of the applicable legislation and/or approvals obtained

To identify all amendments to legislation, draft legislation and new legislative that impact or could impact the compliance universe

Ensure consistent interpretation and implementation of legislative requirements

Review and update the monitoring plan to include new high-risk exposure areas to enable compliance to provide assurance on the implementation of new policies and procedures regarding the new/amended legislation

clarification/interpretation of new/amended legislation if required

Maintain strong working relationships with the applicable Regulators being FSB, SARS, SARB and FIC and with other interest groups in the financial services industry

Assist GRC Specialists to respond to regulatory enquiry received, including request for information, fines imposed, and outstanding statutory returns and onsite visits

Engage with the Regulators

Interact with the Regulators regarding proposed legislative amendments

Development of a monitoring plan in consultation with Head of Compliance

Develop and obtain approval of the risk-based monitoring plan to be implemented by the Risk Committee

Monitor the effectiveness of controls to mitigate or minimize risks and to detect breaches on a timely basis

Requirements

LLB / or other relevant postgraduate qualification in compliance and risk management

FAIS approval for Category I, 2, 2A, and 3

3-5 years’ experience as a compliance manager

Understanding of the financial services and insurance industry essential

Collective investment scheme CIS and hedge fund experience from a monitoring perspective

Submit CV here

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MS SQL Developer - Johannesburg/ Cape Town – 12 month contract

Client  is a leading digital solutions and technology services company

Recruiter : Niyati Ghandi

Requirements
  • 5-7 years’ database development experience using MS SQL
  • Create SQL objects using T-SQL, not wizards
  • Data Modelling,Data Modelling, Indexes, Replication
  • Database Design – understanding the priniciples of database design is essential
  • Understanding database administration
  • SQL code performance tuning
  • Nice to have skills in C#, Web API, AngularJS
Submit CV here

niyati@watershedconsulting.co.za

 

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Technical Business Analyst - Johannesburg and Cape Town - 12 month Contract

Client  is a leading digital solutions and technology services company

Recruiter - Niyati Ghandi

Requirements
  • Experience in working with Investment banking / asset management and mutual funds domain.
  • Collecting, understanding, and transmitting the business requirements for the project, and translating them into functional specifications / user stories and detailed test plans.
  • Analysing customers' business needs to help them identify business problems and proposing solutions.
  • Sound experience in writing BRDs and FRDs
  • Well-versed in QA Process Management and was involved in Test Strategies, Test Cases, Test Plans, and developing and executing Test Scripts, tracking defects and getting them resolved to ensure that business requirements and functional specifications are tested and fulfilled.
  • Has knowledge of PL SQL / T SQL
Submit CV here

Niyati@watershedconsulting.co.za

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Java Developer - Cape Town and Johannesburg - 12 month contracts

Client  is a leading digital solutions and technology services company

Recruiter : Niyati Gandhi

Requirements

 At least 3-5 years’ experience in Java/J2EE

·           Understanding of HTML and preferably JavaScript.

·           Understanding of JSON and XML data structures with the ability to both read and define JSON and XML schemas.

·           Ability to read and develop UML diagram artefacts including sequence diagrams, Entity Relationship diagrams and Use Cases.

·           A good understand of database design and Entity Relationship design

·           An understanding of REST and SOAP web services and the ability to define web services using both REST and SOAP

·           An understanding of running web service API tests using XML and JSON tools, SOAPUI.

·           Ability to develop test cases and scripts.

·           Ability to define and analyse non-functional requirements of systems, like capacity planning and forecasts, monitoring, event and logging management.

·           An understanding of web and application information security.

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niyati@watershedconsulting.co.za

Short Term Insurance Broker - R15 000 basic Cape Town

Our client, a large player in financial services, is looking for a short term insurance broker to sell personal lines household and motor insurance.

