Finance and Insurance - Paarl

The Talent Room; Paarl; On-site; ZAR 167,000 - 301,000; Full time

Job summary

The Talent Room is seeking an experienced F&I officer to manage the end-to-end finance and insurance process for vehicle sales. You will present products, prepare applications, liaise with banks, and ensure full regulatory compliance while maintaining accurate records.

The role requires strong F&I knowledge, motor industry experience, and FAIS/NCA compliance. You will work closely with the sales team to meet F&I targets and support customer inquiries throughout the delivery process.

Qualifications

• Matric/Grade 12
• F&I experience in motor industry essential
• RE5 qualification
• NCA compliance
• FAIS compliant
• CPD up to date
• Valid drivers licence
• Experience with vehicle finance applications and financial institutions
• Knowledge of vehicle finance and insurance products
• Understanding of F&I compliance and regulatory requirements
• Computer literate with good administrative skills

Responsibilities

• Manage the complete F&I process from sale to finalisation.
• Present and explain finance and insurance products to customers.
• Submit finance applications to financial institutions.
• Liaise with banks to obtain finance approvals.
• Upsell and cross-sell value-added products.
• Maintain compliant records and ensure all documentation is up to date.
• Work with sales team for a smooth transition to delivery.
• Achieve F&I targets and contribute to dealership profitability.
• Provide professional after-sales F&I support.

Skills

F&I knowledge

Regulatory compliance

Customer service

Sales skills

Bank liaison

Education

Grade 12 / Matric

Tools

F&I software

MS Office

Job 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.