Summary
Overview
Work History
Education
Skills
Roles And Responsibilities
Personal Information
Disclaimer
Timeline
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Jolene Stopforth

Jolene Stopforth

Finance And Insurance Manager
Port Elizabeth,Eastern Cape

Summary

With extensive experience in the finance and insurance sector, I am seeking a Finance & Insurance Manager position to apply my skills in managing financial solutions, ensuring compliance with industry regulations, and optimizing client satisfaction. I bring a solid track record of achieving financial targets, providing tailored advice, and fostering strong customer relationships. My recent completion of the FETC Retail Insurance Qualification further strengthens my ability to contribute to the success of your organization. Finance professional with proven expertise in managing financial operations and insurance services. Strong focus on team collaboration, consistently meeting and exceeding targets. Skilled in risk assessment, budget management, and customer relations. Dependable and adaptable, effectively navigating changing needs and priorities. Offering solid foundation in financial principles and customer service, eager to learn and grow within finance and insurance sector. Brings ability to grasp complex financial concepts and apply analytical skills to real-world scenarios.

Overview

4
4
years of professional experience

Work History

Finance & Insurance Manager

Seamans Renault Port Elizabeth
Port Elizabeth
04.2024 - Current
  • Manage all finance and insurance functions for new and pre-owned vehicle sales, ensuring full compliance with FAIS, FICA, and other legal requirements
  • Advise clients on the best finance options and insurance solutions tailored to their needs and budget
  • Secure finance approvals and promote Value-Added Products (VAPs) to maximize dealership revenue
  • Maintain accurate documentation and complete all necessary legal paperwork in line with dealership and regulatory standards
  • Provide monthly reports to senior management on finance performance, sales, and compliance metrics
  • Foster strong relationships with financial lenders and contribute to enhancing the dealership’s market share
  • Streamlined insurance processes for increased efficiency and customer satisfaction.
  • Developed and maintained relationships with customers, lenders and other third parties.

Sales Executive

Seamans Renault Port Elizabeth
Port Elizabeth
11.2021 - 04.2024

Sales and Customer Service

  • Assist customers in selecting vehicles based on their needs, preferences, and budget.
  • Conduct detailed presentations and test drives to showcase vehicle features.
  • Build and maintain strong relationships with customers to ensure repeat business.
  • Respond to customer inquiries and provide accurate information about pricing, financing, and warranties.
  • Negotiate sales agreements to achieve favorable outcomes for both customers and the dealership.

Performance and Target Achievement

  • Meet or exceed monthly and quarterly sales targets and key performance indicators (KPIs).
  • Monitor and follow up on potential leads to convert them into sales.
  • Participate in training sessions to improve sales techniques and product knowledge.
  • Maintain the cleanliness and organization of the showroom to create a welcoming atmosphere.
  • Coordinate with the inventory team to ensure the availability of vehicles for display and delivery.
  • Delivered exceptional customer service, resulting in a high percentage of repeat business and client referrals.
  • Enhanced client satisfaction, providing exceptional after-sales support and maintaining regular communication.

Sales Administrator

Seamans Renault PE
Port Elizabeth
08.2020 - 11.2021

Sales Support and Administration

  • Prepare and process sales documentation, including invoices, purchase orders, and vehicle registration forms.
  • Manage the administration of vehicle stock, ensuring accurate records of inventory.
  • Liaise with sales executives to coordinate the timely processing of customer orders.
  • Ensure all vehicle paperwork is completed accurately and complies with regulatory requirements.

Education

FETC Retail Insurance Qualification -

FAIS Forward Academy
06.2023 - 02.2023

National Credit Act for F&I - undefined

Moonstone

Class of Business Training - undefined

Fais Forward Consulting Services

Financial Accounting: Foundation Level - undefined

ICB International Certificates

Regulatory Examination Certificate - undefined

Moonstone

National Senior Certificate - Afrikaans Home Language, English Additional Language, Mathematics, Computer Application Technology, Business Studies, Accounting, Life Orientation

Otto du Plessis High School

Skills

  • Finance & Insurance Expertise

  • Customer Relationship Management

  • Sales & Negotiation Skills

  • Compliance & Documentation

Roles And Responsibilities

  • Oversee and manage all finance and insurance aspects of vehicle sales, ensuring full regulatory compliance.
  • Provide finance solutions and advice to clients, including securing finance approvals from financial institutions.
  • Maximize dealership revenue through the sale of Value-Added Products (VAPs).
  • Maintain accurate documentation, ensuring compliance with FAIS, FICA, and other legal frameworks.
  • Process finance applications, verify client documents, and manage the administration of all financial transactions.
  • Produce detailed reports on financial performance, sales, and compliance for senior management.
  • Regularly update the application register and provide market share data to financial lenders.
  • Foster relationships with financial lenders, ensuring competitive rates and strong partnerships.
  • Assist in training and mentoring junior staff in finance and insurance processes.

Personal Information

  • ID Number: 911029 1139 085
  • Ethnicity: White
  • Gender: Female
  • Marital Status: Single

Disclaimer

I, Jolene Stopforth, declare that the information provided in this curriculum vitae is accurate and true to the best of my knowledge.

Timeline

Finance & Insurance Manager

Seamans Renault Port Elizabeth
04.2024 - Current

FETC Retail Insurance Qualification -

FAIS Forward Academy
06.2023 - 02.2023

Sales Executive

Seamans Renault Port Elizabeth
11.2021 - 04.2024

Sales Administrator

Seamans Renault PE
08.2020 - 11.2021

National Credit Act for F&I - undefined

Moonstone

Class of Business Training - undefined

Fais Forward Consulting Services

Financial Accounting: Foundation Level - undefined

ICB International Certificates

Regulatory Examination Certificate - undefined

Moonstone

National Senior Certificate - Afrikaans Home Language, English Additional Language, Mathematics, Computer Application Technology, Business Studies, Accounting, Life Orientation

Otto du Plessis High School
Jolene StopforthFinance And Insurance Manager