Financial Services Consultant

Penske Automotive Group • Santa Ana, CA

2d • $140,000 - $300,000

About The Position

Crevier BMW, a Penske Automotive Group dealership, is hiring an experienced Financial Services Consultant to help customers understand and select finance, insurance, and aftermarket options and products for their vehicles. The role processes deals accurately and properly to support an excellent customer experience. Compensation is minimum wage plus commission, with expected pay of $140,000–$300,000 per year.

The consultant provides knowledgeable, ethical assistance with finance, insurance, and aftermarket products; informs the sales team about finance and lease programs; complies with applicable regulations and company policies; and maintains positive relationships with finance and insurance sources. The position requires recent dealership experience and strong communication, mathematical, analytical, organizational, and customer-service skills.

The role works in an office environment with heating and air conditioning, and may involve substantial walking or standing or, alternatively, sitting for much of the time. Light physical demands include lifting up to 20 pounds occasionally and frequent lifting or carrying of objects up to 10 pounds, as well as climbing, pushing, pulling, stooping, kneeling, reaching, grasping, repetitive motion, talking, and hearing. Evening, weekend, and holiday work is required as needed. The position has no supervisory responsibility.

Requirements

• At least one year of recent dealership experience.
• Knowledge of current finance, insurance, and aftermarket products.
• Associate's degree or equivalent, plus two to three years of related experience and/or training, or an equivalent combination of education and experience.
• Genuine interest in providing an exceptional customer experience.
• Friendliness, enthusiasm, reliability, and a positive team-player attitude.
• Excellent communication, interpersonal, and organizational skills.
• Strong work ethic and ability to work in a fast-paced, results-driven environment.
• Strong mathematical and analytical skills relevant to calculating new and used vehicle finance options.
• Ability to communicate effectively orally and in writing, face-to-face, by phone, or through other means.
• Computer proficiency.
• Ability to define problems, collect data, establish facts, and draw valid conclusions.
• Ability to perform mathematical calculations involving arithmetic, rates, ratios, percentages, discounts, interest, commissions, proportions, and measurements, and to interpret bar graphs.
• Ability to understand and follow work rules, procedures, and written, oral, or diagrammed instructions.
• Ability to work independently and complete assignments within established instructions, routines, and practices.
• Ability to interact well with others and positively influence morale.
• Ability to work evenings, weekends, and holidays as required.

Nice To Haves

• Bachelor's degree in Business, Accounting, or Finance, or equivalent, with three to five years of related experience and/or training, or an equivalent combination of education and experience.
• AFIP Certification.

Responsibilities

• Help customers understand and select finance, insurance, and aftermarket options and products for their vehicles.
• Process finance and lease deals accurately and fairly, in accordance with applicable laws and regulations and company policies.
• Provide customers with knowledge and expertise about finance, insurance, and aftermarket products.
• Educate and update the sales team about current finance and lease programs and the benefits of financing, insurance, and extended service programs.
• Establish and maintain positive working relationships with finance and insurance sources, including manufacturers.
• Sell products and services professionally and ethically.
• Understand, keep current with, and comply with regulations affecting new and used vehicle finance departments.
• Facilitate and/or conduct technical training for other employees.
• Process data and organize it for management analysis.
• Work independently, complete assignments, and contribute positively to the department and dealership.

Benefits

• Medical, dental, and vision health care options.
• 401(k) savings and retirement plan with company match.
• Training, resources, and opportunities for career growth and advancement tailored to individual performance, experience, and interests.
• Competitive compensation.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree