Job Description
About the Role
We are seeking a highly skilled Finance and Insurance Sales Executive to join our team at Isando, where you will be responsible for driving sales growth and ensuring compliance with regulations.
Key Responsibilities
- Conduct contracts on Xperteck Securing files digital and hard copies
- Complete yearly training to stay compliant with regulations (18 cpd points per year)
- Prepare general reports for month end
- Sanction screening off deals before invoicing
- Perform general admin duties
- Sign Natis documents and send them to relevant banks
- Signing off clients’ contracts either on site or off site
- Follow up constantly with sales on the progress of deals as clients phone F&I to follow up in their deliveries and progress to trucks
- Relationship building with Sales Executives
- Support to Sales Executive
- Complete process of finance from start to end with banks
- Send POP to accounts and sales executives once payments on deal have been made
- Daily banking allocations
- Requesting settlements for clients and send them settlements once received
- Attend any other meetings required to attend
- Requesting deposits from clients when deals are approved on behalf of Sales
- Prepare letter of undertakings to banks to get payments of trucks from banks
- General customer queries / assistance / requests
- Type and do approval letters to clients either bank or in-house finance
- Contracts for in-house clients
- Requesting contracts from banks and check them and make sure they are correct
- Upload files on shared drive
- Send and receive Application documents to clients, go through them and request outstanding info from clients
- Constant follow up on banks for feedback
- Credit reports motivation
- Assisting F&l Manager with all other duties that may arise
Requirements
- NOF Level 4 Financial Qualification
- Full F& I Qualification
- NCR Accreditation
- RE5 Representative Accreditation
- Minimum 5 years experience in similar role
- Read and Write in English and Afrikaans
- Code 8 licence
Qualifications
- Formal education/certifications (if applicable)
Salary & Benefits
- (Not mentioned in original job description, therefore skipped)
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Admin / clerical / secretarial Jobs in Ekurhuleni
The administrative, clerical, and secretarial profession is a vital backbone to the functioning of various industries in Ekurhuleni, South Africa. Typically, these roles are found across different sectors, including finance, technology, manufacturing, and public sector organisations. The demand for skilled administrative professionals remains steady, driven by the need for efficient management and administration of day-to-day operations.
Generally, administrative assistants can expect to earn a salary range of R15 000 to R30 000 per annum, with variations depending on factors such as level of experience, company size, and industry sector. It’s essential to note that salaries can fluctuate widely, and actual figures may differ significantly from these broad estimates. Experience, qualifications, and industry-specific requirements often influence salary ranges.
Common skills required for administrative roles in Ekurhuleni include proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), experience with computer software applications such as HR management systems or accounting packages, excellent communication and interpersonal skills, strong organisational and time management abilities, attention to detail, and basic bookkeeping and accounting skills. Other valuable skills may include data entry, customer service, and analytical skills.
Administrative professionals are in high demand across various industries, including financial services sector, technology industry, manufacturing sector, and public sector organisations. These roles offer opportunities for growth and development within the organisation, as well as transferable skills that can be applied to other sectors or industries.
Career progression paths for administrative assistants typically involve taking on more responsibilities, developing additional skills, and progressing to higher-level roles such as team leader or supervisor. Opportunities for professional development may include attending workshops, training sessions, or pursuing further education in related fields. With experience and the right skills, administrative professionals can transition into leadership positions or pursue careers in human resources, project management, or other related fields.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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