Job Description
- 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 2–3 years of F&I experience at a motor dealership
- RE5 Certificate
- All CPD points are up to date and compliant
- Valid driver’s 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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