F&i Sales Executive
5 months ago
Position: F&I Sales Executive (Automotive Industry)
Branch: Isando
Reporting Manager: F&I Accounts Manager
**Salary**: R20k -R30k + Medical Aid allowance and Provident Fund,
Travel, Cell, Fuel
NB Experienced F&I sales executive from commercial industry
Compliance oriented
Do contracts on Xperteck
Securing files digital and hard copies
Pass compliance audits monthly and quarterly by Insurance wise and Moonstone
Yearly training to stay compliant with regulations (18 cpd points per year)
General reports for month end
Do sanction screening off deals before invoicing.
General admin duties
Natis documents gets to relevant banks.
Do customer visits and site inspections for banks.
Signing of client’s contracts either on site or off site
Follow up constantly with sales on the progress of deals as clients’ phones F&I to follow up on their deliveries and progress of trucks.
Relationship building with Sales Executives
Support to Sales Executives
Complete process of finance from start to end with banks.
Send POP to accounts and sales executives once payments on deals 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
Request DIC invoices from invoice clerks
Update deals on Signio
Send and receive Application documents to clients go through them and request outstanding info from clients.
Constant follow up on banks for feedback.
Sinosure deals -approvals, contracts, credit reports
Do all other export deals except Zambia
- credit reports, approvals, approvals contracts
Assisting F&I Manager with all other duties that may arise
**Minimum Requirements**:
- NQF 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
**Personal Attributes**:
- Team player
- Confident and proactive approach -anticipates issues and requirements.
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