Vehicle Portfolio Advisor: Elevate Client Experience

Schomp BMW; Highlands Ranch (CO); On-site; USD 55,000 - 150,000; Full time

Benefits offered by this job

On-site gym

401(k) with company match

Paid Time Off

Short/long-term disability

Employee discounts on vehicles, parts,

Pet insurance

Job summary

Schomp BMW in Highlands Ranch, CO seeks a Portfolio Advisor to drive customer retention and deliver an exceptional ownership experience. You will engage with clients to discuss current ownership or lease status, explore trade-ins, and present financing or lease options to upgrade to a new vehicle.

You will guide clients through vehicle selection, explain terms, and coordinate with sales, finance, and title teams to complete transactions while maintaining momentum from appointment to delivery.

Qualifications

• Automotive sales experience with a proven record of meeting/exceeding targets.
• Strong interpersonal and communication skills with clients.
• Knowledge of automotive finance, protection packages, and dealership operations preferred.
• Must possess and maintain a valid driver license and an acceptable MVR.
• Colorado sales license or ability to obtain one as required.

Responsibilities

• Perform outreach to portfolio customers to discuss trade-ins, lease options, or new-vehicle options.
• Build rapport and nurture relationships through calls, email, or messaging.
• Schedule personalized consultation appointments with customers.
• Evaluate current vehicles with service histories and Carfax reports to determine value.
• Explain financing or leasing terms and protection packages to customers.

Skills

Automotive sales

Interpersonal communication

Time management

Self-motivation

Client relationship building

Education

High School Diploma or equivalent

Tools

DMS system

Microsoft Office

Google Suite

Job description

Schomp BMW in Highlands Ranch, CO seeks a Portfolio Advisor to drive customer retention and deliver an exceptional ownership experience. You will engage with clients to discuss current ownership or lease status, explore trade-ins, and present financing or lease options to upgrade to a new vehicle.

You will guide clients through vehicle selection, explain terms, and coordinate with sales, finance, and title teams to complete transactions while maintaining momentum from appointment to delivery.