Financial And Insurance Manager

Merand Corbett & Associates; Stellenbosch; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A finance and insurance consultancy in Stellenbosch is seeking an experienced candidate to manage finance and insurance transactions. Responsibilities include expert guidance to customers and ensuring compliance with regulatory standards. Ideal applicants should have Grade 12, RE5 certification, and strong analytical skills. The role offers a dynamic environment and opportunities for growth.

Benefits

Opportunities for growth

Professional development support

Qualifications

• Grade 12 and RE5 Regulatory Exam required.
• NCA knowledge and Class of Business understanding essential.
• Up-to-date CPD points necessary.

Responsibilities

• Manage administrative and contractual aspects of finance and insurance transactions.
• Provide expert finance guidance to customers.
• Ensure compliance with NCA, FAIS, and FICA acts.

Skills

Analytical thinking

Decision-making

Planning & organizing

Persuading & influencing

Education

Grade 12

RE5 Regulatory Exam

Financial degree or studying toward one

Tools

Signio platform

CDK invoicing

Salesforce

Job description

Key Responsibilities

Manage all administrative and contractual aspects of finance and insurance transactions. Provide expert F&I guidance to new, existing, and prospective customers. Keep up to date with finance, insurance products, and relevant legislation. Identify individual customer financial and insurance needs and recommend appropriate products. Ensure accurate completion of finance and insurance application forms. Authorize and release approved transactions (cash and financed). Ensure all bank and insurance company requirements are fulfilled. Maintain professional relationships with banks, insurance providers, and other value-added product suppliers. Consult and advise customers on finance and insurance products. Review Natis documents for trade-ins and ensure compliance with F&I retention programs. Ensure compliance with NCA, FAIS, and FICA acts. Complete daily progress reports on second gross sales and review monthly statistics. Follow up on transactions and ensure prompt payment after vehicle delivery. Perform any additional tasks reasonably expected as part of the role.

Requirements

Education & Certification: Grade 12, RE5 Regulatory Exam, NCA knowledge, Class of Business understanding, financial degree or studying toward one, up-to-date CPD points.

Behavioural Competencies: Analytical thinking, coping with pressure, decision-making, planning & organising, persuading & influencing, following procedures.

Technical Competencies: Signio platform, risk analysis, CDK invoicing, financial acumen, DFS warranty invoicing, knowledge of NCA, FAIS, FIC, Class of Business, dealership value-added products.

Systems Knowledge: Beeswax, Salesforce, ability to quickly learn and adapt to new JLR systems.

• ONLY SHORTLISTED CANDIDATES WILL BE CONTACTED