F&I Manager: Drive Finance & Insurance Solutions

Morgan Group; Ermelo; On-site; ZAR 250,000 - 420,000; Full time

Job summary

Morgan Group is seeking a Finance and Insurance (F&I) Manager in Ermelo, Mpumalanga. The role focuses on delivering comprehensive financial and insurance services to customers while ensuring risk is managed and profitability is maximised.

The ideal candidate holds matric, FAIS compliance, NCA registration, and RE5, with 3–5 years of Finance and Insurance experience in the motor industry, plus strong administration, numeracy, and customer skills.

Qualifications

• Matric is required and FAIS compliance is mandatory.
• NCA registration and RE5 certificate are required.
• 3–5 years of Finance and Insurance experience in the motor industry.
• Excellent administration skills, good numeracy, communication and customer skills.

Responsibilities

• Maximise second gross profitability by qualifying clients’ needs and presenting an effective solution (VAPs and services).
• Ensure dealership is not exposed to any risk.
• Contact banks and insurance companies, obtain quotes and complete paperwork.
• Advise customers on options and products.
• Perform month-end processes.
• Be up-to-date with Class of Business and dealer platforms (Seriti).

Skills

Communication

Numeracy

Administration

Education

Matric

FAIS compliance

NCA registered

RE5 certificate

Tools

Seriti

Job description

Morgan Group is seeking a Finance and Insurance (F&I) Manager in Ermelo, Mpumalanga. The role focuses on delivering comprehensive financial and insurance services to customers while ensuring risk is managed and profitability is maximised.

The ideal candidate holds matric, FAIS compliance, NCA registration, and RE5, with 3–5 years of Finance and Insurance experience in the motor industry, plus strong administration, numeracy, and customer skills.