Finance and Insurance - George

The Talent Room; George; On-site; ZAR 180,000 - 320,000; Full time

Job summary

The Talent Room in George, Western Cape is seeking a dedicated F&I Specialist to manage the end-to-end finance and insurance process for vehicle sales. You will present F&I products, prepare and submit applications, and liaise with banks while ensuring compliance.

Grow relationships with customers and the sales team, upsell value-added products, and help achieve F&I targets to support dealership profitability.

Qualifications

• Matric required with minimum Grade 12 and relevant F&I qualifications.
• Minimum experience in F&I within the motor industry.
• RE5, NCA qualification/compliance and FAIS compliance required.
• CPD points must be up to date.
• Valid driving license and experience with vehicle finance applications.
• Strong knowledge of F&I products and regulatory requirements.
• Computer literacy and strong admin skills.
• Only candidates meeting the minimum requirements will be considered.

Responsibilities

• Manage the complete F&I process from sale to finalisation of the deal.
• Explain vehicle finance and insurance products to customers.
• Submit finance applications to financial institutions.
• Liaise with banks to obtain approvals.
• Upsell and cross-sell value-added products.
• Ensure all documentation is accurate, compliant and up to date.
• Maintain relationships with customers, sales team, banks and stakeholders.
• Achieve F&I targets and support dealership profitability.

Skills

F&I knowledge

Regulatory compliance

Customer service

Dealership processes

Documentation accuracy

Administrative skills

Education

Grade 12 / Matric

F&I qualifications and industry certifications

RE5 qualification

NCA qualification/compliance

FAIS compliance

CPD points up to date

Valid driver's license

Job description

Description

Manage the complete F&I process from vehicle sale through to finalisation of the deal. Present and explain vehicle finance and insurance products to customers. Prepare and submit finance applications to relevant financial institutions. Liaise with banks and finance houses to obtain finance approvals. Ensure all documentation is accurate, complete and compliant. Assist customers with selecting appropriate finance and insurance products. Upsell and cross-sell relevant value-added products and services. Ensure all deals are processed efficiently and within required timeframes. Maintain strong relationships with customers, sales executives, banks and other stakeholders. Ensure all F&I documentation and processes comply with applicable regulatory and dealership requirements. Maintain accurate records and ensure all compliance documentation is up to date. Work closely with the sales team to ensure a smooth transition from vehicle sale to finance and delivery. Achieve agreed F&I targets and contribute to overall dealership profitability. Provide professional after-sales service and assist customers with any F&I-related queries. Stay up to date with changes in finance, insurance and compliance requirements.

Requirements

• Grade 12 / Matric. Previous F&I experience within the motor industry is essential.
• Relevant F&I qualifications and industry certifications.
• RE5 qualification.
• NCA qualification/compliance.
• FAIS compliant.
• CPD points must be up to date.
• Valid drivers licence.
• Previous experience working with vehicle finance applications and financial institutions.
• Strong knowledge of vehicle finance and insurance products.
• Good understanding of F&I compliance and regulatory requirements.
• Computer literate with good administrative skills.
• Please note only candidates that meet the minimum requirements will be considered.