Financial Services Producer
About The Position
The Financial Services Producer coordinates the sale of financing and insurance programs to dealership customers and works with lenders and financial institutions to provide financial services. The position is responsible for achieving financial services goals and gross production objectives, reviewing customer credit applications, presenting extended service contracts and other owner protection programs, and assessing the dealership’s profitability of financing arrangements. The role uses a menu-selling process and ensures deal documentation is complete using a checklist. The Financial Services Producer serves as a liaison between customers and lending institutions, works closely with the sales team, maintains AFIP Certification, and follows company F&I reporting requirements. The position also attends weekly manager meetings, maintains customer satisfaction at or above company standards, participates in required training, records hours accurately, and complies with company policies, safeguards, and safety rules. Other duties may be assigned.
Requirements
- A bachelor’s degree or commensurate finance experience.
- Three to five years of desired work experience.
- Valid driver’s license.
- AFIP Certification.
- 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.
- Ability to present information effectively in one-on-one and small-group situations.
- 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.
- Ability to perform the essential duties satisfactorily, with reasonable accommodations where applicable.
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 to customers.
- Achieve financial services goals and gross production objectives.
- Review customer credit applications.
- Present extended service contracts and other available owner protection programs.
- Assess the dealership’s profitability of financing arrangements.
- Use the menu-selling process.
- Ensure each deal’s documentation is complete using a deal checklist.
- Work closely with the sales team and maintain effective employee relations.
- Maintain AFIP Certification.
- Act as a liaison between customers and lending institutions.
- Ensure adherence to company F&I reporting requirements.
- Attend weekly manager meetings.
- Maintain 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, company policies and procedures, and applicable safety rules and regulations.
- Demonstrate the Company’s Core Values.
- Perform other duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
