Facilitate finance and insurance transactions for vehicle purchases
Present finance and insurance options clearly to customers
Submit applications to banks / finance houses and secure approvals
Ensure all documentation is compliant with regulatory and dealership policies
Maintain strong relationships with financial institutions
Track deals, submit reports, and meet monthly targets
Advise clients on value-added products (warranties, insurance, etc.)
Ensure CPD requirements and regulatory obligations are maintained
Collaborate with the sales team to ensure a smooth client experience
Maintain accurate records of all transactions and compliance documentation
Minimum Requirements :
Grade 12
Minimum 23 years of F&I experience at a motor dealership
RE5 Certificate
All CPD points are up to date and compliant
Valid drivers licence
Strong understanding of F&I legislation, NCR regulations, and dealership operations
Excellent communication, sales, and customer service skills
Proficient in digital systems used in the automotive finance process
Attributes :
Professional, ethical, and customer-focused
Goal-driven and able to meet sales and compliance targets
Organized and meticulous with administrative tasks
Team player with a proactive attitude
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Manager • Cape Town, South Africa
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