Financial Services Producer

Hendrick•Atlanta, GA

11h

About The Position

The Financial Services Producer coordinates the sale of financing and insurance programs to dealership customers, working with lenders and financial institutions to provide financial services. The role is responsible for achieving financial services goals and gross production objectives, reviewing customer credit applications, presenting extended service contracts and owner protection programs, and assessing the dealership’s profitability from financing arrangements. The position uses a menu selling process and a deal checklist to ensure each deal’s documentation is complete. The producer works closely with the sales team, serves as a liaison between customers and lending institutions, maintains AFIP Certification, and ensures compliance with company F&I reporting requirements. The role also includes attending weekly manager meetings, maintaining CSI at or above company standards, keeping the work area organized, clean, and safe, completing required training, accurately recording hours worked, following safeguards and safety rules, and complying with company policies and procedures. Other duties may be assigned. This position has no direct supervisory responsibilities. Duties are performed primarily in finance and insurance and sales areas, with considerable time spent on the phone and at a computer and frequent interaction with customers and lending institutions. Regular and predictable attendance is required; scheduled shifts may include evenings, weekends, and holidays. The employee is regularly required to talk or hear, frequently required to stand, walk, and sit, and must be able to lift up to five pounds.

Requirements

A degree or commensurate finance experience.
Three to five years of desired work experience.
A 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 effectively present information in one-on-one and small-group situations to customers and other employees.
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.
Ability to meet regular and predictable attendance expectations and scheduled shifts that may include evenings, weekends, and holidays.
Ability to perform the physical demands of the job, including talking or hearing, standing, walking, sitting, and lifting up to five pounds.

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.
Meet 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 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.