Finance and Insurance Products Manager

MEI Group•Houston, TX

4d•Onsite

About The Position

National Lenders General Agency is growing — and we’re looking to add a driven, knowledgeable Finance and Insurance Products Manager to our team! We are a licensed insurance and risk management agency, and a leading provider of F&I (Finance & Insurance) products to dealerships nationwide. Headquartered in the Clearlake area of Houston, Texas, we offer a range of products including Service Contracts, GAP, Limited Warranty, Collateral Protection Insurance (CPI), and more. You will take the lead in onboarding new dealership clients, training F&I teams, and supporting our sales staff to maximize product adoption and dealership success.

Requirements

Self-motivated, organized, and a collaborative team player.
In-depth knowledge of F&I products and processes.
Strong training and leadership abilities to educate internal teams and external clients.
Excellent verbal and written communication skills.
Solid computer and technical skills, especially in Microsoft Excel and Word.
Strong analytical and problem-solving abilities.
Proven sales and closing skills in the F&I or automotive space.

Nice To Haves

Experience in the automotive industry or F&I product sales is strongly preferred.

Responsibilities

Lead the onboarding process for new dealership clients referred by our sales team.
Prepare and distribute dealership document packages for DocuSign signature.
Schedule and conduct onboarding calls with new clients to review documentation and processes.
Provide initial and ongoing training for dealership F&I staff on all offered products.
Train dealerships on how to register service contracts through their DMS, or platforms such as Stone Eagle or F&I Sentinel.
Provide ongoing dealer support, including sales penetration follow-up and service.
Collaborate closely with the National Lenders sales team to ensure smooth onboarding and dealer engagement.