Finance and Insurance Business Manager
About The Position
The Boat House is seeking a career-minded Finance and Insurance Business Manager with a finance and insurance sales background. The role provides financial services to prospective and existing customers purchasing, insuring, or refinancing boats and yachts. It aims to maximize sales and profitability using company tools, products, and services while promoting ethical practices, employee engagement, effective decision-making, continuous improvement, efficiency, and financial accuracy. The manager works in alignment with management, sales, and administrative teams. The position involves identifying customers’ finance and insurance needs, preparing presentations of company financial services and products, and working with lenders and insurance partners to achieve suitable outcomes. It also requires maintaining transaction and customer records, supporting compliance, reviewing contracts, resolving complex sales and financing issues, and understanding the finance office’s products and programs.
Requirements
- Finance and insurance sales background.
- Strong sales and advisory skills.
- Professional written and verbal communication skills.
- Ability to share opinions and processes effectively with employees at all levels.
- Organizational and management skills.
- Ability to analyze and resolve complex issues during the sales and financing process.
- Knowledge of the sales process, from prospecting to closing deals.
- Understanding of the core services and products offered through the TBHG finance office.
- Ability to understand and review contracts and navigate compliance regulations.
Responsibilities
- Provide financial services to prospective and existing customers purchasing, insuring, or refinancing boats and yachts.
- Maximize sales and profitability using Boat House tools, products, and services.
- Promote ethical sales practices, employee engagement, and effective decision-making in alignment with management, sales, and administrative teams.
- Lead continuous improvement to support job satisfaction, productivity, and alignment with company priorities.
- Implement and communicate processes that promote efficiency and financial accuracy.
- Identify customer finance and insurance needs through customer interactions.
- Prepare sales presentations for TBHG financial services, insurance, and product protection programs.
- Work with TBHG lenders and insurance partners to establish the best possible outcomes.
- Maintain scheduled processes and adequate staffing structures for financial maintenance.
- Keep organized records of transactions, documents, and customer information, and adhere to record-keeping requirements.
- Analyze and resolve issues during the sales and financing process and find creative solutions to meet customer needs.
- Review contracts and ensure they meet legal, regulatory, and industry-specific compliance requirements.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
No Education Listed
