F&I Manager - Talent Pool

Morgan Motor Group; Ermelo; On-site; ZAR 420,000 - 660,000; Full time

Job summary

Morgan Motor Group in Ermelo, South Africa seeks an experienced Finance and Insurance (F&I) Manager to provide customers with comprehensive financial and insurance services. The role focuses on maximizing profitability while avoiding risk, including liaising with banks and insurers and managing paperwork.

Month-end duties are part of the scope. The ideal candidate will have FAIS compliance, NCA registration, RE5, and 3–5 years in F&I within the motor industry, plus strong administration,

Qualifications

• Matric is required.
• FAIS compliance is required.
• NCA registration is required.
• RE5 certificate is required.

Responsibilities

• Qualify clients’ needs and present suitable VAPs and services.
• Contact banks and insurance companies, obtain quotes, complete paperwork.
• Advise customers and handle month-end processes.

Skills

Excellent administration

Numeracy

Communication

Customer service

Education

Matric

FAIS compliant

NCA registered

RE5 certificate

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