F&I Manager: Auto Finance & Insurance Expert

Morgan Industries Limited; Mpumalanga; On-site; ZAR 350,000 - 650,000; Full time

Job summary

Morgan Industries Limited is seeking a Finance and Insurance (F&I) Manager to deliver comprehensive financial and insurance services to customers in the motor dealership environment.

The role requires FAIS compliance, NCA registration, and RE5 certification, along with 3-5 years of F&I experience in the motor industry. Strong admin, numeracy, communication and customer service skills are essential.

Qualifications

• FAIS compliance, NCA registration and RE5 certificate are required.
• 3-5 years Finance and Insurance experience in the motor industry is essential.
• Excellent administration, numeracy, communication and customer skills are required.
• Candidates must be fit and proper in terms of experience, qualification and integrity.
• Class of Business must be up to date.
• Working knowledge of dealer platforms – Seriti.

Responsibilities

• Maximise the second gross profitability by qualifying clients' needs and presenting suitable VAPs and services while avoiding risk.
• Contact banks and insurance companies, obtain quotes, complete paperwork and advise customers.
• Handle month-end processes.

Skills

Administration skills

Numeracy

Communication skills

Customer service

Education

Matric

FAIS compliant

NCA registered

RE5 certificate

Tools

Seriti dealer platform

Job description

Morgan Industries Limited is seeking a Finance and Insurance (F&I) Manager to deliver comprehensive financial and insurance services to customers in the motor dealership environment.

The role requires FAIS compliance, NCA registration, and RE5 certification, along with 3-5 years of F&I experience in the motor industry. Strong admin, numeracy, communication and customer service skills are essential.