Finance & Insurance (F&I) Manager – Commercial Dealer - George

SUMMARY:
Our client, a well-established commercial motor dealership in George, is looking for an experienced and results-driven Finance & Insurance (F&I) Manager to join their team.

The successful candidate will be responsible for managing the full F&I process, ensuring that customers receive professional and compliant financial and insurance solutions while maximising finance penetration and value-added product opportunities.

POSITION INFO:
Description: Manage the complete F&I process from vehicle sale through to final delivery. Arrange and negotiate vehicle finance with various financial institutions. Prepare and submit finance applications and supporting documentation. Liaise with banks, financial institutions and insurance providers. Present and explain finance and insurance products to customers in a professional and transparent manner. Offer and sell value-added products, including warranties, service and maintenance plans, insurance and other approved products. Ensure all F&I documentation is accurate, complete and compliant. Ensure all transactions comply with FAIS, NCA, FICA, POPIA and relevant dealership and financial-services regulations . Maintain accurate records and ensure all regulatory and compliance requirements are met. Manage customer queries and provide professional after-sales support where required. Work closely with the Sales Manager and sales team to maximise finance and insurance opportunities. Monitor and improve finance penetration, product penetration and overall F&I performance. Maintain strong working relationships with banks, finance houses, insurers and other business partners. Keep up to date with changes in legislation, financial products, lender requirements and industry practices. Ensure all required CPD and regulatory requirements remain current . Meet agreed monthly F&I targets and dealership performance objectives. Requirements: Previous experience as an F&I Manager within a motor dealership is essential. Proven experience handling the full F&I process within a commercial/vehicle dealership environment . Strong knowledge of vehicle finance, insurance and value-added products. RE5 completed and valid , where applicable to the representative role. The FSCA identifies RE5 as the regulatory examination for representatives across FSP categories. NCA knowledge and compliance experience . Appropriate FAIS-recognised qualification . CPD points fully up to date and able to provide proof of compliance. Relevant F&I/dealership experience meeting the applicable FAIS fit-and-proper requirements . Knowledge of FAIS, NCA and FICA requirements . Valid driver's licence. Matric/Grade 12. Clear understanding of dealership F&I compliance procedures. Strong computer literacy and administrative skills. Excellent communication and negotiation skills. Strong sales and customer-service ability. Professional presentation and the ability to build trust with customers. Ability to work under pressure and meet monthly targets. Please note only candidates that meet the minimum requirements will be considered. Please follow our website and social media channels to be the first to know when our clients have new vacancies! Instagram: LinkedIn: website: