Portfolio Vehicle Advisor: Trade-Ins & Leasing Expert

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

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.