Financial Services Consultant
New Yesterday
Job Overview
Summary/Objective
The Financial Services Consultant produces additional revenue for the dealership by selling finance and insurance programs and other appropriate after-sale items to new and used vehicle customers. Works directly with our employees and customers to develop relationships and help bridge disconnects in the sales process.
Essential Functions
Sells finance and insurance products to customers
Builds rapport with customers to build a base of referrals to establish customer network
Maintains impeccable reputation with lenders
Produces and submits paperwork for title work and secures funding from finance sources in a timely manner
Provides customers with thorough explanation of aftermarket products and extended warranties
Provides customers with complete explanation of manufacturer and dealership service procedures and policies
Develops and monitors guidelines for working with customers to ensure maximum customer satisfaction
Processes finance and lease deals accurately, fairly, and in accordance with local, state, and federal statutes, and company policies
Conducts business in an ethical and professional manner
Processes all federal, state, and dealer paperwork related to vehicle transaction
Understands and complies with all federal, state, and local regulations that affect the new and used vehicle and finance departments
Completes paperwork necessary for vehicle sales and leases in a timely and efficient manner
Checks all paperwork for, including but not limited to, correct title, lien information, taxes, and consumer information before forwarding to accounting
Acquires and maintains current state insurance license, completing continuing credit insurance education
Maintains insurance files
Develops and monitors guidelines for working with customers to ensure maximum customer satisfaction
Maintains an adequate and current supply of all required contracts and paperwork needed for completion and finalization of car deals
Ensures work areas and customer waiting areas are kept clean
Follows all attendance and punctuality standards with adherences to timekeeping standards
Follows the Code of Business Ethics and Conduct
Understands and follows all work rules and procedures and follows lawful directions from supervisors
Upholds the company's non-disclosure and confidentiality policies and agreements
Maintains a professional appearance for self and subordinates in accordance with company policy
Attends pertinent training on request
Attends company meetings as required
Other duties as assigned
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
EEO Statement
The Company is committed to hiring a diverse and qualified workforce. We will not consider any characteristic or category protected by state or federal law in hiring or employment decisions, including but not limited to race, national origin, color, religion, sex, sexual orientation, gender identity, disability, age, status as a parent, or genetic information. Requirements
Competencies
Ability to sell products and services in a professional and ethical manner
Ability to understand, keep abreast of, and comply with federal, state, and local regulations that affect the new and used vehicle and finance departments
Ability to facilitate and/or conduct technical training to other employees
Computer proficient
Exceptional communication skills, both oral and written, with the ability to effectively communicate via face-to-face, phone, or by other means of communication
Ability to define problems, collect data, establish facts, and draw valid conclusions
Ability to process data and organize it for management analysis
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals
Ability to compute rate, ratio, and percent and to draw and interpret bar graphs
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume
Ability to understand and follow work rules and procedures
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form
Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions
Ability to work independently and to carry out assignments to completion within parameters of instructions given, prescribed routines, and standard accepted practices
Ability to interact well with others and be a positive influence on morale of department, dealership, and organization
Supervisory Responsibility
N/A
Work Environment/Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
Light Work- lifting no more than 20 pounds at a time and/or frequent lifting or carrying of objects weighing up to 10 pounds
This position requires a good deal of walking or standing, or this position could involves sitting most of the time with some pushing and pulling of arm or leg controls
This position requires the ability to climb, push, pull, stoop, kneel, reach, grasp
This position involves repetitive motion
This position requires the ability to talk and hear
This position is primarily located in an office environment, with heating and air conditioning
Position Type/Expected Hours of Work
Works evenings, weekends, and holidays as required.
Required Education and Experience
Associate's degree ( or equivalent; and two to three year's related experience and/or training; or equivalent combination of education and experience.
Preferred Education and Experience
Bachelor's degree in Business, Account or Finance or equivalent; and three to five years related experience and/or training; or equivalent combination of education and experience
Additional Eligibility Qualifications (Certification/Licenses/Registrations)
AFIP Certification is preferred but not required
- Location:
- Corte Madera