Experienced Financial Services Producer

Hendrick•Raleigh, NC

17h•Onsite

About The Position

The Financial Services Producer coordinates the sale of finance and insurance programs to dealership customers and works with lenders and financial institutions to provide financial services. The role is responsible for meeting financial-services goals and gross production objectives while helping customers understand financing, extended service contracts, and other owner protection programs. The position requires at least three years of dealership F&I experience, AFIP certification, and the ability to work effectively with customers, dealership staff, and lending institutions. The role includes reviewing credit applications, assessing the dealership’s profitability on financing arrangements, using the menu selling process, and ensuring deal documentation is complete. The employee must follow company policies, applicable financing regulations, safety rules, and F&I reporting requirements; maintain required certifications and training; and demonstrate the company’s stated core values. Duties are primarily performed in finance and insurance and sales areas, with frequent customer contact and considerable phone and computer use. Scheduled shifts may include evenings, weekends, and holidays.

Requirements

At least 3 years of experience in a dealership F&I role; the listed desired work experience is 3–5 years.
A degree or commensurate finance experience.
Bachelor’s degree is indicated as the desired education level; GED, high school diploma, and associate degree are also listed as education options.
AFIP certification.
Valid driver’s license.
Advanced knowledge of Microsoft Office products.
Advanced ability to operate the finance and insurance portion of a Dealer Management System.
Ability to understand and follow instructions.
Ability to communicate effectively with customers and company personnel.
Strong interpersonal and persuasive selling skills.
Ability to read and comprehend instructions, correspondence, and memos, and present information effectively in one-on-one and small-group settings.
Ability to add, subtract, multiply, and divide.
Knowledge of bank and insurance terminology and procedures.
Ability to review and process sales contracts and finance documents.
Regular and predictable attendance.

Nice To Haves

Knowledge of dealership finance and insurance procedures.
Knowledge of regulations and laws governing financing in the automotive industry.
Ability to work with lenders and financial institutions.
Prior automotive sales experience.

Responsibilities

Sell financing and insurance products to customers.
Meet financial-services goals and gross production objectives.
Review customer credit applications.
Present extended service contracts and other owner protection programs.
Assess the dealership’s profitability of financing arrangements.
Use the menu selling process.
Ensure deal documentation is complete using a deal checklist.
Work closely with the sales team and maintain effective employee relations.
Maintain AFIP certification.
Serve as liaison between customers and lending institutions.
Comply with company F&I reporting requirements.
Attend weekly manager meetings.
Maintain customer satisfaction index (CSI) at or above company standards.
Maintain an organized, clean, and safe work area.
Participate in required training.
Accurately record all hours worked in the company timekeeping system.
Follow safeguards rules and regulations and company policies and procedures.
Observe applicable federal, state, local, and company safety rules while performing duties.
Demonstrate the company’s core values.
Perform other duties as assigned.