F&I (Finance & Insurance) Business Manager - Rola Ford Robertson

Job Advert Summary

Are you a dedicated, proactive, and customer-focused professional with a passion for excellence? Join our Rola Ford Robertson dealership as an F&I Manager, where you’ll play a vital role in managing all aspects of vehicle finance, insurance, and aftermarket product transactions.

In this dynamic role, you’ll help drive profitability, ensure compliance, and deliver a seamless customer experience that reflects the Rola Groups core values**.** You’ll work closely with internal teams and financial partners, always keeping the customer at the heart of every decision.

We’re looking for someone who is driven, team-oriented, and committed to building lasting relationships with both customers and colleagues, someone who thrives in a fast-paced environment and takes pride in creating moments of trust and satisfaction.

Salary structure:

• Basic salary
• Commission structure
• Medical aid and provident fund benefits

Minimum Requirements

• Minimum Matric
• Qualified F&I, not working under supervision
• Professional certification is mandatory:
  • RE5 certificate
  • NCA accreditation
  • Compliance "Fit& Proper" Verification
  • FAIS123 - Min 120 credits
  • Up to date CPD hours
• Previous experience as an F&I within a dealership required (Ford advantageous)
• Language proficiency requirements due to customer base: English & Afrikaans; and/or other South African languages advantageous
• Strong understanding of financial principles, lending practices, and insurance products.
• Proficiency in using finance and insurance software systems and tools.
• Demonstrated ability to work under pressure, handle multiple tasks, and meet deadlines.
• Attention to detail and strong organisational skills to maintain accurate records

Duties and Responsibilities

• Promote Customer Loyalty: Develop and implement strategies that enhance customer enthusiasm and long-term loyalty.
• Customer Engagement: Actively listen to customers, assess their needs, and ensure satisfaction throughout the sales process.
• Sales of Value-Added Products: Drive sales of extended warranties, aftermarket products, and service plans.
• Team Training: Educate sales and service staff on financial products and services to improve product knowledge and sales effectiveness.
• Finance Facilitation: Assist customers with financing options by working with lending institutions and presenting suitable financial solutions.
• Contract Review & Credit Checks: Review contracts, perform credit checks, and submit applications to financial institutions.
• Compliance & Documentation: Ensure all paperwork complies with government regulations and maintain accurate digital records.
• Reporting: Prepare daily reports on unit sales, gross profit, and F&I performance metrics.
• Relationship Management: Maintain professional relationships with internal departments, vendors, manufacturers, and financial institutions.
• Data Privacy & Quality: Safeguard customer information and ensure data quality meets required standards.