Finance and Insurance Sales Executive, Soweto

Job Description

Compliance oriented

Do contracts on Xperteck

Securing files digital and hard copies

Yearly training to stay compliant with regulations (18 cpd points per year)

General reports for month end

Do sanction screening off deals before invoicing

General admin duties

Natis documents gets to relevant banks

Signing off clients contracts either on site or off site

Follow up constantly with sales on the progress of deals as clients phones F&I to follow up in their deliveries and progress to trucks

Relationship building with Sales Executives

Support to Sales Executive

Complete process of finance from start to end with banks

Send POP to accounts and sales executives once payments on deal have been made

Daily banking allocations

Requesting settlements for clients and send them settlements once received

Attend any other meetings required to attend

Requesting deposits from clients when deals are approved on behalf of Sales

Prepare letter of undertakings to banks to get payments of trucks from banks

General customer queries / assistance / requests

Type and do approval letters to clients either bank or in-house finance

Contracts for in-house clients

Requesting contracts from banks and check them and make sure they are correct

Upload files on shared drive

Request DIC invoices from invoice clerks

Send and receive Application documents to clients go through them and request outstanding info from clients

Constant follow up on banks for feedback

Credit reports motivation

Assisting F&l Manager with all other duties that may arise

Minimum Requirements

NOF Level 4 Financial Qualification -Full F&I Qualification

NCR Accreditation RE5 Representative Accreditation

Minimum 5 years experience in similar role

Read and Write in English and Afrikaans

Code 8 licence

Personal Attributes

Team player

Confident and proactive approach - anticipates issues and requirements

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