Finance & Insurance M/F

MINIMUM REQUIREMENTS:

• Matric/Grade 12.
• Finance Diploma or Degree.
• Credit Management Qualification.
• Clean criminal record.
• Computer literacy (Office suite).
• Good verbal and written communication skills in English.
• Relevant experience within a motor dealership or banking environment.
• Meet the fit & proper requirements of the FICA and FAIS acts.

Knowledge/Experience of:

• Knowledge of the requirements of (FICA).
• Knowledge of the (NCA).
• Knowledge of the (CRA).
• Qualified in respect of (FAIS) and (FICA).
• Good verbal and written communication skills in English.
• Relationship-building and selling skills.
• Strategic planning and leadership/management skills.

Profile Request:

JOB DESCRIPTION:

• Ensure budget and sales objectives are met by selling Dealership's value-added products and supporting the sales staff.
• Maximize sales and return to Dealership to contribute to the Dealership marketing plan.
• Equip the department with the required and trained level of staff to achieve goals.
• Ensure company policy is enforced by relevant staff.
• Inform Dealer Principal and sales staff of any changes in the F&I Market and actively promoting inhouse schemes.
• Make sure that all customers are dealt with correctly in terms of FIC, FAIS, NCA and CP Acts.
• Plan, manage and conduct monthly F&I reviews with DP and Sales Managers.
• Monitor finance and insurance product sales progress and administration thereof.
• Manage the relationship between the customer and the bank / insurance provider.
• Maintain effective relationships with F&I companies, manufacturers' representatives etc.
• Ensure all administrative work is completed accurately within the required time frames.
• Ascertain there are daily follow-ups with regards to the Debtors Lists.
• Deal with customer queries / complaints in a clear and courteous manner.
• Ad hoc duties, as and when required.