Regional Finance & Insurance Performance Manager

Protective • Phoenix, AZ

5d

About The Position

The Regional F&I Performance Manager (Production Development Manager) increases business at automotive dealerships through training, production monitoring, and analysis of Finance and Insurance product sales. The role develops and delivers training and related services at dealership locations, and provides ongoing support to established Dealership Partners in Arizona. Consistent, regular travel is required.

The manager develops sales strategies and dealership-specific action plans to improve profitability, product sales, and compliance. They advise dealership finance personnel on compliant sales techniques; review production against goals; recommend product enhancements; and regularly discuss production and improvement plans with dealer principals, general managers, and finance directors. The role also promotes and trains clients on company products, provides product and warranty information, responds to inquiries and complaints, resolves disputes, and gathers client feedback.

The position works with Finance Concepts executive management to review accounts, share competitive and production information, recommend sales goals and incentive plans, and report problems and corrective actions. It may negotiate and set pricing for certain products with new dealership clients. The manager implements dealership production meetings and training activities, monitors product directives, and supports company sales policies and long-term client relationships.

The role requires experience as an automotive dealership Finance & Insurance Manager or F&I Director, along with strong communication, sales, customer service, negotiation, math, organizational, presentation, and time-management skills. A valid driver's license is required. The job involves regular driving and occasional lifting of 15–20 pounds. Work may involve occasional outdoor weather exposure; noise is usually moderate.

Requirements

• Experience as a Finance & Insurance Manager or F&I Director within an automotive dealership.
• Two to four years of related experience and/or training.
• Ability to read and interpret business publications, professional journals, technical procedures, and government regulations; prepare reports, correspondence, and procedure manuals; and present information to groups.
• Ability to calculate discounts, interest, commissions, proportions, percentages, and other figures, and apply basic algebra and geometry.
• Ability to follow written, oral, or diagrammed instructions and solve problems involving several variables in standardized situations.
• Knowledge of word processing, spreadsheet, internet, order processing, project management, database, and contract management software.
• Valid driver's license.
• Oral and written communication, sales technique, customer relations and service, technical communication, math aptitude, negotiation, organization, professionalism, presentation, reading, and time-management skills.
• Ability to follow procedure manuals.
• Strong working knowledge of dealership operations, lender relationships, menu selling, and regulatory compliance requirements.
• Demonstrated success increasing F&I production, profitability, product penetration, and compliance performance.
• Ability to travel consistently and regularly to established dealership partners in Arizona.

Responsibilities

• Develop sales strategies to increase dealership profitability using finance and insurance industry knowledge.
• Advise dealership finance and insurance personnel on sales techniques that support compliance with customer requirements.
• Create dealership action plans, deliver group and individual training, review production against goals, and recommend product enhancements.
• Monitor monthly production and advise dealer principals, general managers, and finance directors on ways to improve dealership profits.
• Promote and train dealership accounts on company products and provide information about product benefits, features, warranty procedures, and pricing.
• Respond to client inquiries, follow up on issues, provide new product information, collect feedback, and make changes as needed to support company goals.
• Determine courses of action for dealership and customer complaints and resolve significant disputes.
• Create and implement dealership-specific sales practices based on research and analysis, including product incentives and sales goals.
• Develop dealership procedures that improve Finance and Insurance department profits while maintaining compliance with state and federal laws and dealer directives.
• Meet monthly with executive management to review accounts, recommend approaches to increase revenue, and report problems and corrective actions.
• Analyze reports and dealership production, and share competitive information with executive management.
• Negotiate and set pricing for certain Walkaway products with new dealership clients introduced by the manager.
• Oversee monthly production meetings and training activities, presenting dealership production information related to company products and services.
• Communicate and monitor dealership product directives to support profitability for both dealerships and the company.
• Follow and enforce company sales policies and procedures while building long-term client relationships.
• Use industry and company product knowledge to assess client needs and make recommendations.
• Perform other duties as assigned.

Benefits

• Comprehensive health, dental, and vision insurance.
• Mental health benefits and an employee assistance program.
• Paid time off, paid parental leave, short-term disability, and a cultural observance day.
• Contributions to healthcare accounts.
• Pension plan.
• 401(k) plan with company matching.
• ProHealth Rewards platform with opportunities to earn cash rewards.
• Annual incentive based on individual and company performance, with additional incentive opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed