Finance & Insurance Consultant

Fempower Personnel; Durban; On-site; ZAR 300 000 - 450 000; Full time

Job summary

A leading dealership in Durban is seeking a Finance & Insurance Consultant to enhance revenue through finance and insurance sales. The ideal candidate will hold a BCom degree, have 5+ years of relevant experience, and possess strong customer service skills. The role involves managing financial risks, ensuring compliance, and building relationships with clients and stakeholders.

Qualifications

• FAIS Compliant (RE 5 & Class of Business advantageous).
• 5+ years’ experience in finance, insurance, or contract administration.

Responsibilities

• Manage financial & risk aspects and ensure compliance.
• Provide exceptional customer service and handle queries.
• Sell finance & insurance products effectively.

Skills

Financial Management

Customer Service

Sales

Analytical Skills

Communication

Education

BCom Degree or equivalent

Tools

MS Office

Job description

A leading dealership , is looking for a Finance & Insurance (F&I) Consultant to maximise dealership revenue through vehicle finance, insurance sales, and contract administration . This role requires a strong financial background, FAIS compliance, and a passion for delivering exceptional customer service .

Qualifications and Experience :

• BCom Degree or equivalent (with Accounting as a core subject, preferred)
• FAIS Compliant (RE 5 & Class of Business advantageous)
• 5+ years’ experience in finance, insurance, asset financing, credit evaluation, debt collection, or contract administration
• Advanced MS Office skills (Excel, Word, Outlook, PowerPoint)

Key Responsibilities :

• Financial & Risk Management – Strong knowledge of credit risk, financing, and insurance policies
• Customer Service & Relationship Management – Ability to handle customer queries professionally and ensure transparency in transactions
• Sales & Negotiation – Proven experience in selling finance & insurance products
• Analytical & Attention to Detail – Strong ability to process contracts & financial data accurately
• Regulatory Compliance Knowledge – Understanding of FAIS, FICA, RMCP, POPIA, CTR & STR reporting
• Time Management & Multi-Tasking – Ability to work in a fast-paced dealership environment
• Strong Communication & Teamwork – Building relationships with Dealer Principals, Sales Managers, and Finance Companies