Vehicle Finance & Insurance Specialist

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

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