F&i Sales Executive

5 months ago


Isando, South Africa Jobs 4 All Full time

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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