Specialist: Finance and Insurance

1 week ago

Cape Town, Western Cape, South Africa Motus Full time

Job Description: Are you an F&I specialist looking to SHIFT YOUR CAREER to an established and highly successful Automotive Dealership? Auto Pedigree is looking for a Specialist: Finance and Insurance with at least 3 years of motor industry experience and the relevant regulatory and legislative compliance. The successful candidate will be based at N1 City branch.

Position overall objective: This is a key role that provides support to the dealership network by providing an efficient service to customers and the dealership through vehicle finance and the sale of approved products to maximise gross profit while ensuring that all training, fit & proper, honesty and integrity requirements of FSCA (Financial Sector Conduct Authority) are upheld.

Minimum Experience

  • 3 years' experience working as a qualified F&I at a dealership

Minimum Qualification

  • Grade 12

Minimum Requirements

  • A code 08 unendorsed driver's license and own transport
  • Highly proficient in Excel with a fair knowledge of Microsoft Suite of products
  • NCA Accreditation

Meet the following FAIS fit and proper requirements:

  • Up to date CPD Hours for all cycles
  • Completed COB
  • Minimum qualification requirement as determined by DOFA
  • Completed RE 5

Important to note: successful candidate will need to be willing to work weekends and/or overtime from time to time for month end if required to do so.

Job Outputs:

To implement and monitor policies, procedures and processes that will result in:

  • maximized back end profits; compliance with legislation; and
  • Address all incidents and or report all incidents of non-compliance
  • To act as representative for financial products and services.
  • Manage all related products and services.
  • Define future requirements for operations and ensure the implementation of strategies and initiatives to effectively meet or exceed customer expectations and business objectives
  • Execute work in line with governance and compliance processes.
  • Inform and educate customers on products to ensure retention of existing customers; Increase sales revenue and increase the organization's customer base.

Competencies:

  • Communication: Able to communicate professionally at multiple levels.
  • Knowledge of the NCA & CRA
  • I.O.B exam
  • Regulatory Exam Certificate for Representatives
  • Excellent Analytical Skills.
  • Planning, monitoring, evaluation and reporting.
  • Meticulous attention to detail, personal presentation and punctuality required
  • Problem-solving
  • Time management, including the ability to respond to and resolve queries and issues in the minimum amount of time.
  • Able to work independently and under pressure.
  • Decision making
  • Must do business honestly and with integrity towards the client and the Company.
  • Objectivity
  • Assertiveness to ensure compliance
  • Attention to detail

Personal Attributes:

  • Committed
  • Professional
  • Resilient
  • Deadline driven
  • Goal orientated
  • Hardworking
  • Proactive, results-driven individual with a track record of success in area of accountability.
  • Ability to deal with colleagues in a professional, diplomatic, polite and rational manner even when
  • under pressure.
  • Customer sensitivity
  • Open to feedback: receiving constructive feedback and providing constructive feedback

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