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Finance and Insurance Manager

The Talent Room

South Africa · On-site Full-time 3mo ago

About the role

Key Responsibilities:

  • Structure and arrange vehicle finance deals for customers
  • Present and explain finance and insurance options clearly and professionally
  • Submit finance applications to banks and financial institutions
  • Negotiate approvals and interest rates with financiers
  • Ensure compliance with FAIS, FICA, and dealership policies
  • Sell value-added products (service plans, warranties, insurance, tracking devices)
  • Maintain accurate records of all financial transactions and documentation
  • Ensure all contracts are correctly completed and submitted timeously
  • Build and maintain strong relationships with banks and insurance providers
  • Support the sales team in closing deals efficiently
  • Monitor and achieve monthly targets and profitability objectives
  • Handle customer queries and resolve finance-related issues

Minimum Requirements:

  • Minimum 2–3 years’ experience as an F&I Business Manager in a dealership environment
  • Valid FAIS accreditation (NCA compliant)
  • RE5 certification (essential)
  • Proven track record of achieving F&I targets (40-60 units per month)
  • Strong knowledge of finance and insurance products in the motor industry
  • Proficient in dealership management systems and MS Office
  • Valid driver’s licence

Please note only candidates that meet the minimum requirements will be considered.

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Facebook: The Talent Room Instagram: tr.talent.room LinkedIn: The Talent Room – Recruitment Solutions website: www.thetalent.co.za

Skills

MS Office

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