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Finance and Insurance Sales Executive

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Staff Solutions
πŸ“ South-Africa, South-Africa
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Location South-Africa
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Posted June 14, 2026
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Commute Local Area
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Job Description

Job Description

  • Compliance oriented
  • Do contracts on Xperteck
  • Securing files digital and hard copies
  • Yearly training to stay compliant with regulations (18 cpd points per year)
  • General reports for month end
  • Do sanction screening off deals before invoicing
  • General admin duties
  • Natis documents gets to relevant banks
  • Signing off clients contracts either on site or off site
  • Follow up constantly with sales on the progress of deals as clients phones F&I to follow up in their deliveries and progress to trucks
  • Relationship building with Sales Executives
  • Support to Sales Executive
  • Complete process of finance from start to end with banks
  • Send POP to accounts and sales executives once payments on deal have been made
  • Daily banking allocations
  • Requesting settlements for clients and send them settlements once received
  • Att...

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πŸ“ Location Details

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City
South-Africa
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Country
South-Africa
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Commute
Local Area

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