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South Africa: Finance & Insurance Manager – Western Cape, Paarden Eiland

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Job Description

Duties include Arrange vehicle finance and insurance for customers, explaining products, value-adds, and extended warranties in detail. Process financing and leasing deals with accuracy, ensuring prompt bank finance approvals. Secure and finalise contracts, ensuring all documentation is correctly completed and signed. Ensure all vehicles are delivered and paid for by the respective banks within the agreed timeframe. Stay up to date with regulations affecting vehicle financing and ensure compliance with FAIS , FSCA , and NCA Sell approved add-on products (warranties, service plans, insurance products) to maximise dealership gross profit. Build and maintain strong relationships with financial institutions and insurance companies. Conduct credit checks, affordability assessments, and ensure all transactions meet legal and financial standards. Prepare and submit finance applications to banks, tracking progress and ensuring approvals are obtained efficiently. Train and guide sales staff on finance and insurance procedures, promoting F&I products effectively. Monitor and report on F&I performance metrics, including penetration rates and profit margins. Handle customer queries and concerns, providing expert advice on finance and insurance options. Build and maintain customer relationships by ensuring the highest level of customer care. Requirements: Minimum of 3-5 years experience as a Finance and Insurance (F&I) Manager within the motor dealership environment . Strong knowledge of vehicle brands and dealership operations (e.g., Chery, Suzuki, Haval ). NQF 4 FAIS Qualification , RE Accreditation , and NCA Accreditation (legislative requirements). Proven ability to consistently achieve and exceed sales and finance targets . Excellent understanding of F&I products , finance structuring, and compliance requirements. Ability to work under pressure , handling high volumes of deals per month with precision. Exceptional communication, negotiation, and customer relationship skills . High level of integrity and professionalism , with a clear criminal and credit record . Grade 12 / Matric qualification (relevant tertiary qualifications will be an advantage). Valid South African Drivers License . Strong administrative skills, with attention to detail and accuracy in contract processing. Tech-savvy with experience using dealer management systems (DMS) and digital finance platforms. Automotive experience. If your current experience and skillsets tick majority of the job specification boxes, then: Apply directly now Send your CV to
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