Finance and Insurance - Pretoria and Centurion

The Talent Room; Pretoria; On-site; ZAR 300,000 - 420,000; Full time

Job summary

The Talent Room is seeking a proactive F&I Specialist to manage the complete financing and insurance process from vehicle sale to finalisation. You will present and explain F&I products to customers, prepare applications and liaise with banks to obtain approvals.

You will ensure all documentation is accurate and compliant, upsell value-added products, build strong relationships with customers, sales team and lenders, and help the dealership meet F&I targets while delivering professional

Qualifications

• F&I experience within the motor industry is essential.
• RE5 qualification and NCA compliance.
• FAIS compliant; CPD points up to date.
• Valid driver's licence.
• Experience with vehicle finance applications and financial institutions.
• Strong knowledge of vehicle finance and insurance products.
• Good understanding of F&I compliance and regulatory requirements.

Responsibilities

• 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 F&I documentation and processes comply with applicable regulatory and dealership requirements.
• Maintain accurate records and ensure 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.

Skills

Finance product knowledge

Insurance product knowledge

Customer communication

Upselling

Cross-selling

Regulatory compliance

Documentation accuracy

Stakeholder management

Deal processing

Education

Matric / Grade 12

RE5 qualification

NCA compliance

FAIS compliance

CPD up-to-date

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.