Recruiter : Carole Craggs

Responsibilities
  • source leads internally from the business
  • source external leads
  • meet sales budgets
  • conduct risk assessments on potential clients
  • provide quotes to clients
Requirements
  • RE exam
  • Matric
  • FAIS credits i.e. 30 if DOFA pre 2009, full qualification if DOFA post 2009
  • Must be able to work without supervision
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Team Manager - Short Term Insurance Sales - R600 000 Cape Town

Our client, a large player in the financial services industry, is looking for an experienced manager to manage a team of short term brokers

Recruiter : Carole Craggs

Responsibilities
  • Manage team of short term insurance brokers
  • Ensure targets are met
  • Ensure clients receive awesome client experiences
  • Develop and manage training plans for each team member
  • Performance management
  • Ensure team compliance to company processes and legislation
Requirements
  • Matric
  • RE5
  • FAIS credits (32 or 120 depending on DOFA)
  • 5 years short term insurance sales
  • 3 years team management
  • Must have face-to-face sales experience
  • KI an advantage
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Risk Finance Consultant - R200 000 highly negotiable

Our insurance client is looking for a Risk Finance Consultant to assist with client management, business development, financial modelling and risk management. The client deals with alternative risk transfer insurance products.

Consultant : Carole Craggs

Responsibilities
  • Maintaining and growing a portfolio of clients
  • Providing clients with excellent service
  • Competitor reserch
  • Analysing client's risk and modelling solutions
  • Preparing reports
Requirements

Finance related degree or diploma

Insurance experience or qualifications an advantage

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Technical Specialist - Automotive R600 000 negotiable

Our client, an automotive manufacturer is looking for an experienced and qualified motor mechanic with studies to NQF6/N6 level to monitor and manage the technical aspects of a automotive product line

Consultant : Carole Craggs

Responsibilities

You will be responsible for a specific model, this includes:
- Analysis of reported faults and issues experienced by clients
- Model research
- Enhance service delivery by dealers and OEM
- Compiling of reports, improve early detection and early resolution of issues
- Communicate any changes to dealer network
- Presentations to dealer network and at technical conferences
- Liaise with global company, public relations, legal dept. & customer call centre

Requirements

Minimum qualification NQF 6 (360 credits) or Qualified Technician + N6
5 years’ experience at dealer level will be an advantage.
Experience in a research environment or analysis position an advantage.
Computer experience in Microsoft Office
Advanced level of technical knowledge.
Field experience dealing with voice of the customer.

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Business Development Consultant - Short-Term Insurance - Johannesburg, Pretoria and Cape Town

Our client, one of the leaders in Short-term Insurance has positions for Business Development Consultants in their offices in Pretoria, Sandton and Cape Town

Recruiter: Carole Craggs

Description

To ensure the company’s market share for motor and household insurance is increased by applying effective sales techniques and driving sales performance.

The Business Development Consultant reports into the Business Development Manager. This role needs to ensure that individual sales budgets are met. This requires the role to engage with clients on an ongoing basis. Understand clients’ needs by conducting thorough needs analysis and educate the client in relation to their policy

 

Responsibilities

  • Improve capacity utilization (productivity)
  • Generate sales leads to meet sales budgets
  • Monitors own conversion ratio
  • Develop personal selling and underwriting skills such as closing techniques
Requirements

Qualifications:

  • Senior certificate (Grade 12)
  • Full qualification if appointed to the industry after December 2009 / 30 credits if before December 2009
  • Representative regulatory exam. Based on mandate from FSB
  • CPD qualification as required would be advantageous, but not required.
  • 2 years Personal lines short term external experience in motor and household insurance
  • Experience engaging with corporate entities and clients
  • Retain new business
  • Manage loss ratio’s on New business generated
  • Proven Lead generation skills
  • Valid drivers’ license and own reliable transport

Specific Skills:

  • Computer literate
  • Presentation skills – to groups or individuals
  • Interpersonal skills
  • Telephone etiquette
  • Business communication - verbal
  • Written communication
  • Industry and business trends and news knowledge
  • Product knowledge
  • TCF knowledge
  • Company policy and procedure knowledge
  • Underwriting knowledge
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