F&I Manager - Talent Pool

Morgan Group; Bethlehem; On-site; ZAR 300,000 - 420,000; Full time

Job summary

Morgan Industries Limited seeks a Finance and Insurance (F&I) Manager to provide customers with comprehensive Financial and Insurance services. The role focuses on qualifying client needs, presenting approved VAPs, and advising customers while maintaining risk controls.

Banks and insurers are engaged for quotes and paperwork, with involvement in month-end processes. Ideal candidates have 3–5 years F&I experience in the motor industry, matric, FAIS compliant, NCA registered, with RE5 and strong

Qualifications

• Matric
• FAIS compliant
• NCA registered
• RE5 certificate
• 3–5 years Finance and Insurance experience in the motor industry
• Excellent administration, numeracy, communication and customer skills
• Fit and proper in terms of experience, qualification, integrity
• Class of Business up to date
• Working knowledge of dealer platforms – Seriti

Responsibilities

• Qualify clients' needs and present a tailored F&I solution
• Contact banks and insurance companies to obtain quotes
• Complete necessary paperwork and advise customers
• Maximise dealership profitability while managing risk
• Support month-end processes

Skills

FAIS compliant

NCA registered

RE5 certificate

Numeracy

Communication

Customer service

Education

Matric

RE5 / FAIS training

NCA registration training

Tools

Seriti

Job description

Finance and Insurance (F&I) Manager role, to provide customers with comprehensive Financial and Insurance services.

Duties & Responsibilities

The role of a F&I Manager is to maximize the second gross profitability of the dealership by qualifying the clients’ specific needs and presenting an effective solution comprising of approved VAPs and services, while ensuring that the dealership is NOT exposed to ANY RISK. Key tasks include contacting banks and insurance companies, obtaining quotes, completing necessary paperwork and advising customers. Month-end processes.

Desired Experience & Qualification

Applicants must have matric, be FAIS compliant, NCA registered, and must have RE 5 certificate.

Candidates must have 3 - 5 years of Finance and Insurance experience within the Motor industry.

The successful candidates must have excellent administration skills, good numeracy, communication and customer skills.

Needs to be ‘Fit and Proper’ in terms of Experience, Qualification, Integrity.

Class of Business up to date.

Working knowledge of dealer platforms - Seriti