Strategic Vehicle Portfolio 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

Job summary

Schomp BMW in Highlands Ranch, CO seeks a Portfolio Advisor to drive customer retention and deliver an extraordinary client experience. You will engage with customers to discuss ownership status, trade-in or lease options, and guide them to a new vehicle.

This role may focus on leased cars, pre-owned vehicles, or both, depending on store needs. A strong sales record, finance knowledge, and excellent communication are required to excel.

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 financing, protection packages, and dealership operations preferred.

Responsibilities

• Perform outreach to portfolio customers to explore potential trade-ins, lease options, or new vehicle options.
• Build rapport and nurture relationships with customers through phone, email, or messaging.
• Schedule personalized consultation appointments with customers.
• Evaluate customers' current vehicles using service histories, Carfax reports and valuation tools to determine value and upgrade options.
• Guide customers through vehicle selection and financing/leasing options for a seamless transition.
• Explain financing or leasing terms and protection packages to enhance ownership experience.
• Maintain relationships throughout the sales/leasing process and generate required documentation.
• Collaborate with sales, financial and title teams to complete accurate transactions.

Skills

Automotive sales

Interpersonal communication

Finance knowledge

Dealership operations

Time management

Education

High School Diploma

Tools

DMS system

Microsoft Office

Google Workspace

Job description

Schomp BMW in Highlands Ranch, CO seeks a Portfolio Advisor to drive customer retention and deliver an extraordinary client experience. You will engage with customers to discuss ownership status, trade-in or lease options, and guide them to a new vehicle.

This role may focus on leased cars, pre-owned vehicles, or both, depending on store needs. A strong sales record, finance knowledge, and excellent communication are required to excel.