Job Description

Summary/Objective

The Financial Services Consultant produces additional revenue for the dealership by selling finance and insurance programs and other appropriate after-sale items to new and used vehicle customers. Works directly with our employees and customers to develop relationships and help bridge disconnects in the sales process.

Essential Functions

Sells finance and insurance products to customers

Builds rapport with customers to build a base of referrals to establish customer network

Maintains impeccable reputation with lenders

Produces and submits paperwork for title work and secures funding from finance sources in a timely manner

Provides customers with thorough explanation of aftermarket products and extended warranties

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 federal, state, and dealer paperwork related to vehicle transaction

Understands and complies with all federal, state, and local regulations that affect the new and used vehicle and finance departments

Completes paperwork necessary for vehicle sales and leases in a timely and efficient manner

Checks all paperwork for, including but not limited to, correct title, lien information, taxes, and consumer information before forwarding to accounting

Acquires and maintains current state insurance license, completing continuing credit insurance education

Maintains insurance files

Develops and monitors guidelines for working with customers to ensure maximum customer satisfaction

Maintains an adequate and current supply of all required contracts and paperwork needed for completion and finalization of car deals

Ensures work areas and customer waiting areas are kept clean

Follows all attendance and punctuality standards with adherences to timekeeping standards

Follows the Code of Business Ethics and Conduct

Understands and follows all work rules and procedures and follows lawful directions from supervisors

Upholds the company's non-disclosure and confidentiality policies and agreements

Maintains a professional appearance for self and subordinates in accordance with company policy

Attends pertinent training on request

Attends company meetings as required

Other duties as assigned

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.