Regional Finance Representative

Rocky Mountain Equipment; Calgary; On-site; CAD 40,000 - 60,000; Full time

Job summary

A leading equipment dealer in Canada is looking for a Regional Finance Representative to finance equipment purchases and provide added-value opportunities for warranties and insurance. You will work closely with sales teams and clients to offer financing solutions. The ideal candidate has over 5 years of experience in finance, a strong educational background in Business Finance, and excellent communication skills. This role offers a competitive compensation structure and benefits including health and retirement plans.

Benefits

Lucrative commissions

Health benefits including dental coverage

Paid flex days

Group Retirement Plan

Qualifications

• Minimum 5 years’ experience in a relevant and related finance role.
• Knowledge of lending, lien searches, life insurance, and warranty.
• Agricultural industry experience an asset.

Responsibilities

• Finance equipment purchases and offer warranty, insurance and maintenance products.
• Work with sales teams to provide financing solutions.
• Gather and verify personal information to complete loans.

Skills

Advanced problem-solving skills

Strong mathematical and financial calculation skills

Exceptional communication and relationship management skills

Education

Post-secondary education in Business Finance or related field

Job description

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JOB TITLE : Regional Finance Representative

POSITION TYPE : Permanent – Full time

REPORTING TO : General Manager, Operational Support

The Canadian agriculture industry is growing, and you could be part of the momentum with Rocky Mountain Equipment (RME). The largest independent dealer of Case IH and Case Construction equipment in Canada, RME consists of 43 construction and agricultural equipment branches across Alberta, Saskatchewan and Manitoba. Our commitment of doing Right by You empowers us to provide a consistent, reliable and safe experience to all our customers and build long-lasting relationships with the greater community.

As a Regional Finance Representative , you have the opportunity to finance equipment for purchases and provide value added opportunities for warranty, insurance and maintenance products, while at the same time, generating profit for the company. In this role, you will work directly with sales department and customers to provide financing solutions.

Job Duties and Responsibilities Include :

• Receive requests from sales persons or Managers regarding rates, options, payments, payouts, loan structures, and leases for all used and new whole goods.
• Research options that best promote the sale. Offer solutions based on requirements
• Provide sales teams with loan calculations, extended warranty quotes and promote one or two extra services such as extended warranty or maintenance plans
• Once salesman finalizes the sales, communication with the customer is necessary to finalize the loan package so that the salesman can focus on the next sale.
• Gather personal information to complete the loan.
• Verify rates and terms, offer life insurance on and physical damage insurance (CNH only), extended warranty and maintenance plans.
• Request who their Farm Insurance Agent is so that addition and release is obtained.
• Receive questions on extended warranty and other options.
• Travel to locations within assigned territory to take part in sales meetings, meet with customers, offer solutions to sales teams, present documents and take part in conquest customer strategies and meetings on an as required basis.
• Monitor the sold reports for lien search purposes, ensure liens are released
• Monitor opportunity provided by the salesman to know how many deals the finance office is actually receiving and how many opportunities were missed. Opportunity lost for each sale.
• Consolidate FCC, CNH, Agricredit, National standard and unpublished rates and provide monthly recap of these quotes to offer as a sales tool for the salesperson
• Monthly review of P&A prospects and accounts from CNH – split this out per province and per store. Highlight high rates or interest waivers coming due in coming months, review with salesman. Each salesman within the region now has a monthly report for prospects for new machines.
• Promotion and development of a standard warranty program; work with sales team to promote warranty sales
• Training and development with all sales, parts and service personal to educate on finance and insurance opportunities.
• Assist with training and development of new F&I department staff
• Work closely with Finance Coordinator to ensure all required documentation, including certificates of insurance are submitted on time to avoid any penalties.

Job Requirements and Qualifications Include :

Minimum 5 years’ experience in a relevant and related finance role

Post-secondary education in Business Finance or related field

Knowledge of lending, lien searches, life insurance, and warranty

Advanced problem-solving skills required

Strong mathematical and financial calculation skills

Exceptional communication and relationship management skills

Agricultural industry experience an asset

Sales experience an asset

We offer an exceptional compensation structure including lucrative commissions, health benefits including health, disability and dental coverage, paid flex days over and above vacation and Group Retirement Plan and more.

We thank all applicants for their interest; however, only candidates selected for an interview will be notified.

Seniority level

Seniority level

Mid-Senior level

Employment type

Employment type

Full-time

Job function

Job function

Sales and Business Development

Industries

Machinery Manufacturing

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