F&I Manager: Drive Financing & Insurance Solutions

Morgan Group; Upington; On-site; ZAR 350,000 - 520,000; Full time

Job summary

Morgan Group is seeking an F&I Manager to provide customers with comprehensive Financial and Insurance services at our dealership. You will qualify clients’ needs and present effective solutions including approved VAPs while ensuring the dealership remains risk-free.

Ideal candidates have 3–5 years of Finance & Insurance experience in the motor industry, FAIS and NCA compliance, and RE5 certification. Strong administration, numeracy, and customer skills are essential.

Qualifications

• Matric mandatory.
• FAIS compliance required.
• NCA registered.
• RE5 certificate required.

Responsibilities

• Maximise second gross profitability by qualifying needs and presenting solutions.
• Contact banks and insurance companies, obtain quotes.
• Complete paperwork and advise customers.
• Month-end processes.

Skills

Customer service

Numeracy

Administration

Communication

Education

Matric

RE5 certificate

Tools

Seriti

Job description

Morgan Group is seeking an F&I Manager to provide customers with comprehensive Financial and Insurance services at our dealership. You will qualify clients’ needs and present effective solutions including approved VAPs while ensuring the dealership remains risk-free.

Ideal candidates have 3–5 years of Finance & Insurance experience in the motor industry, FAIS and NCA compliance, and RE5 certification. Strong administration, numeracy, and customer skills are essential.