Financial And Insurance Manager

Merandcorbett; Stellenbosch; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading automotive dealership in South Africa is seeking a proactive Financial and Insurance Manager to ensure compliance with financial regulations and enhance profit through vehicle finance and value-added product sales. The ideal candidate will provide professional guidance, manage transactions, and maintain relationships with financial partners. Applicants should have a Grade 12 qualification and relevant financial certifications.

Qualifications

• Grade 12 and relevant financial qualifications required.
• Must pass RE5 Regulatory Exam and have up-to-date CPD points.
• Understanding of NCA, FAIS, and FICA regulations is essential.

Responsibilities

• Manage all aspects of finance and insurance transactions.
• Provide expert guidance to customers on finance and insurance products.
• Ensure compliance with financial legislation.

Skills

Analytical thinking

Decision-making

Risk analysis

Financial acumen

Education

Grade 12

RE5 Regulatory Exam

Financial degree or studying toward one

Tools

Signio platform

Salesforce

CDK invoicing

Job description

Our client is looking for a proactive and detail-oriented Financial and Insurance Manager to ensure dealership compliance with FAIS & FIC regulations and to maximise second gross profit through vehicle finance and the sale of approved value-added products.

The ideal candidate will provide professional finance and insurance advice, manage transactions efficiently, and maintain strong relationships with financial and insurance partners.

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.
• Prepare 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