Finance and Insurance Consultant - Supertech, Pinetown

  • Pinetown
  • Salary: Market Related
  • Job Type: Contract
  • Posted by Supertech on Saturday, May 18, 2019
  • Reference: copy-1413002
  • Apply before Wednesday, July 17, 2019 - 30 Days left

Vacancy Details

Employer: Supertech

Sell approved finance and insurance products:

  • Keep up to date with all relevant finance and insurance products.
  • Identify indivisual customer financial and insurance needs.
  • Offer specialized finance and insurance products to new customers at a profitable second gross profit rate.
  • Ensure accurate completion of finance and insurance application form.

Ensure final check and dealer internal delivery requirements have been adhered to:

  • Give final release to each and every approved transaction (cash & financed)
  • Ensure all conditions and requirements from either bank or insurance company has been fulfilled.
  • Ensure that all deposits or cash has been paid.

Manage the relationship between the customer and the bank/insurance provider:

  • Establish and maintain good professional and effective relationships with banks;insurance and other providers
  • Consult and advise customers on Finance and Insurance products available.
  • Accurately and thoroughly complete and forward all applications to banks and insurance providers.

Comply to statutory requirements:

  • Ensure the dealership complies wih all requirements as se out by the NCA,FAIS and FICA acts.
  • To ensure that any person acting on behalf of the dealership or a representative of any other provider do so in accordance to the fit and proper requirements as set out in the acts.
  • Ensure that the dealership comply to all compliance arrangements, record keeping and auditing requirements as prescribed in the acts.

Monitor Finance and Insurance product sales progress:

  • Update daily progress report of second gross sales on DOC (daily operating control)
  • Review basic monthly statistics of market penetration at banks and insurance providers.

Administration of Finance  and insurance data:

  • Compile and submit files with required documentation to financial institutions.
  • Ensure that all transactions are followed up and paid out as soon as possible after delivery.


  • Carry out any general tasks as requested by superiors

Candidate Requirements

  • Senior Certificate (Grade 12)
  • Knowledge of the National Credit Act - (NCA).
  • knowledge of the Credit Regulatory Act - (CRA).
  • Knowledge of the Financial Advisory and Intermediate Service Act- (FAIS).
  • Knowledge of the requirements of Financial Intelligence Centre Act - (FICA).
  • Computer Litrate (Ofice Suite).
  • Motor dealership industry or banking environment work experience.
  • Drivers License.

This position reports to: Dealer Principal and Group F & I Manager Apply before Wednesday, July 17, 2019 - 30 Days left Companies may expire jobs at their own discretion. If you have not received a response within two weeks, your application was most likely unsuccessful.
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