Finance and Insurance Sales Executive - Staff Solutions
Isando 3 hours ago Permanent Salary - Market Related
Finance and Insurance Sales Executive
Staff Solutions
Isando
Date Created : 3 hours ago
Job Type : Permanent
Salary : Market Related
- 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
- 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
- Team player
- Confident and proactive approach - anticipates issues and requirements
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