Financing & Insurance Advisor

Mason City; Iowa (LA); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

PTO and holidays

Health insurance

HSA with company match

Dental and vision insurance

401(k) with company match

Disability insurance

Life insurance

Paid training and development

Job summary

Bill Colwell Ford in Cedar Valley, IA, is seeking a Finance Manager to guide customers through financing and protection options with transparency and care. You will help customers make informed decisions, manage the finance process, and ensure all paperwork is accurate and compliant.

We value clear communication and people skills over car expertise, and offer a comprehensive benefits package with paid time off, health plans, a 401(k) with match, and development opportunities.

Qualifications

• 2+ years of customer service or sales experience preferred (not required).
• Strong communication and interpersonal skills.
• Detail-oriented with excellent organizational abilities.
• Comfortable in a fast-paced environment.
• Proficient in Microsoft Office; ability to work rotating Saturdays.
• Valid driver’s license and clean driving record.

Responsibilities

• Build rapport with customers and understand their financial needs.
• Present financing and protection options clearly and professionally.
• Guide customers through the finance process in a pressure-free manner.
• Prepare, review, and finalize all finance and insurance paperwork.
• Ensure accuracy, compliance, and proper documentation.
• Work with lending partners to secure approvals and funding.
• Maintain organized records for all financial transactions.

Skills

Customer service

Communication

Interpersonal skills

Organizational skills

Microsoft Office

Valid driver’s license

Tools

Microsoft Excel

Job description

Description

At Bill Colwell Ford, we believe buying a vehicle should be exciting — not stressful. Our Finance Manager plays a key role in creating a smooth, transparent, and confident experience for every customer. In this role, you’ll guide customers through financing and protection options, help them make informed decisions, and ensure every detail of the transaction is completed accurately and professionally.

You don’t need to be a car expert — we’re looking for someone who understands people, communicates clearly, and takes pride in doing things the right way.

Comprehensive Full-Time Benefits

• Five-day work week with a consistent schedule
• Paid time off and paid holidays
• Multiple health insurance plan options
• Health Savings Account (HSA) with company matching
• Dental and vision insurance
• 401(k) with company matching
• Short-term and long-term disability coverage
• Life insurance
• Flexible spending account
• Paid training and professional development
• Competitive pay with performance-based incentives
• Company clothing allowance
• Employee discounts on vehicles, service, and parts

Key Responsibilities

• Build rapport with customers and understand their financial needs
• Present financing and protection options clearly and professionally
• Guide customers through the finance process in a pressure-free manner
• Prepare, review, and finalize all finance and insurance paperwork
• Ensure accuracy, compliance, and proper documentation
• Work with lending partners to secure approvals and funding
• Maintain organized records for all financial transactions

Qualifications

• 2+ years of customer service or sales experience preferred (not required)
• Strong communication and interpersonal skills
• Detail-oriented with excellent organizational abilities
• Comfortable working in a fast-paced environment
• Proficient in Microsoft Office (Excel experience a plus)
• Ability to work rotating Saturdays
• Valid driver’s license and clean driving record

Why Bill Colwell Ford

Bill Colwell Ford is a family-owned dealership proud to serve the Cedar Valley and surrounding communities. We value our employees, invest in training, and foster a respectful, team-oriented culture focused on long-term success — for our customers and our people.

We are an equal opportunity employer and do not tolerate discrimination or harassment of any kind.

How to Apply

If you’re ready to combine customer service skills with a rewarding career in automotive finance, we encourage you to apply. Submit your resume (cover letter optional) and take the next step in growing your career with Bill Colwell Ford.