F&I Manager - Talent Pool

Morgan Group; Lydenburg; On-site; ZAR 300,000 - 550,000; Full time

Job summary

Morgan Industries Limited is seeking a Finance and Insurance (F&I) Manager to provide customers with comprehensive financial and insurance services in a dealership setting. The role focuses on qualifying client needs, presenting VAP solutions, and maintaining risk controls while coordinating with banks and insurers.

Ideal candidates will have matric, FAIS compliance, NCA registration, RE 5 certificate, and 3–5 years F&I experience in the motor industry, with strong administration and

Qualifications

• Matric required; FAIS compliant; NCA registered; RE 5 certificate.
• Candidates must have 3–5 years of Finance and Insurance experience within the Motor industry.
• Excellent administration skills, good numeracy, communication and customer service.

Responsibilities

• Qualify clients’ needs and present an effective VAP solution.
• Contact banks and insurance companies, obtain quotes, complete paperwork.
• Advise customers and manage month-end processes.
• Ensure dealership is not exposed to risk by sound approvals.

Skills

Customer service

Numeracy

Administration

Communication

Integrity

Education

Matric

FAIS compliance

NCA registration

RE 5 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