Finance and Insurance Manager

Mototeam (Pty) Ltd; Johannesburg; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A South African dealership seeks an experienced Finance & Insurance Manager to oversee vehicle financing operations. Responsibilities include arranging finance and insurance for customers, processing deals accurately, and training sales staff on F&I procedures. The ideal candidate has 3-5 years in dealership F&I roles, strong communication skills, and knowledge of automotive brands. This role requires integrity and a proven record in achieving finance targets.

Qualifications

• 3-5 years experience as a Finance and Insurance Manager in a motor dealership.
• Strong knowledge of vehicle brands and dealership operations.
• Proven ability to achieve and exceed sales and finance targets.

Responsibilities

• Arrange vehicle finance and insurance for customers.
• Process financing and leasing deals accurately.
• Train and guide sales staff on F&I procedures.

Skills

Communication skills

Negotiation skills

Customer relationship management

Attention to detail

Ability to work under pressure

Education

Grade 12 / Matric

NQF 4 FAIS Retail or Short-Term Insurance Qualification

Tools

Dealer management systems (DMS)

Digital finance platforms

Job description

Duties include

• Arrange vehicle finance and insurance for customers, explaining products, value-adds, and extended warranties in detail.
• Process financing and leasing deals with accuracy, ensuring prompt bank finance approvals.
• Secure and finalise contracts, ensuring all documentation is correctly completed and signed.
• Ensure all vehicles are delivered and paid for by the respective banks within the agreed timeframe.
• Stay up-to-date with regulations affecting vehicle financing and ensure compliance with FAIS, FSCA, and NCA
• Sell approved add-on products (warranties, service plans, insurance products) to maximise dealership gross profit.
• Build and maintain strong relationships with financial institutions and insurance companies.
• Conduct credit checks, affordability assessments, and ensure all transactions meet legal and financial standards.
• Prepare and submit finance applications to banks, tracking progress and ensuring approvals are obtained efficiently.
• Train and guide sales staff on finance and insurance procedures, promoting F&I products effectively.
• Monitor and report on F&I performance metrics, including penetration rates and profit margins.
• Handle customer queries and concerns, providing expert advice on finance and insurance options.
• Build and maintain customer relationships by ensuring the highest level of customer care.

Requirements

• Minimum of 3-5 years experience as a Finance and Insurance (F&I) Manager within the motor dealership environment.
• Strong knowledge of vehicle brands and dealership operations (e.g., Chery, Suzuki, Haval, Jaecoo, Omoda).
• NQF 4 FAIS Retail or Short-Term Insurance Qualification with a minimum of 120 FAIS Credits, RE5 Accreditation, NCA Accreditation (Legislative requirements)
• CPD Hours up to Date for all Cycles
• COB Completed
• Proven ability to consistently achieve and exceed sales and finance targets.
• Excellent understanding of F&I products, finance structuring, and compliance requirements.
• Ability to work under pressure, handling high volumes of deals per month with precision.
• Exceptional communication, negotiation, and customer relationship skills.
• High level of integrity and professionalism, with a clear criminal and credit record.
• Grade 12 / Matric qualification (relevant tertiary qualifications will be an advantage).
• Valid South African Drivers License.
• Strong administrative skills, with attention to detail and accuracy in contract processing.
• Tech-savvy with experience using dealer management systems (DMS) and digital finance platforms Seriti.

If your current experience and skillsets tick majority of the job specification boxes, then: Apply directly now Send your CV to