Finance and Insurance Sales Representative

Benefits

• Employee Discounts
• Medical, Dental, and Vision Insurance
• Life Insurance
• Employee Assistant Programs
• Paid Holidays and Paid Time Off
• 401k Plan with Employer Match

Essential Job Functions

• Builds rapport with customers to build a base of referrals to establish customer network
• Maintains impeccable reputation with lenders
• Produces & submits accurate paperwork required for the MTO and secures funding from finance sources in a timely manner
• Provides customers with explanation of aftermarket products
• 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 dealer paperwork related to truck sale
• Understands and complies with all regulations that affect the new truck and finance departments
• Completes paperwork necessary for truck sales and leases in a timely manner
• Checks all paperwork for, but not limited to, correct title, lien information, taxes, consumer information before forwarding to accounting
• Maintains an adequate and current supply of all required contracts and paperwork needed for completion and finalization of
• Ensures work areas are clean
• Fulfills all attendance and punctuality standards and adheres to timekeeping standards
• Follows all attendance and punctuality standards and adheres to timekeeping standards
• Follows the Code of Business Ethics and Conduct
• Maintains a professional appearance for self and subordinates in accordance with company policy
• Attends pertinent training on request
• Attends company meetings as required
• Updates Monthly Booking Report
• Maintains the F&I Shared Drive of new Programs and Policy Changes

Requirements/ Skills/ Abilities

• 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 truck 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 calculate figures and amounts such as discounts, interest, commissions, rates, ratios, and percentages, and to draw and interpret bar graphs
• 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