FNI Specialist

23/02/2026

📢Senior Finance & Insurance Manager for Premium Automotive Group group

📌Location: Somerset West, Cape Town

About the Opportunity:

Are you a dedicated, proactive, and customer-focused professional with a passion for excellence? Our client, a premium automotive brand in the Somerset West area, is seeking a senior, fully qualified Finance & Insurance (F&I) Manager to join their team. This is a dynamic role where you’ll drive profitability, ensure compliance, and deliver a seamless customer experience that reflects the brand’s core values.

Ideal Candidate Profile:

We’re seeking a professional who:

•Is driven and results-oriented, with a passion for achieving profitability while upholding compliance standards.
• Thrives in a fast-paced, collaborative environment, working seamlessly with internal teams and external partners.
•Demonstrates a customer-first mindset, creating moments of trust and satisfaction that reflect of our clients core values.
• Values lasting relationships, building strong connections with both customers and colleagues.
• Takes pride in delivering a seamless customer experience that balances operational excellence with genuine care.
Language & Technical Requirements
• Proficiency in English & Afrikaans; other South African languages advantageous.
• Strong understanding of financial principles, lending practices, and insurance products.
•Proficiency in finance and insurance systems bonus Seriti and Galaxi
•Demonstrated ability to work under pressure, multitask, and meet deadlines.
• Excellent attention to detail and organizational skills to maintain accurate records.

Duties & 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 o f 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.

Salary structure:

Basic salary
Commission structure
Medical aid and provident fund benefits

Minimum Requirements:
Matric
Qualified F&I, not working under supervision
Professional certification is mandatory
COB
RE5 certificate
NCA accreditation
Compliance "Fit& Proper" Verification
FAIS123 - Min 120 credits
Up to date CPD hours

Please send cv plus all of the above to [email protected]

18/02/2026

10/02/2026

📢We're Hiring!

Join a busy used vehicle dealership in Centurion as an FNI Assistant!

Requirements:
✔️ Matric
✔️ NCA qualification
✔️ RE preferred
Package: R12 500 + commission

📧 Send your CV to: [email protected]

If you're ready to grow your career in a fast-paced automotive environment, we want to hear from you!

06/02/2026

🌟 Now Hiring: Fully Qualified Virtual FNI 🌟
Join a big group in Gauteng and elevate your career!

✅ Requirements:
- Matric
- RE5
- COB
- NQ Level 4
- NCA
- CPD completed for the last 3 cycles

📩 Email your CV and qualifications to:

[email protected]

Take the next step with a team that values your expertise!

31/10/2025

🌟 Meet the Team Behind F&I Specialist 🌟

At F&I Specialist, we believe that innovation begins with people. Since 2005, our dynamic team has been driving excellence in Finance and Insurance solutions for the South African motor industry. With offices in Cape Town and Johannesburg, we’re proud to offer nationwide support rooted in expertise, integrity, and forward-thinking service.

👥 Get to know the passionate minds behind our mission:

🔹 Retha Lewis
With 39 years in the motor industry, Retha is a seasoned expert whose heart beats for F&I excellence. Having overseen 200+ F&I professionals as a Regional and KI Manager, she brings unmatched leadership and insight. As a qualified life and business coach, Retha empowers F&I teams to perform at their optimum ability. She’s especially proud to have pioneered the “Selling F&I” model—where one trusted professional guides the client through both vehicle sales and the full F&I process, creating a seamless and personalized experience.

🔹 Martin Lewis
Martin is a strategic thinker and problem solver with a keen eye for detail and endless knowledge of the motor trade. His ability to navigate complexity and drive operational clarity makes him an invaluable force behind F&I Specialist’s growth and innovation.

🔹 Annie Rabie
Annie blends creative spirit with grounded professionalism. With a background in regional management and a passion for empathic leadership, she brings soulful intelligence to every interaction. Annie believes in hard work, perseverance, and presenting excellence in all she does. Her end goal? Success and happiness for clients, colleagues, and the industry at large.
Together, we are F&I Specialist , young in spirit, rich in experience, and committed to reshaping the future of motor industry finance.

