Finance & Insurance (F&I) Manager â George

The Talent Room; George; On-site; ZAR 240,000 - 360,000; Full time

Job summary

The Talent Room in George, Western Cape, is seeking a driven F&I Officer to manage the entire finance and insurance process for vehicle sales. You will present and explain products, prepare applications, and liaise with banks to secure approvals while ensuring all documents are accurate and compliant.

The role requires Grade 12, RE5, NCA/FIAIS compliance, and experience in vehicle finance. You will upsell value-added products, maintain stakeholder relationships, stay updated on regulatory

Qualifications

• Grade 12 / Matric is required and RE5 qualification is essential.
• FAIS/NCA compliance knowledge and CPD up to date.
• Previous F&I experience within the motor industry is essential.
• Valid drivers licence and ability to work with finance applications.

Responsibilities

• Manage the complete F&I process from vehicle sale to finalisation.
• Present and explain vehicle finance and insurance products to customers.
• Prepare and submit finance applications to 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.
• 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.

Skills

F&I experience

Vehicle finance applications

Regulatory knowledge

Administrative skills

Computer literacy

Education

Grade 12 / Matric

RE5 qualification

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.