F&I Manager - Talent Pool

Morgan Motor Group; Lydenburg; On-site; ZAR 360,000 - 520,000; Full time

Job summary

Morgan Motor Group in Lydenburg, MP South Africa, seeks a Finance and Insurance (F&I) Manager to provide customers with comprehensive Financial and Insurance services. You will qualify clients’ needs, present VAPs and services, arrange quotes with banks/insurers, handle paperwork, and support month-end processes, while ensuring the dealership remains risk-free.

The ideal candidate has matric, FAIS, NCA, RE5, 3–5 years F&I in the motor sector, strong administration, numeracy, and customer service

Qualifications

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

Responsibilities

• Maximise second gross profitability by qualifying clients’ needs and presenting effective F&I solutions.
• Contact banks and insurers, obtain quotes, complete paperwork and advise customers.
• Ensure dealership is not exposed to risk; manage month-end processes.

Skills

Finance & Insurance experience

Customer service

Numeracy

Administration

Education

Matric

FAIS compliant

NCA registered

RE 5 certificate

Class of Business up to date

Tools

Seriti dealer platform

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