Financial Services Consultant

Crevier Motors, Inc.; Santa Ana (CA); On-site; USD 140,000 - 300,000; Full time

Benefits offered by this job

WFH not specified

Job summary

Crevier Motors, Inc. is seeking a Financial Services Consultant to drive revenue by selling finance and insurance programs to new and used vehicle customers. You will work closely with staff to build relationships, explain products, and ensure accurate, compliant processing of deals.

The role emphasizes ethical conduct, lender relations, and ongoing training to maintain high standards and customer satisfaction in a busy dealership environment.

Qualifications

• Ability to sell products and services in a professional and ethical manner
• Ability to understand, keep abreast of, and comply with federal, state, and local regulations that affect the new and used vehicle and finance departments
• Ability to facilitate and/or conduct technical training to other employees
• Computer proficient
• Exceptional communication skills, both oral and written, with the ability to effectively communicate via face-to-face, phone, or by other means of communication
• Ability to define problems, collect data, establish facts, and draw valid conclusions
• Ability to process data and organize it for management analysis
• Ability to work with numbers including discounts, interest, commissions, and proportions
• Ability to follow work rules and instructions
• Ability to work independently and to carry out assignments to completion
• Ability to interact well with others and be a positive influence on morale

Responsibilities

• Sells finance and insurance products to customers
• Builds rapport with customers to establish referrals
• Maintains reputation with lenders
• Produces and submits paperwork for title work and secures funding
• Explains aftermarket products and extended warranties to customers
• Processes finance and lease deals accurately and in compliance with laws
• Maintains required contracts and paperwork for car deals
• Attends training and company meetings as required

Skills

Sales experience

Communication

Customer relations

Regulatory awareness

Training ability

Education

Associate's degree

AFIP Certification

Finance/business degree preferred

Job description

Summary/Objective The Financial Services Consultant produces additional revenue for the dealership by selling finance and insurance programs and other appropriate after-sale items to new and used vehicle customers. Works directly with our employees and customers to develop relationships and help bridge disconnects in the sales process.

Essential Functions

• Sells finance and insurance products to customers
• Builds rapport with customers to build a base of referrals to establish customer network
• Maintains impeccable reputation with lenders
• Produces and submits paperwork for title work and secures funding from finance sources in a timely manner
• Provides customers with thorough explanation of aftermarket products and extended warranties
• Provides customers with complete explanation of manufacturer and dealership service procedures and policies
• Develops and monitors guidelines for working with customers to ensure maximum customer satisfaction
• Processes finance and lease deals accurately, fairly, and in accordance with local, state, and federal statutes, and company policies
• Conducts business in an ethical and professional manner
• Processes all federal, state, and dealer paperwork related to vehicle transaction
• Understands and complies with all federal, state, and local regulations that affect the new and used vehicle and finance departments
• Completes paperwork necessary for vehicle sales and leases in a timely and efficient manner
• Checks all paperwork for, including but not limited to, correct title, lien information, taxes, and consumer information before forwarding to accounting
• Acquires and maintains current state insurance license, completing continuing credit insurance education
• Maintains insurance files
• Develops and monitors guidelines for working with customers to ensure maximum customer satisfaction
• Maintains an adequate and current supply of all required contracts and paperwork needed for completion and finalization of car deals
• Ensures work areas and customer waiting areas are kept clean
• Follows all attendance and punctuality standards with adherences to timekeeping standards
• Follows the Code of Business Ethics and Conduct
• Understands and follows all work rules and procedures and follows lawful directions from supervisors
• Upholds the company's non-disclosure and confidentiality policies and agreements
• Maintains a professional appearance for self and subordinates in accordance with company policy
• Attends pertinent training on request
• Attends company meetings as required
• Other duties as assigned

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

EEO Statement

The Company is committed to hiring a diverse and qualified workforce. We will not consider any characteristic or category protected by state or federal law in hiring or employment decisions, including but not limited to race, national origin, color, religion, sex, sexual orientation, gender identity, disability, age, status as a parent, or genetic information.

Requirements

• Ability to sell products and services in a professional and ethical manner
• Ability to understand, keep abreast of, and comply with federal, state, and local regulations that affect the new and used vehicle and finance departments
• Ability to facilitate and/or conduct technical training to other employees
• Computer proficient
• Exceptional communication skills, both oral and written, with the ability to effectively communicate via face-to-face, phone, or by other means of communication
• Ability to define problems, collect data, establish facts, and draw valid conclusions
• Ability to process data and organize it for management analysis
• Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals
• Ability to compute rate, ratio, and percent and to draw and interpret bar graphs
• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume
• Ability to understand and follow work rules and procedures
• Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form
• Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions
• Ability to work independently and to carry out assignments to completion within parameters of instructions given, prescribed routines, and standard accepted practices
• Ability to interact well with others and be a positive influence on morale of department, dealership, and organization

Supervisory Responsibility N/A

Work Environment/Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Light Work- lifting no more than 20 pounds at a time and/or frequent lifting or carrying of objects weighing up to 10 pounds This position requires a good deal of walking or standing, or this position could involves sitting most of the time with some pushing and pulling of arm or leg controls This position requires the ability to climb, push, pull, stoop, kneel, reach, grasp This position involves repetitive motion This position requires the ability to talk and hear This position is primarily located in an office environment, with heating and air conditioning

Position Type/Expected Hours of Work Works evenings, weekends, and holidays as required.

Required Education and Experience Associate's degree (A.A.) or equivalent; and two to three year's related experience and/or training; or equivalent combination of education and experience.

Preferred Education and Experience Bachelor's degree in Business, Account or Finance or equivalent; and three to five years related experience and/or training; or equivalent combination of education and experience

Additional Eligibility Qualifications (Certification/Licenses/Registrations) AFIP Certification is preferred but not required

Safety Sensitive Position

No

1500 Auto Mall Drive, Santa Ana , California 92705 , United States

Position Type

Full-time

Pay Transparency

Pay for this position is minimum wage plus commission. The expected pay is $140,000-$300,000 per year.