Finance and Insurance Manager (Automotive Industry) - Sandton

apartmentThe Legends Agency placeJohannesburg calendar_month 
Business Overview:

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

Minimum Qualification:

  • Grade 12
  • Bachelor's 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
  1. Aftermarket Product Sales:
  • Promote extended warranties, insurance, and protection plans
  • Align offerings with customer needs
  1. Customer Financial Evaluation:
  • Review credit applications and analyze reports
  • Advise customers on improving creditworthiness
  1. Compliance and Documentation:
  • Ensure all F&I processes meet legal/regulatory standards
  • Maintain accurate records and paperwork
  1. 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 - R20,000.00 - Basic + Commission

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