Consultant: Finance & Insurance (Car Sales) Job at Avis – in Bloemfontein, Free State

Job Description

Key deliverables and outputs


Finance Process

Facilitate the arranging of finance for all branch customers

Upon receipt of sales lead, assist customer in completing the finance application form

Request FICA documentation from customer verified as per bank requirements

Upon receipts of completed application and relevant documents, capture customer information on the Fusion system within 1 hour

If deal is approved by bank, submit FICA documents for validation immediately

If deal is declined by bank, renegotiate finance with customer (e.g. larger deposit, cheaper car, less finance products, combined income, lower interest rate)

Inform customer of outcome and explain approval criteria

Inform Sales Representative of outcome

Authorize costing sheet for the Sales Representative to invoice

Deal file to be signed as all deals must be sighted by the Consultant: F&I Car Sales

All documents are filed in the Deal file and placed in storage

Ensure adherence to the POPI Act


Submit accurately completed documentation as per bank requirements to the relevant financial institution for pay out, immediately after delivery of vehicle

Obtain debtors report from Finance Department and action debtors daily and submit to Manager (E.g. Avis Car Sales arranged finance, pre-approved finance, cash)

Follow up with banks daily on pay-outs

Pursue resolution of debtors and escalate any barriers to Manager timeously

Action weeks debtors report and submit to Admin Controller every Friday by 10h00



Resolve queries within same day or escalate to Manager

Complete and submit month end report by 1st working day

Filing of FAIS / FICA documentation is maintained as per ICE standard

Manually signed warranties to be submitted to Barloworld F&I Department by 3rd working day monthly

All warranties to be incepted on the Fusion system

Sales of Second Gross Products

Market and sell the optimum range of value-added products by determining customers’ needs and informing them of the product range available as per FAIS requirements

Inform customer that comprehensive insurance quotation will be obtained externally and to expect phone call from provider, if applicable

Capture insurance lead in the Fusion system

Before closing the deal, summarise the products sold and resolve any queries as per FAIS/FICA requirements

Request outstanding original FICA documents and insurance confirmation from the customer, prior to delivery of vehicle

Inform customer of accepted methods of payment (e.g. EFT, bank cheque)

Manage and promote the F&I process within the branch

Settlements and Natis Documentation

Upon acceptance of trade-in / buy-in, contact bank and request settlement and NATIS documents immediately

Hand over bank’s settlement letter and NATIS documents to Sales Representative

Stakeholders (internal & external customers, suppliers, shareholders, communities)

Attend all daily team huddles and other team meetings as scheduled

Attend F&I meeting monthly

Attend Regional Sales team huddles and meetings as required

Build relationships with the sales team to achieve all objectives

Deliver exceptional customer service at all times to add value to the sales process



Internal and External Stakeholders

The role requires close engagement and collaboration with key internal and external stakeholders

Internal Stakeholders

Sales Representatives, Regional Car Sales Manager, Finance team

External Stakeholders

Customers, Insurance Brokers, Banks

Academic Qualifications


Appropriate NQF 4 qualification with minimum 60 FAIS credits or equivalent (if employed as F&I before Dec 2008)

Retail Insurance Qualification and/or Generic qualification per Board

Notice 105 of FSP (New F&I Business after Dec 2009)

NCA accreditation

Valid driver’s license

Work Experience

At least 5 Years’ experience in the F&I field

This job requires that the employee maintains the highest level of Honesty and Integrity as he /she will have access to company assets, cash handling and confidential record storage areas. This requires that a formal personal background check is undertaken.

In ensuring a safe working environment for all, Avis will prioritise vaccinated employees in the recruitment process.

Applications Closing Date: 30/06/2022

About Company

Company: Avis –

Company Location:  Bloemfontein, Free State

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