Morgan Upington has a vacancy for a Finance and Insurance (F&I) Manager to join the team, to provide customers with comprehensive Financial and Insurance services.
Duties & Responsibilities
The role of a F&I Manager is to maximize the second gross profitability of the dealership by qualifying the clients’ specific needs and presenting an effective solution comprising of approved VAPs and services, while ensuring that the dealership is NOT exposed to ANY RISK. Key tasks include contacting banks and insurance companies, obtaining quotes, completing necessary paperwork and advising customers. Month end processes.
Desired Experience & Qualification
Applicants must have matric, be FAIS compliant, NCA registered, and must have RE 5 certificate.
Candidates must have 3 - 5 years of Finance and Insurance experience within the Motor industry.
The successful candidates must have excellent administration skills, good numeracy, communication and customer skills.
Needs to be ‘Fit and Proper’ in terms of Experience, Qualification, Integrity.
Class of Business up to date.
Working knowledge of dealer platforms - Seriti
Start date: 1 September 2024
