BMW Portfolio Client Advisor

Schomp Automotive Group • Highlands Ranch, CO

2d • $55,000 - $150,000

About The Position

The Portfolio Advisor leads the customer retention strategy while ensuring an extraordinary client experience. The role involves outreach to customers, consulting about their current vehicle ownership or lease status, and reviewing trade-in, purchase, and lease options for a new vehicle. Depending on the store and portfolio, advisors may work with leased cars only, pre-owned vehicles only, or both.

Requirements

• Automotive sales experience with a proven track record of meeting or exceeding sales targets.
• Strong interpersonal and communication skills, including the ability to build rapport and establish trust with clients.
• Self-motivation and the ability to manage and organize time and activities.
• Ability to use or learn dealer DMS systems, Microsoft Office products, Google Suite, and other required software.
• High school diploma or equivalent work experience.
• Ability to work independently with limited supervision and motivation to continually increase product knowledge.
• Valid driver license that is maintained.
• Acceptable Motor Vehicle Record (MVR) that is maintained.
• Current State of Colorado sales license or ability to obtain one as required by the State of Colorado.

Nice To Haves

• Knowledge of automotive finance, protection packages, and dealership operations.

Responsibilities

• Contact portfolio customers to discuss potential trade-ins, lease options, new vehicle options, or their equity position.
• Build rapport and nurture customer relationships through personalized phone, email, or messaging communications.
• Schedule personalized consultation appointments.
• Evaluate customers’ current vehicles using service histories, Carfax reports, and valuation tools to determine vehicle value and upgrade options.
• Guide customers through vehicle selection and financing or leasing options, facilitating transitions to new vehicles.
• Explain financing and leasing terms and options, and offer financial protection packages.
• Maintain strong client relationships throughout the sales or leasing process by providing service and support.
• Prepare vehicle purchase or lease documentation and collaborate with sales, financial, and title teams to complete accurate transactions.
• Maintain accurate records of appointments, client interactions, sales and leasing activities, and protection package enrollments.

Benefits

• Medical, dental, and life insurance
• Pet insurance
• 401(k) with company match
• Paid time off, including vacation, sick, and benefit days
• Short-term and long-term disability
• Accident insurance
• On-site gym or gym reimbursement
• Career, leadership, and development training
• Career opportunities associated with organizational growth
• Employee discounts on vehicles, parts, and service
• Competitive compensation pay plan that rewards high performers
• Potential bonuses and region-specific benefits

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED