July 27, 2021

Finance & Insurance Officer

Purpose of the job:

The Finance & Insurance Officer supports the sales team via carrying duties & responsibilities professionally and providing high-quality service support to co-workers (Showroom).

Duties and Responsibilities:

  • Responsible for selling Finance Programs & additional insurance products at EM Dealerships.
  • Solid knowledge of all products and processes, with excellent & clear customer communication skills.
  • To work with Banks and Insurance Companies to secure the best rates in the market.
  • Targeted towards converting all potential customers to EM-supported Finance Programs to achieve the highest EM Finance penetration.
  • Ensure every customer has a clear understanding of obligations entered and deal with all customer queries with utmost clarity and courtesy.
  • Maintain accurate Daily & Monthly reports as requested by management.
  • Proactive implementation of new processes introduced at meetings and training.
  • Finalize financial transactions quickly while following legal & ethical practices.
  • Verify the accuracy of all material information on the credit process before submitting applications to banks.
  • Establish & maintain strong business relations with customers, banks, and EM dealerships.
  • Maintain confidentiality of all ZM customers’ information.
  • Understand & implement ZM policies & procedures.
  • Communicate all problems/issues to management immediately.
  • Ensure to collect all documents from the traffic department are correct and match with bank requirements.
  • Ensure and facilitate the rotation within all EM Showrooms as per management request.
    Liaise between salespeople.
  • Working discipline & prompt attendance.
  • To get the customer the best rate from the banks for finance that is in contact with EM.
  • To Insure the vehicle for customers and to get the best rates for insurance through existing contacts.


  • Technical Expertise
  • Communication and Language Skills
  • Results Orientation
  • Business Awareness
  • Customer Relation



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