F&I Manager - Talent Pool

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

Job summary

Morgan Industries Limited is seeking a Finance and Insurance (F&I) Manager to deliver comprehensive financial and insurance services to customers in the motor dealership environment.

The role requires FAIS compliance, NCA registration, and RE5 certification, along with 3-5 years of F&I experience in the motor industry. Strong admin, numeracy, communication and customer service skills are essential.

Qualifications

• FAIS compliance, NCA registration and RE5 certificate are required.
• 3-5 years Finance and Insurance experience in the motor industry is essential.
• Excellent administration, numeracy, communication and customer skills are required.
• Candidates must be fit and proper in terms of experience, qualification and integrity.
• Class of Business must be up to date.
• Working knowledge of dealer platforms – Seriti.

Responsibilities

• Maximise the second gross profitability by qualifying clients' needs and presenting suitable VAPs and services while avoiding risk.
• Contact banks and insurance companies, obtain quotes, complete paperwork and advise customers.
• Handle month-end processes.

Skills

Administration skills

Numeracy

Communication skills

Customer service

Education

Matric

FAIS compliant

NCA registered

RE5 certificate

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