drjobs Finance and Insurance Manager - Sandton

Finance and Insurance Manager - Sandton

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1 Vacancy
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Job Location drjobs

Johannesburg - South Africa

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

Business Overview:
An innovative automotive group offering a one-stop automotive solution transforming vehicle sales in South Africa with immersive digital experiences. The companys brands include new and used vehicles as well as specialty models.

Minimum Qualification:

  • Grade 12

  • Bachelors degree in Finance Business Administration or a related field (preferred)

  • FAIS accredited

  • NCA Accreditation (advantageous)

  • Relevant dealership certifications

Experience:

  • Minimum 3 years of experience in automotive finance and insurance

Key Skills:

  • Knowledge of financing options credit scoring and lending practices

  • Strong communication and negotiation skills

  • Customer engagement and interpersonal abilities

  • Detail-oriented deadline-driven and organized

  • Proficiency in relevant software and dealership CRM systems

  • Experience handling approximately 60 vehicle units per month

  • Transparent honest and able to work under pressure

Digital Literacy:

  • Microsoft Office (Word Excel PowerPoint)

  • Dealership platforms (e.g. Signio)

  • CRM and accounts management tools

Reporting To:

  • Dealer Principal

Role Description:
The Finance and Insurance Manager supports vehicle sales by offering finance and insurance products conducting credit evaluations ensuring compliance and delivering an exceptional customer experience.

Key Responsibilities:

  1. Financial Consultation and Sales:

    • Collaborate with sales teams to offer tailored finance options and products

    • Explain and negotiate finance terms clearly

  2. Aftermarket Product Sales:

    • Promote extended warranties insurance and protection plans

    • Align offerings with customer needs

  3. Customer Financial Evaluation:

    • Review credit applications and analyze reports

    • Advise customers on improving creditworthiness

  4. Compliance and Documentation:

    • Ensure all F&I processes meet legal/regulatory standards

    • Maintain accurate records and paperwork

  5. CRM Stages:

    • Manual Approval: Evaluate affordability verify documents

    • Vals Stage: Fraud prevention and company verification

    • Delivery Stage: Identity and bank verification

    • After Sales: Payment reminders and client check-ins

*Salary - R20000.00 - Basic Commission

Employment Type

Full Time

Company Industry

About Company

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