F&I Manager - Talent Pool

Morgan Motor Group; Welkom; On-site; ZAR 350,000 - 700,000; Full time

Job summary

Morgan Motor Group seeks a Finance and Insurance (F&I) Manager to provide customers with comprehensive Financial and Insurance services.

You will maximise dealership profitability by tailoring VAPs, coordinating with banks and insurers, handling quotes and paperwork, and guiding customers through the process, with month-end duties.

Qualifications

• Matric required, FAIS compliant, NCA registered, RE5 certificate.
• 3-5 years of Finance and Insurance experience in the motor industry.
• Excellent administration, numeracy, communication and customer skills.
• Fit and Proper in terms of Experience, Qualification, Integrity.
• Class of Business up to date.
• Working knowledge of dealer platforms - Seriti.

Responsibilities

• Qualify clients’ needs and present an effective F&I solution.
• Coordinate with banks and insurance companies; obtain quotes; complete paperwork.
• Advise customers on Financial and Insurance options.
• Maximise second gross profitability while mitigating risk.
• Manage month-end processes.

Skills

Administration

Numeracy

Communication

Customer service

Finance knowledge

Education

Matric

FAIS compliant

NCA registered

RE5 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