F&I Manager - Talent Pool

Morgan Motor Group; Upington; On-site; ZAR 400,000 - 560,000; Full time

Job summary

Morgan Motor Group is seeking a Finance and Insurance (F&I) Manager to deliver comprehensive financial and insurance services to customers while keeping the dealership risk-free. The role requires matric, FAIS compliance, NCA registration and RE5, with 3–5 years F&I experience in the motor industry.

You will liaise with banks/insurers, prepare quotes and paperwork, and manage month-end tasks. Strong administration, numeracy and customer-service skills are essential, along with up-to-date Class

Qualifications

• Matric, FAIS compliance, NCA registration, and RE5 certificate required.
• 3–5 years of Finance and Insurance experience within the motor industry.
• Strong administrative, numeracy and customer service skills.
• Must be fit and proper in terms of experience, qualification, integrity.

Responsibilities

• Maximize dealership profit by qualifying client needs and offering approved VAPs.
• Contact banks and insurers, obtain quotes and complete paperwork.
• Advise customers and manage month-end processes.

Skills

Communication

Numeracy

Administration

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