🚗💼 Ready to connect with a team that puts people first? Let’s drive success together

16/10/2025

🚗 Elevate Your Career in F&I – Join Our Comprehensive Training Programme!

Whether you're currently working as an F&I Assistant, aspiring to become a Finance & Insurance Business Manager, or already in the field and looking to refine your skills — this course is designed for you.
What You’ll Learn:
📘 Module 1: Foundations of F&I Excellence
- Pathway to full qualification
- The role of a top-performing Business Manager within a dealership
- Ethics and dealership protection
- Seamless handover processes
📄 Module 2: Dealership Documentation Mastery
- Understanding OTPs, invoices, and settlements
- Navigating the Natis control slide

💳 Module 3: Finance Application & Bank Processes
- Key steps before submitting finance applications
- Equity, affordability, and stability (bank scorecards)
- Reading bank podiums and converting declined deals
- ITC and bank score interpretation
- Validation and finance agreement breakdown
- Debit order dates and contract explanation
- Fixed vs linked interest rates

🏢 Module 4: Business Applications
- Legal entity types
- Required documentation
- Beneficiary declarations

📚 Module 5: Regulatory Compliance & Ethics
- NCA, FAIS, FIC, and CPA overview
- FIC reporting and compliance officer roles
- ROA, due diligence, TCF principles
- Fraud awareness and split invoicing

🛠 Module 6: Sales Techniques & Backend Optimization
- What is APU?
- Effective selling strategies
- Overcoming objections
- Packaging VAPS to boost backend
- Understanding balloon payments

🎯 Bonus Module: Personal Development
- Harnessing the power of mindset
- Language and goal-setting for success
Certification:
While this course is not INSETA accredited, assessments are conducted and certificates are awarded upon successful completion.

📞 Enrol Today!
Retha Lewis (Director)
📱 078 594 7970
📧 [email protected]

08/09/2025

🚗✨ Ready to Level Up in Automotive Finance & Insurance?
Join our After-Hours F&I Training and gain the skills to lead with integrity, confidence, and compliance.

📚 Course Highlights:
✅ Dealership Documentation & Finance Applications
✅ Business Applications for Legal Entities
✅ Regulatory Compliance (NCA, FAIS, FIC, CPA)
✅ Sales & VAPS Strategies to boost backend results
✅ Fraud Awareness & Dealership Ethics

🎓 Certificate of Completion awarded upon successful completion of all modules.
(Not INSETA-accredited, but packed with practical value!)

🗓 Dates: 27 Sept, 4 Oct, 11 Oct, 18 Oct, 25 Oct
⏰ Time: 9h00 – 12h00
💸 Cost: R2 500 per person
🔒 Secure your spot with a 50% deposit. Balance due at course end.

📞 Contact Retha to register:
📱 Cell: 078 594 7970
📧 Email: [email protected]

Spaces are limited — empower your career today!

05/09/2025

Renault Retail Group – Job Listing

Position: Finance & Insurance Manager

Level: F&I & NQP Level 4 FIAs Location: Renault Seamans Date : 15 September 2025 Valid Until: 25 Septmeber 2025

Role Overview

Renault Retail Group is seeking a dynamic and results-driven Finance & Insurance Manager to join our team at Renault Seamans. This role is pivotal in driving finance and insurance performance while ensuring regulatory compliance and delivering exceptional customer service.

Key Responsibilities

· Achieve monthly finance and insurance income targets

· Support the sales team to maximize finance and insurance income

· Ensure full compliance with FCA regulations

· Maintain accurate records and documentation

· Provide excellent customer service throughout the finance and insurance process

Ideal Candidate

· We’re looking for someone who thrives in a fast-paced retail environment, demonstrates strong leadership and communication skills, and has a deep understanding of finance and insurance products within the automotive industry.

· NCA Card

· Successful completion of the RE5 regulatory exam

· Successful completion of a finance and insurance qualification.

· At least two years motor franchise F&I experience

Application · To apply for this position, please email CVS to [email protected] by 25 September 2025

Send a message to learn more

23/07/2025

🚗 F&I Training Now available after hours!

