Finance and Insurance Manager - JHB North

The Talent Room; Gauteng; Vor Ort; ZAR 180.000 - 300.000; Vollzeit

Zusammenfassung

The Talent Room in Gauteng seeks an experienced F&I Officer to manage the full finance and insurance process from vehicle sale through to finalisation. You will present finance and insurance products to customers and liaise with banks to obtain approvals.

Key duties include preparing and submitting applications, ensuring compliance with FAIS, NCA and RE5 requirements, and delivering professional after-sales support while building strong relationships with customers and colleagues.

Qualifikationen

• Grade 12 / Matric is required.
• Prior F&I experience in the motor industry is essential.
• F&I qualifications and industry certifications are required.
• RE5 qualification is required.
• NCA qualification/compliance is required.
• FAIS compliance is required.
• CPD points must be up to date.
• Valid driver’s licence is required.
• Experience handling vehicle finance applications and dealing with financial institutions is preferred.
• Strong knowledge of vehicle finance and insurance products and regulatory requirements is expected.
• Computer literacy with good administrative skills is assumed.

Aufgaben

• 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 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.

Kenntnisse

F&I experience

Regulatory knowledge

Customer service

Sales skills

Ausbildung

Grade 12 / Matric

F&I qualifications and industry certifications

RE5

NCA

FAIS compliant

CPD points up to date

Valid driver’s licence

Jobbeschreibung

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 driver’s 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.