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Finance and Insurance Business Consultant

Desired Experience & Qualification Responsibilities: Reporting to the Branch Manager you will be responsible for: Marketing and selling the optimum range of value added products Facilitate the arranging of finance for all branch customers. Manage and promote the F&I process within the branch. Building relationships with the sales team to achieve all objectives. Deliver at all times exceptional customer service to add value to the sales process Knowledge. FAIS and FICA Compliancy General financial knowledge, APU, APL Understand, interpret performance reports Relevant legislation knowledge. Knowledge of products and services related to the branch. Technical knowledge of all business processes and tasks related to the branch. (functional Bank mandate expertise) Knowledge of bank mandate agreement Value Creation philosophy, techniques. Trends in the insurance and motor industry Competencies. Matric Appropriate NQF 4 qualification with minimum 60 FAIS credits or equivalent (if employed as F&I before Dec 2008) Retail Insurance Qualification and/or Generic qualification per Board. Unendorsed driver’s license. Concern for legal compliance and maintain integrity of system. Knowledge of finance, insurance and safety & security products. Skills Good communication. Ability to negotiate on all levels Time Management. Only successful candidates will be contacted.

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