Finance and Insurance Manager

Accredited Resource Consulting Services (Pty) Ltd; South Africa; On-site; ZAR 200,000 - 300,000; Full time

Job summary

Join a dynamic automotive dealership in Sandton, Johannesburg as a Finance and Insurance Manager. This role involves offering finance options, managing compliance requirements, and ensuring customer satisfaction. Ideal candidates possess a strong financial background and exceptional customer service skills.

Benefits

Employer & Job Benefits available

Qualifications

• Minimum 3 years’ experience in automotive finance and insurance.
• FAIS and NCA accreditation required.
• High attention to detail and capability of managing 60+ vehicle units monthly.

Responsibilities

• Work with the sales team to offer finance options and aftermarket products.
• Review and verify credit applications and supporting documents.
• Ensure adherence to all financial and legal compliance requirements.

Skills

Negotiation

Communication

Customer Service

Education

Relevant degree or diploma in finance/business

Tools

MS Office

Dealership platforms (e.g., Signio)

Job description

Finance and Insurance Manager – Sandton, Johannesburg
Basic Salary: R25,000 + Incentives
Join a dynamic automotive dealership in Sandton, Johannesburg as a Finance and Insurance Manager. This role is ideal for someone with strong financial knowledge, exceptional customer service skills, and a background in automotive finance. If you're ready to take on a fast-paced, target-driven environment, this could be the perfect opportunity.
Key Responsibilities:
1. Financial Consultation & Sales

• Work with the sales team to offer finance options and aftermarket products.
• Present financing solutions in a clear, professional manner.
• Secure competitive financing terms from financial institutions.

2. Aftermarket Product Sales

• Sell value-added products such as extended warranties and insurance.
• Tailor product recommendations based on customer needs.

3. Customer Financial Evaluation

• Review and verify credit applications and supporting documents.
• Assess creditworthiness and advise customers on financing options.

4. Compliance & Documentation

• Ensure adherence to all financial and legal compliance requirements.
• Maintain accurate records and process documentation efficiently.

5. CRM & Verification Stages

• Conduct affordability assessments and fraud prevention checks.
• Verify financial documents, ID, and bank details.
• Follow up with clients post-sale to ensure a smooth transition.

Minimum Requirements:

• Grade 12 (Matric); a relevant degree or diploma in finance/business is preferred.
• FAIS and NCA accreditation.
• Minimum 3 years’ experience in automotive finance and insurance.
• Strong negotiation, sales, and communication skills.
• Must be proficient in MS Office and dealership platforms (e.g., Signio).
• Capable of managing 60+ vehicle units monthly.
• High attention to detail, integrity, and ability to work under pressure.

Desired Skills:

• F&I Manager
• Automotive
• Degree Finance
• NCA
• FAIS

Employer & Job Benefits:

• YES