F&I Manager - Talent Pool

Morgan Group; Welkom; On-site; ZAR 420,000 - 640,000; 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 our motor dealership. The role focuses on qualifying client needs and presenting approved VAPs while avoiding risk.

Candidates must be Matric, FAIS compliant, NCA registered, and RE 5 certified, with 3–5 years of F&I experience in the motor industry. Strong administration, numeracy, and communication skills are essential, along with up-to-date Class

Qualifications

• Matric, FAIS compliance, NCA registration, and RE 5 certificate are required.
• 3–5 years of Finance and Insurance experience in the motor industry.
• Strong administration, numeracy, and customer communication skills.
• Must be fit and proper in terms of experience, qualification, and integrity.
• Class of Business up to date.
• Experience with dealer platforms - Seriti is preferred.

Responsibilities

• Qualify client needs and present approved VAPs and services.
• Contact banks and insurers, obtain quotes, complete paperwork.
• Advise customers on suitable financial and insurance solutions.
• Manage month-end processes and ensure risk mitigation.

Skills

Finance & Insurance experience

Administration skills

Numeracy

Communication skills

Customer service

Education

Matric

FAIS compliance

NCA registration

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