Automotive Portfolio Advisor | Client Retention & Leasing

Schomp BMW

Highlands Ranch (CO)

On-site

USD 55,000 - 150,000

Full time

14 days+

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Benefits offered by this job

Health insurance

401(k) with company match

Paid time off

Disability insurance

On-site gym

Employee vehicle discounts

Career development

Job summary

Schomp BMW in Highlands Ranch, CO is seeking a Portfolio Advisor to lead customer retention and guide clients through trade-in, purchase, or lease decisions. The role requires automotive sales experience and knowledge of financing options to deliver an exceptional ownership experience.

You will perform outreach, build relationships, schedule consultations, and collaborate with sales and finance teams to close transactions.

Qualifications

Automotive sales experience with a proven track record of meeting or exceeding sales targets.
Strong interpersonal and communication skills.
Knowledge of automotive finance, protection packages, and dealership operations.
Self-motivated with the ability to manage time and activities.
Proficiency with dealer DMS, Microsoft Office, and Google Suite.

Responsibilities

Perform outreach to portfolio customers to explore trade-ins, lease options, new vehicle options or equity position.
Build rapport and nurture relationships with customers through personalized communication channels.
Schedule personalized consultation appointments with customers.
Conduct thorough evaluations of customer's current vehicles, including service histories, Carfax reports and valuation tools, to determine value and upgrade options.
Guide customers through vehicle selection and financing/leasing options, facilitating a seamless transition to a new vehicle.
Explain financing or leasing terms and protection packages to enhance ownership experience.
Maintain strong relationships with clients throughout the sales/leasing process, delivering exceptional service.
Generate required documentation for the vehicle purchase/lease.
Collaborate with sales, financial and title teams to complete accurate transactions.
Maintain accurate records of appointments and client interactions.