Finance and Insurance Manager

Key Responsibilities:

1. Financial Consultation & Sales

• Work with the sales team to offer finance options and aftermarket products.
• Present financing solutions in a clear, professional manner.
• Secure competitive financing terms from financial institutions.

1. Aftermarket Product Sales

• Sell value-added products such as extended warranties and insurance.
• Tailor product recommendations based on customer needs.

1. Customer Financial Evaluation

• Review and verify credit applications and supporting documents.
• Assess creditworthiness and advise customers on financing options.

1. Compliance & Documentation

• Ensure adherence to all financial and legal compliance requirements.
• Maintain accurate records and process documentation efficiently.

1. CRM & Verification Stages

• Conduct affordability assessments and fraud prevention checks.
• Verify financial documents, ID, and bank details.
• Follow up with clients post-sale to ensure a smooth transition.

Minimum Requirements:

• Grade 12 (Matric); a relevant degree or diploma in finance/business is preferred.
• FAIS and NCA accreditation.
• Minimum 3 years experience in automotive finance and insurance.
• Strong negotiation, sales, and communication skills.
• Must be proficient in MS Office and dealership platforms (e.g., Signio).
• Capable of managing 60+ vehicle units monthly.
• High attention to detail, integrity, and ability to work under pressure.