Key responsibilities for this role include writing and submitting finance and insurance applications, liaising with lenders and insurers to secure approvals, structuring deals in line with customer requirements, maintaining compliance with finance/insurance regulations, educating customers on finance options, supporting the sales team, maintaining accurate records and documentation, and finding solutions to challenges.
The Role
* Write finance and insurance applications
* Liaise with lenders and insurers
* Structure deals according to customer needs
* Maintain finance/insurance regulations compliance
* Educate customers on finance options
* Support the sales team
* Maintain accurate records and documentation
In addition, you will think creatively to find solutions to challenges and help clients get approved.
About You
* Positive attitude, strong customer focus, and drive to succeed
* Previous experience and lender accreditations preferred but open to training the right person
* Experience in automotive finance, lending, or insurance a plus
* Proven customer service or sales background
* Able to explain financial products clearly and confidently
* High attention to detail and organisational skills
* Open-minded and willing to learn
* Strong interpersonal skills and a team-first attitude
Requirements
* Bachelor's degree in finance or related field
* Professional certifications or licenses as required by law
* Excellent communication and interpersonal skills
* Able to work under pressure and meet deadlines
* Organisational skills and ability to multitask
Benefits
* Opportunity to grow and develop within the company
* Competitive salary and benefits package
* Chance to make a real impact and contribute to the company's success
What We Offer
We offer a dynamic and supportive work environment, opportunities for growth and development, and a competitive salary and benefits package. If you are a motivated and results-driven individual who is passionate about finance and customer service, we encourage you to apply for this exciting opportunity.