Finance and Insurance Manager

Key Performance area

Sell approved finance and insurance products:

• Keep up to date with all relevant finance and insurance products.


• Identify individual customer financial and insurance needs.


• Offer specialized finance and insurance products to new customers at a profitable second gross profit rate.


• Ensure accurate completion of finance and insurance application form.

Ensure final check and dealer internal delivery requirements have been adhered to:

• Give final release of each and every approved transaction (cash and financed).


• Ensure all conditions and requirements from either bank or insurance company has been fulfilled


• Ensure that all deposits or cash has been paid.


• Ensure that release note has been issued for financed deals.

Manage the relationship between the customer and the bank / insurance provi...