F&I (Finance & Insurance) Business Manager

Recruiter:

West Coast Personnel

Job Ref:

CPT000669/JA

Date posted:

Friday, October 10, 2025

Location:

Somerset West, South Africa

Salary:

Monthly

SUMMARY:
Job Description:
An exciting opportunity exists for a dedicated and customer-focused Finance & Insurance (F&I) Business Manager to join a dynamic dealership team in Somerset West. The ideal candidate will play a key role in managing all aspects of vehicle finance, insurance, and value-added product transactions while ensuring compliance and delivering an exceptional customer experience.
This position requires a proactive, detail-oriented individual who can balance operational efficiency with customer satisfaction, contributing to the dealership’s overall success and profitability.

POSITION INFO:

Key Responsibilities

Customer Engagement: Provide professional financial advice and support to customers, ensuring their needs are met throughout the sales process.
Finance Facilitation: Secure vehicle financing by liaising with financial institutions, presenting tailored financial and insurance solutions.
Sales of Value-Added Products: Promote and sell warranties, service plans, and other aftermarket products.
Compliance & Documentation: Ensure all transactions and documentation comply with NCA and FAIS regulations.
Contract Management: Review finance contracts, conduct credit checks, and submit accurate applications to financial institutions.
Reporting: Generate and maintain reports on sales performance, profitability, and F&I metrics.
Team Support: Train and assist sales staff in understanding financial products and compliance standards.
Customer Loyalty: Foster strong relationships to build trust, satisfaction, and repeat business.
Data Privacy: Maintain confidentiality and adhere to data protection standards.

Minimum Requirements

Grade 12 / National Senior Certificate
Qualified F&I with NCA exam pass
Professional certifications (mandatory):
- RE5 Certificate
- NCA Accreditation
- Fit & Proper Compliance Verification
Previous experience as an F&I Manager within a dealership environment (advantageous)
Strong understanding of financial principles, lending practices, and insurance products
Excellent communication, negotiation, and customer service skills
Proficiency with F&I software systems and financial tools
Strong organisational and time management abilities
Ability to work under pressure and meet strict deadlines

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