F & I Business Consultant Avis Budget - Centurion


Gauteng, South Africa


Jul 12

A leading company in the Automotive Industry is looking to employ Finance & Insurance Business Consultant for one of their branch in Centurion Finance Process: Upon receipt of sales lead, assist customer in completing the finance application formRequest FICA documentation from customer as per bank requirementsUpon receipts of completed application and relevant documents, capture customer information on the Fusion system within 1 hourIf deal is approved by bank, submit FICA documents for validation immediatelyIf deal is declined by bank, renegotiate finance with customer (Range: larger deposit, cheaper car, less finance products, combined income, lower interest rate)Inform customer of outcome and explain approval criteriaInform Sales Representative of outcomeAll documents are filed in the Deal file and placed in storageSales of Second Gross Products:Inform customer of product range available as per FAIS requirementsDetermine the needs of the customer and sell products accordinglyInform customer that comprehensive insurance quotation will be obtained externally and to expect phone call from provider, if applicableCapture insurance lead in the Fusion systemBefore closing the deal, summarise the products sold and resolve any queries as per FAIS/FICA requirementsRequest outstanding original FICA documents and insurance confirmation from the customer, prior to delivery of vehicleInform customer of accepted methods of payment (Range: EFT, bank cheque)Debtors:Submit accurately completed documentation as per bank requirements to the relevant financial institution for payout, immediately after delivery of vehicleObtain debtors report from Finance Department and action debtors daily and submit to Manager (Range: Avis Car Sales arranged finance, pre-approved finance, cash)Follow up with banks daily on payoutsPursue resolution of debtors and escalate any barriers to Manager timeouslyAction weeks debtors report and submit to Admin Controller every Friday by 10h00Settlements and Natis Documentation:Upon acceptance of trade in, contact bank and request settlement and NATIS documents immediatelyHand over bank's settlement letter and NATIS documents to Sales RepresentativeAdmin:Resolve queries within same day or escalate to ManagerComplete and submit month end report by 1st working dayFiling of FAIS / FICA documentation is maintained as per ICE standardManually signed warranties to be submitted to Barloworld F&I Department by 3rd working day monthlyAll warranties to be incepted on the Fusion systemMeetings:Attend all Redline Team meetings as scheduledAttend F&I meeting monthlyAttend Regional Sales Redline meeting quarterly

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