Consultant: Finance & Insurance (Car Sales)
Babantle Experts
Mbombela, Mpumalanga
6d ago
source : findojobs-za

Requirements : MatricAppropriate NQF 4 qualification with minimum 60 FAIS credits or equivalent (if employed as F&I before Dec )Retail Insurance Qualification and / or Generic qualification per BoardNotice of FSP (New F&I Business after Dec )NCA accreditationValid drivers licenseFAIS and FICA CompliancyBroad financial knowledge (APU, APL)Well-developed understanding of relevant legislationWell-developed knowledge of products and services related to the branchTechnical knowledge of all business processes and tasks related to the branch (functional Bank mandate expertise)Responsibilities : Finance ProcessFacilitate the arranging of finance for all branch customersUpon receipt of sales lead, assist customer in completing the finance application formRequest FICA documentation from customer verified as per bank requirementsUpon receipts of completed application and relevant documents, capture customer information on the Fusion system within 1 hourIf deal is approved by bank, submit FICA documents for validation immediatelyIf deal is declined by bank, renegotiate finance with customer (e.

g. larger deposit, cheaper car, less finance products, combined income, lower interest rate)Inform customer of outcome and explain approval criteriaInform Sales Representative of outcomeAuthorize costing sheet for the Sales Representative to invoiceDeal file to be signed as all deals must be sighted by the Consultant : F&I Car SalesAll documents are filed in the Deal file and placed in storageEnsure adherence to the POPI ActAdministrationResolve queries within same day or escalate to ManagerComplete and submit month end report by 1st working dayFiling of FAIS / FICA documentation is maintained as per ICE standardManually signed warranties to be submitted to F&I Department by 3rd working day monthlyAll warranties to be incepted on the Fusion system Sales of Second Gross ProductsMarket and sell the optimum range of value-added products by determining customers needs and informing them of the product range available as per FAIS requirementsInform customer that comprehensive insurance quotation will be obtained externally and to expect phone call from provider, if applicableCapture insurance lead in the Fusion systemBefore closing the deal, summarise the products sold and resolve any queries as per FAIS / FICA requirementsRequest outstanding original FICA documents and insurance confirmation from the customer, prior to delivery of vehicleInform customer of accepted methods of payment (e.

g. EFT, bank cheque)Manage and promote the F&I process within the branch

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