Financial Services Producer

Summary

Responsible for coordinating the sale of finance and insurance programs to customers. Works with lenders and financial institutions to provide financial services to dealership customers.

Essential Duties And Responsibilities Include

• Sells financing and insurance to customers.
• Responsible for the attainment and gross production of financial services' goals and objectives.
• Reviews customer credit applications.
• Presents extended service contracts and other owner protection programs available to customers.
• Affirms profitability to dealership of financing arrangements.
• Utilizes the menu selling process.
• Ensures necessary documentation for each deal is complete by utilizing a deal checklist.
• Works closely with sales team, maintains effective employee relations.
• Maintains AFIP Certification.
• Acts as liaison between the customer and the lending institution.
• Ensures adherence to F&I reporting requirements of company.
• Attends weekly manager meetings.
• Maintains CSI at or above Company standards.
• Maintains an organized, clean and safe work area.
• Participates in required training.
• Records all hours worked accurately in company timekeeping system.

Qualifications

• To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
• Reasonable accommodations may be made to enable individuals with medical conditions to perform the essential functions.
• Desired Education: GED, High School Diploma, Associate Degree, Bachelor Degree, Master Degree, Doctorate Degree in Field Of Study/Work Experience: Accounting, Automotive, Business, Human Resources, Information Technology.
• Field Of Study/Work Experience: Degree or commensurate finance experience. Knowledge of dealership finance and insurance procedures preferred. Knowledge of regulations and laws governing financing in the automotive industry. Ability to work with lenders and financial institutions. Prior automotive sales experience desired.
• Certificates And Licenses: AFIP Certification, Valid Driver’s License, Automobile Salesperson License.
• Computer Skills: Advanced knowledge of Microsoft Office products. Advanced ability to operate Finance and Insurance portion of Dealer Management System.
• Communication Skills: Ability to understand and follow instructions. Ability to communicate effectively with customers and company personnel. Strong interpersonal and persuasive selling skills.
• Physical Demands: While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk; and sit. Must be able to lift up to 5 pounds.
• Environment Demands: Duties are performed primarily in finance and insurance and sales areas. Considerable time spent on the phone and at a computer. Work involves frequent customer contact and interaction with lending institutions.
• Verbal And Writing Ability: Ability to read and comprehend instructions, correspondence, and memos. Ability to effectively present information in one-on-one and small group situations to customers and other employees.
• Math Ability: Ability to add, subtract, multiply and divide.
• Reasoning Ability: Knowledge of bank and insurance terminology and procedures. Ability to review and process sales contracts and finance documents.
• Core Values: Servant Leadership, Teamwork through Trust & Respect, Integrity, Commitment to Customer, Passion for Winning, Accountability at All Levels, Commitment to Continuous Improvement.