Empowering Aspiring and Current Business Managers in the Automotive Industry, Our comprehensive training programme is designed to equip participants with the practical knowledge, ethical grounding, and sales techniques needed to thrive as Finance & Insurance (F&I) professionals. Whether you're an F&I Assistant, new to the field, or looking to sharpen your skills — this course is your gateway to success.

📚 Course Modules

MODULE ONE: Foundations of F&I

Steps to becoming fully qualified
Traits of a brilliant Business Manager
Role within the dealership, including the handover process
Ethics and protecting your dealership
MODULE TWO: Dealership Documentation

Understanding key documents: Offer to Purchase (OTP), Invoice
Settlements and their impact
NATIS control

MODULE THREE: Finance Application Mastery

Key steps before submitting finance applications
Equity, affordability, and stability (bank scorecards)
Reading bank podiums and converting declined deals
ITC and bank score interpretation
Validation process with banks
Understanding finance agreements and debit order dates
Explaining bank contracts: pre-agreement vs final agreement
Fixed vs linked interest rates

MODULE FOUR: Business Applications

Types of legal entities
Required documentation for business applications
Beneficiary declarations
MODULE FIVE: Regulatory Compliance

National Credit Act (NCA)
FAIS Act
Financial Intelligence Centre (FIC) and reporting
Role of the Compliance Officer
Consumer Protection Act (CPA)
Compliance essentials: ROA, FIC, Due Diligence, TCF
Fraud awareness and training
Split invoicing
MODULE SIX: Sales & VAPS Techniques

What is APU?
Effective selling techniques
Overcoming objections
Using packages to sell VAPS and boost backend
Understanding balloon payments
📝 Certification & Accreditation

While this course is not INSETA accredited, participants will complete assessments throughout the programme. A Certificate of Completion is awarded upon successful completion of all modules and tests.

🌙 After-Hours Option Available!

Can’t attend during working hours? We now offer a flexible after-hours course to accommodate your schedule.

📞 For dates, costs, and registration, contact Retha:
📧 [email protected]
📱 078 594 7970

28/05/2025

Special for June!!!😎
Enroll in the month of June and only pay R2,500.

Want to become a qualified F&I🤓
Join our training program today✨

Our program is tailored for F&I Assistants, high school graduates aspiring to become F&Is, and current professionals seeking to enhance their skills.

About Us:
F&I Specialist, established in 2005, is a forward-thinking company offering comprehensive Finance and Insurance (F&I) solutions to the South African Motor Industry. Our Director, Retha Lewis, has trained over 300 F&Is, transforming them from novices to award-winning professionals. With a career starting in 1983, Retha is also a qualified Business Coach, passionate about turning F&Is into Deal Makers while ensuring full compliance.

Modules Include:
1. How to become a fully qualified F&I
2. Understanding Dealership Documents
3. Finance Application Process
4. Legal Entities and Business Applications
5. Compliance and Fraud Training
6. Selling Techniques and Personal Development
Certification: While not INSETA accredited, tests are conducted, and certification is issued upon successful completion.
Cost: R2,500
Contact: Retha Lewis
☎️ 078 594 7970
📧 [email protected]

03/04/2025

Want to become a qualified F&I🤓

Join our training program today✨

Our program is tailored for F&I Assistants, high school graduates aspiring to become F&Is, and current professionals seeking to enhance their skills.

About Us:

F&I Specialist, established in 2005, is a forward-thinking company offering comprehensive Finance and Insurance (F&I) solutions to the South African Motor Industry. Our Director, Retha Lewis, has trained over 300 F&Is, transforming them from novices to award-winning professionals. With a career starting in 1983, Retha is also a qualified Business Coach, passionate about turning F&Is into Deal Makers while ensuring full compliance.

Modules Include:
1. How to become a fully qualified F&I
2. Understanding Dealership Documents
3. Finance Application Process
4. Legal Entities and Business Applications
5. Compliance and Fraud Training
6. Selling Techniques and Personal Development

Certification: While not INSETA accredited, tests are conducted, and certification is issued upon successful completion.

Cost: R3500
Contact: Retha Lewis
☎️ 078 594 7970
📧 [email protected]