Trainee: Finance & Insurance
Listed on 2026-10-07
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Finance & Banking
Financial Sales, Banking & Finance, Finance Assistant, Financial Analyst
TRAINEE: FINANCE & INSURANCE (12-MONTH FIXED-TERM CONTRACT | MOTUS RETAIL)
Are you looking to launch your career in Finance & Insurance within the automotive retail industry?
Motus Retail is looking for a motivated, customer-focused and commercially minded Trainee:
Finance & Insurance to join our dealership network on a 12-month fixed-term contract.
This is an exciting opportunity for a graduate or suitably qualified individual to gain practical, hands-on experience in the Finance & Insurance environment while learning from experienced F&I professionals.
The successful candidate will be required to participate in relevant workplace learning and development activities during the 12-month contract.
Trainees will be exposed to the full F&I process, including vehicle finance applications, customer engagement, value-added products, administration, compliance and deal processing.
This 12-month opportunity offers the successful candidate the chance to gain valuable practical experience, develop industry-specific knowledge and build a strong foundation for a career in Finance & Insurance within Motus Retail.
JOB PURPOSE
The Trainee:
Finance & Insurance will support the F&I team in managing finance and insurance processes relating to vehicle sales while gaining practical knowledge and experience of the F&I environment.
The role will provide structured workplace learning and exposure to finance and insurance products, customer service, regulatory requirements, dealership processes and relationships with finance houses and insurance providers.
The successful candidate will be expected to develop the knowledge, skills and competencies required to progress towards a career in Finance & Insurance.
KEY RESPONSIBILITIES
Finance & Insurance Support
- Assist with the preparation and submission of finance applications.
- Learn and develop an understanding of vehicle finance structures and finance house requirements.
- Gain exposure to finance and insurance products and value-added products (VAPs).
- Develop an understanding of how F&I products contribute to dealership profitability.
Customer Experience
- Assist with providing customers with a professional and welcoming F&I experience.
- Develop strong customer service and relationship-management skills.
- Maintain confidentiality and professionalism when dealing with customer information.
Compliance & Governance
- Develop an understanding of the regulatory environment applicable to F&I within the automotive retail industry.
- Gain exposure to the requirements of:
- National Credit Act (NCA)
- Financial Advisory and Intermediary Services (FAIS) Act
- Financial Intelligence Centre Act (FICA)
- Protection of Personal Information Act (POPIA)
- Consumer Protection Act (CPA)
- Treating Customers Fairly (TCF) principles
- OEM standards and dealership policies
- Assist with maintaining accurate and complete customer and deal documentation.
- Complete all required training and development activities during the 12-month programme.
Administration
- Assist with preparing finance and insurance documentation accurately and timeously.
- Maintain accurate records and filing systems.
- Perform general administrative duties relating to the F&I function.
Relationship Management
Develop positive working relationships with:
- Customers
- Sales Executives
- Sales Managers
- Dealer Principal
- Finance and insurance providers
- Finance houses and banks
- Other dealership support functions
MINIMUM REQUIREMENTS
- South African citizen.
- Grade 12 (Matric) or equivalent.
- Tertiary qualification in Finance, Accounting, Management Accounting or a related field.
- Valid South African driver's licence.
- Computer literate, with good working knowledge of Microsoft Office.
- Strong numerical and analytical ability.
- Good written and verbal communication skills.
- Strong administrative and organisational skills.
- High level of attention to detail and accuracy.
- Strong willingness to learn and develop.
- Ability to work effectively in a fast-paced, target-driven environment.
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