BMW Portfolio Client Advisor

Schomp Automotive Group; Highlands Ranch (CO); On-site; USD 55,000 - 150,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Life insurance

Pet insurance

401(k) with company match

Paid Time Off

Disability insurance

On-site gym

Job summary

Schomp BMW in Highlands Ranch, CO is seeking a Portfolio Advisor to lead client retention and create an extraordinary customer experience. You will perform outreach, consult on current ownership or lease status, and review options to trade-in, purchase, or lease a new vehicle.

Responsibilities include building rapport with customers through calls, email, or messaging; scheduling consultations; evaluating vehicles with Carfax and valuation tools; and guiding customers through vehicle selection

Qualifications

• High School Diploma or equivalent required.
• Automotive sales experience with proven targets.
• Strong communication and relationship-building skills.
• Knowledge of auto financing, protection packages, and dealership operations preferred.

Responsibilities

• Perform outreach to portfolio customers to explore trade-ins, lease options or new vehicle options.
• Schedule personalized consultation appointments with customers.
• Explain financing or leasing terms and offer protection packages.
• Maintain accurate records of appointments and client interactions.
• Collaborate with sales, finance and title teams to complete transactions.

Skills

Automotive sales experience

Interpersonal skills

Finance knowledge

Self-motivated

Valid driver's license

Colorado sales license or ability toOb

MVR knowledge

Education

High School Diploma or equivalent

Tools

DMS system

Microsoft Office

Google Workspace

Job description

Job Description:Location: 1190 Plum Valley Ln, Highlands Ranch, CO 80129Employment Type: Full TimePosition Type: CommissionPay Range: $55,000 - $150,000 per yearThe application window is expected to close on October 31st, 2026The Portfolio Advisor leads the customer retention strategy while ensuring an extraordinary client experience. The Portfolio Advisor performs outreach, consults with the customer about their current ownership or lease status, and reviews available options to trade-in, purchase or lease a new vehicle. **Portfolio advisors may perform the below duties for leased cars only, pre-owned vehicles only, or both, depending on store and portfolio**Responsibilities:Perform outreach to portfolio customers to explore potential trade-ins, lease options, new vehicle options or to discuss their equity position.Build rapport and nurture relationships with customers through personalized communication channels including phone calls, email, or messaging.Schedule personalized consultation appointments with customers.Conduct thorough evaluations of customer’s current vehicles, including service histories, Carfax reports and use of valuation tools, in order to determine vehicle value and upgrade options.Guide customers through the vehicle selection process and financing/leasing options, facilitating a seamless transition to a new vehicle.Thoroughly explain financing or leasing terms, options and offer financial protection packages to enhance the ownership experience.Maintain strong relationships with clients throughout the sales/leasing process, delivering exceptional service and support.Generate required documentation for the vehicle purchase/lease. Collaborate with sales, financial and title teams to complete accurate transactions.Maintain accurate records of appointments, client interactions, sales/lease activities or protection package enrollments.Requirements:Automotive sales experience required with a proven track record of meeting or exceeding sales targets.Strong interpersonal and communication skills, with the ability to build rapport and establish trust with clients.Knowledge of automotive finance, protection packages, and dealership operations preferred.Must be self-motivated with an ability to manage and organize time and activities.Able to use/learn to use: dealer DMS system, Microsoft Office Products, Google Suite and other software products as required.High School Diploma or equivalent work experience.The ability to work independently with limited supervision and the motivation to continually increase product knowledge should be evident.Must possess and maintain a valid driver license.Must possess and maintain an acceptable Motor Vehicle Record (MVR).Must hold a current State of Colorado sales license or have the ability to obtain a license as required by the State of Colorado.Why Schomp:Full suite of insurances - medical, dental, life,Pet insurance, you read that right, insurance for your furry or not so furry friends401(k) with company matchPaid Time off - Vacation, sick and benefit daysShort term and long term disabilityAccident insuranceOn site Gym/ Gym reimbursementCulture that values and recognizesCommitted to your career, leadership and development trainingWith all of the organizational growth, we offer a wealth of career opportunitiesThe best part of automotive: Employees are eligible for discounts on vehicles, parts and serviceCompetitive compensation pay plan that rewards high performersSchomp Automotive Group is an Equal Opportunity EmployerThe compensation range represents the low and high end of the compensation range for this position. Actual compensation will vary depending on factors including but not limited to location, experience and performance. The range listed is just one component of the total compensation package for employees. Other rewards may include bonuses, Paid Time Off policy, region- specific benefits.If you are an individual with a disability and need a reasonable accommodation to assist with your application for employment or the recruiting process, please contact us by sending an email to [e-mail] or contact 720-800-6265.