BMW Portfolio Client Advisor

Schomp BMW; United States; 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 customer retention and deliver an extraordinary client experience. You will discuss ownership or lease status, review options to trade-in, purchase or lease a new vehicle, and guide customers through financing.

Ideal candidates have automotive sales experience, excellent communication, and time-management skills, with the ability to work independently and use dealership systems.

Qualifications

• Automotive sales experience with a proven track record of meeting or exceeding targets.
• Strong interpersonal and communication skills to build rapport with clients.
• Knowledge of automotive finance and dealership operations preferred.
• Must be self-motivated with good time-management and organizational skills.
• Proficient in using dealer DMS systems and common software tools.

Responsibilities

• Perform outreach to portfolio customers to explore trade-ins, lease options, or new vehicle options.
• Build rapport and nurture relationships through personalized communication channels (phone, email, messaging).
• Schedule personalized consultation appointments with customers.
• Evaluate current vehicles using service histories, Carfax, and valuation tools to determine value and upgrade options.
• Guide customers through vehicle selection, financing/leasing options, and a seamless transition to a new vehicle.
• Explain financing or leasing terms and protect options to enhance ownership experience.
• Maintain strong relationships throughout the sales/leasing process and provide ongoing support.
• Generate required documentation for purchases or leases and coordinate with sales, finance and title teams.

Skills

Automotive sales experience

Interpersonal skills

Communication skills

Time management

Self-motivated

Education

High School Diploma or equivalent

Tools

Dealer DMS system

Microsoft Office

Google Suite

Job description

Job Description: Location: 1190 Plum Valley Ln, Highlands Ranch, CO 80129 Employment Type: Full Time Position Type: Commission Pay Range: $55,000 - $150,000 per year The application window is expected to close on October 31st, 2026

The 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 friends
• 401(k) with company match
• Paid Time off - Vacation, sick and benefit days
• Short term and long term disability
• Accident insurance
• On site Gym/ Gym reimbursement
• Culture that values and recognizes
• Committed to your career, leadership and development training
• With all of the organizational growth, we offer a wealth of career opportunities
• The best part of automotive: Employees are eligible for discounts on vehicles, parts and service
• Competitive compensation pay plan that rewards high performers
• Schomp Automotive Group is an Equal Opportunity Employer

The 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.

Schomp wants to change the way you see a career in the automotive industry. Every day we strive to deliver the best experiences possible for both our employees and customers. From benefits and perks, to upward mobility and career growth, our opportunities and standards exceed the industry standard. There’s a reason why Schomp was a 2018 Finalist for “Best Companies to Work for in Colorado.” This is where you’ll discover the Schomp difference. You love helping people. We are in the people business and cars are what connect us with people. Schomp employees strive to create the best experience for the customers we serve and the people that we work with on a daily basis. It doesn’t matter if you have automotive experience or not. If you’re passionate about working with great people and delivering an exceptional experience for customers, Schomp is the place for you. Schomp Automotive cares about our shared future. A driving goal is to help sustain and support the communities where we live and work. Children’s initiatives, specifically focusing on wellness and education, are our primary focus, but we offer general community support as well. A great culture starts with providing well for our employees. Schomp understands that the best way to create a great customer experience is to ensure that our employees love their jobs and the atmosphere they work in. It begins with injecting our Core Values – Competitive, Consistent, Adaptable, Respectful and Empathetic – into everything we do. Ask our employees. They’ll tell you we walk the talk.