Finance and Insurance Consultant - Pinetown

Our Truck Dealership client based in Pinetown is looking to employ an experienced Finance & Insurance Consultant.

JOB REQUIREMENTS
The ideal applicant will possess the following:-
 Minimum Grade 12 or equivalent qualification.
 B Com degree or equivalent qualification which includes a proficiency in accounting as the
core subjects ideal.
 5 years’ work experience in the field of insurance, asset financing, credit evaluation, bad dept
collection and contract administration.
 Candidate must be FAIS compliant.
 Candidate must be an advanced user knowledge of MS Office (Word, Excel, Outlook and
PowerPoint).

JOB OUTPUTS
Maximize income to the dealership through vehicle finance and sales of all dealer approved
finance, value added products, and effectively manage all financial or insurance related facets of
the buying process ensuring high levels of customer satisfaction, including but not limited to:
 Marketing / Sales:
1) Management and control of Financial and Insurance income and expenditure.
2) Ensure budget and sales objectives are met.
3) Ensure that all Managers and Salespeople are well-informed of all finance facilities and
insurance options available.
4) Advise customers on finance-related issues.
5) Increase sales penetration on all F&I products.
6) Ensure compliance with the Company policies and procedures.
7) Provide marketing service support on F&I products.
8) Ensure that the company receives maximum benefit offered through the relevant F&I
rebates.

ADMINISTRATION:
) Ensure accurate processing of finance contracts.
2) Ensure accurate and timeous preparation and completion of all documentation,
bordereaux, weekly and month-end reports, and pay-out requirements.
3) Ensure that no penalties or delays are incurred due to incorrect or late return of
documentation.

 CUSTOMER SERVICE:
1) Provide high level of customer service ensuring all customer interactions are courteous
and professional.
2) Handle all customer queries with clarity and courtesy thereby ensuring customer
satisfaction.
3) Ensure that every customer has a clear understanding of obligations entered into, total
transparency.
Customer Service:
1) Provide high level of customer service ensuring all customer interactions are courteous
and professional.
2) Handle all customer queries with clarity and courtesy thereby ensuring customer
satisfaction.
3) Ensure that every customer has a clear understanding of obligations entered into, total
transparency.
4) Establish good working relations with all Dealer Principals, Sales Managers and
Salespeople, finance and insurance companies.
5) Ensure timeous contact with customers and reconfirm details a month prior to delivery to
avoid cancellations.

 COMPLIANCE
1) Upkeep of the Dealership RMCP (Risk Management Of Compliance Programme)
2) Seriti Database- uploading of client’s particulars with all the necessary FAIS, FICA and
Risk grading’s as per the RMCP.
3) Ensure that all sanctions lists together with Prominent Persons (local, Government and
Foreign) have been documented per client on the system.
4) Staying abreast of changes in FAIS legislation.
5) Reporting of CTR’s (Cash Threshold Report) and STR’s (Suspicious Transaction Report)
and the maintenance of the TCD GOAML website.
6) Keeping abreast of changes in the POPI Act

WORKING CONDITIONS
 Company's working conditions.
 The job involves intensive travelling in the normal course of business in the geographic region