F&I Manager - Talent Pool

Morgan Motor Group; Bethlehem; On-site; ZAR 350,000 - 650,000; Full time

Job summary

Morgan Motor Group in Bethlehem, South Africa, seeks a Finance and Insurance (F&I) Manager to provide customers with comprehensive financial and insurance services. The role focuses on maximizing profitability by tailoring solutions from approved VAPs while mitigating risk.

You will liaise with banks and insurers, prepare quotes, and handle paperwork, with month-end processes as part of duties. Applicants must be FAIS compliant, NCA registered, and hold an RE 5 certificate, with 3–5 years’ F&I

Qualifications

• FAIS compliance and NCA regulatory knowledge.
• RE 5 certificate required.
• 3–5 years F&I experience in the motor industry.

Responsibilities

• Qualify clients' needs and present approved VAPs and services.
• Contact banks and insurers, obtain quotes, complete paperwork.
• Advise customers and ensure dealership remains risk-free.
• Contribute to month-end processes.

Skills

FAIS compliance

NCA registration

RE 5 certificate

3-5 years finance & insurance

Matric

Education

Matric

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