F&I Manager - Talent Pool

Morgan Group; Upington; On-site; ZAR 420,000 - 620,000; Full time

Job summary

Morgan Industries Limited in Upington, Northern Cape, seeks a Finance and Insurance (F&I) Manager to provide customers with comprehensive financial and insurance services for motor sales. The role focuses on qualifying client needs and delivering compliant, profitable solutions.

You will liaise with banks and insurers, obtain quotes, handle paperwork, and support month-end processes while maintaining risk controls.

Qualifications

• Matric is required.
• FAIS compliance required.
• NCA registration required.
• RE 5 certificate required.
• 3–5 years of Finance & Insurance experience in the motor industry.

Responsibilities

• Qualify clients' needs and present approved VAPs and services to maximise profitability.
• Coordinate with banks and insurers, obtain quotes, and handle required paperwork.
• Support month-end processes and ensure risk is minimised.

Skills

FI&Insurance experience (Motor)

Administration skills

Numeracy

Communication skills

Customer service

Education

Matric

FAIS compliance

NCA registered

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