F&I Manager: Drive Auto Finance & Insurance Solutions

Morgan Group; Bethlehem; On-site; ZAR 250,000 - 400,000; Full time

Job summary

Morgan Group seeks an experienced Finance and Insurance (F&I) Manager to deliver comprehensive financial and insurance services at the dealership. You will qualify clients’ needs, present solutions, obtain quotes from banks and insurers, and complete paperwork while ensuring the dealership is not exposed to risk.

Month-end processes are part of the duties. The ideal candidate has 3–5 years FI experience in the motor industry, FAIS/NCA/RE5 qualifications, matric, and excellent administration,

Qualifications

• Matric completed with relevant financial services knowledge.
• FAIS compliance, NCA registration and RE 5 certificate are mandatory.
• 3–5 years of Finance and Insurance experience in the motor industry.
• Strong administration, numeracy and customer-service skills.
• Must be fit and proper in terms of experience and qualification, with up-to-date Class of Business; working knowledge of Seriti.

Responsibilities

• Maximise second gross profitability by qualifying client needs and offering an effective solution of approved VAPs and services.
• Contact banks and insurance companies, obtain quotes and complete required paperwork.
• Provide customers with comprehensive Financial & Insurance services while mitigating dealership risk.
• Handle month-end processes and maintain accurate records.

Skills

Administration

Numeracy

Communication

Customer service

Education

Matric

FAIS compliant

NCA registered

RE 5 certificate

Tools

Seriti

Job description

Morgan Group seeks an experienced Finance and Insurance (F&I) Manager to deliver comprehensive financial and insurance services at the dealership. You will qualify clients’ needs, present solutions, obtain quotes from banks and insurers, and complete paperwork while ensuring the dealership is not exposed to risk.

Month-end processes are part of the duties. The ideal candidate has 3–5 years FI experience in the motor industry, FAIS/NCA/RE5 qualifications, matric, and excellent administration,