Finance and Insurance Marketer

Produce high quality work by adhering to predefined standards and procedures and in accordance with compliance and governance standards.

Work with enhanced processes and procedures to maintain operational efficiencies.

Deliver work in an accurate manner to ensure consistent results.

Draw on knowledge and experience to identify and develop solutions that leads to improved service delivery and quality

Adhere to quality standards, turnaround times and Company policies and procedures.

Complete relevant administration, reporting and updating of information accurately and on time.

Receives system application approval and collates various customer documents for validation, conclusions and submission of deal.

Identifies options to get approval on declined deals and communicates outcome with customer.

Notifies dealer of agreed package as sold for invoicing.

Generates system contracts, gets customer signature and submits for pay-out.

Conducts follow-up with customer to ensure all terms and conditions of the contract are met and all relevant supporting documents are obtained.

Forwards approved transaction, via system, for pay-out to dealer once deal is processed, and follows up to ensure that the vehicle is registered in the relevant bank's name.

Identifies potential risks or fraud and flags as per standard procedures.

Generates daily, weekly and monthly sales reports from system, and presents to dealers and relevant parties on dealer sales progress.

Remains aware of and shares market intelligence as picked up through relationships and other forms of information sharing, and advises Sales Manager of trends.

Builds and maintains appropriate dealer relationships in support of an exceptional customer experience and the building of Business reputation.

Updates all systems and administration as per standard policies, procedures and legislative requirements.

Maximises new business opportunities with dealers, bankers and direct customers, through securing financing of assets, selling value added products and relationship building in order to grow profitability and market share for the Product House.

Receives financing applications directly through various platforms, or follows customer leads from dealers, identifies customer financing needs and captures customer information on the system.

Sends applications to various banks for approval and discusses outcomes with customer for appropriate selection and payment of the deal whilst ensuring Business is best represented to maximise conversion rate.

Negotiates rates as per determined guidelines for the deal, to maximise profitability and to treat customer fairly.

Identifies opportunities to sell value added products to fit customer needs, and updates system and contract as agreed with customer.

Grade 12 / Matric (Essential)

RE5 Certification (Essential)

FAIS-compliant qualification (NQF5 in Short Term Insurance or Wealth Management – depending on product line)

2–5 years’ experience in

Finance & Insurance marketing

Automotive dealership finance

Insurance sales (short‑term or life)

Financial product marketing

Strong mathematical and finance skills

Excellent written and verbal communication skills to explain complex programs to buyers

Knowledge of financial compliance requirements

Analytical and problem-solving…