Client Advisor

4 weeks ago


Brentwood, United States Sonic Automotive Full time
Job DescriptionJob DescriptionCompany Description

At BMW MINI OF NASHVILLE, a Sonic Automotive family dealership, you'll find the opportunities, resources, and support you need to grow and develop professionally. Our 100+ dealerships are concerned with more than moving inventory; they're committed to your success and invested in your future. So read on, and consider a rewarding career with Sonic Automotive, Inc.

Job Description

Duties and Responsibilities:

·       Respond to internet inquiries with courtesy, accuracy and professionalism

·       Promptly and accurately enter all customer inquiry data into the CRM.

·       Generate sales appointments

·       Conduct phone surveys to assess customer preferences and quality of experience

·       Effectively utilize lead management tools

·       Compile all necessary reports, forms and other documentation on a timely basis

·       Perform other job-related duties as assigned

·       Exhibit ethical behavior, provide the highest degree of customer satisfaction and be honest in all aspects of dealing with customers

(The Sales Representative Position has a Pay Scale consisting of the following elements and ranges. The position may also pay commission compensation which is based on the value or amount of closed sales achieved from $0.00 (if no sales are made) without any upper limit other than sales performance.  The position also may also pay a production bonus based on individual or team performance that may range from $0.00 (if baseline benchmarks are not met) without any fixed upper limit.)

Qualifications

·       To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.

·       The requirements listed are representative of the knowledge, skill, and/or ability required.

·       Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

·       All applicants must be authorized to work in the USA

·       All applicants must perform duties and responsibilities in a safe manner

·       All applicants must be able to demonstrate ability to pass pre-employment testing to include background checks, MVR, drug test, credit report, and valid driver license



Additional Information

The Sales Agent is responsible for generating sales appointments with customers that contact the dealership via the internet to purchase new and/or pre-owned vehicles. The eSales Agent delivers a premium customer experience by responding to customer inquiries in a prompt, professional, accurate and courteous manner. This highly accountable position uses lead management tools, CRM software and the internet to manage inquiry flow, update customer files, and closely track customer interest. The eSales Agent will be trained to understand all products and services offered, will become knowledgeable of inventory as well as financing and incentive programs. We offer a huge ad budget, easy to use systems and a great work environment.


  • Client Advisor

    2 months ago


    Brentwood, United States Sonic Automotive Full time

    Duties and Responsibilities: - Respond to internet inquiries with courtesy, accuracy and professionalism - Promptly and accurately enter all customer inquiry data into the CRM. - Generate sales appointments - Conduct phone surveys to assess customer Client Advisor, Sales Representative, Advisor, Automotive, Banking


  • Brentwood, United States PYA, P.C. Full time

    Job DescriptionJob DescriptionPYA is seeking a Client Accounting Advisor to join its high-performing and privately-owned firm with a dynamic culture and a strong national reputation. This individual will be a member of the Client Accounting Advisory Services (CAAS) team, working closely with the PYA Tax Department to serve PYA clients.RESPONSIBILITIES:Work...

  • Financial Advisor

    4 weeks ago


    Brentwood, United States Shoemaker Financial Full time

    Shoemaker Financial is a comprehensive financial services firm that provides customized solutions to assist clients in reaching their goals. Advisors will assess clients' needs, develop strategies to help them achieve their goals, and implement those recommendations by offering the appropriate solutions. Financial Advisors receive: Comprehensive training...

  • Financial Advisor

    4 weeks ago


    Brentwood, United States Shoemaker Financial Full time

    Shoemaker Financial is a comprehensive financial services firm that provides customized solutions to assist clients in reaching their goals. Advisors will assess clients' needs, develop strategies to help them achieve their goals, and implement those recommendations by offering the appropriate solutions. Financial Advisors receive: Comprehensive training...

  • Financial Advisor

    5 days ago


    Brentwood, United States First Horizon Advisors, Inc. Full time

    Location: On site in Brentwood, TN or Nashville, TN. Summary If you are good at managing money and often get asked to help others do so, a Financial Advisor position may be a good fit for you. Taking on the role of a Financial Advisor provides a range of opportunities not widely available in many career fields. You’ll be working with our First Horizon...


  • Brentwood, United States SageSpring Wealth Partners Full time

    Client Services Associate-Top Employer/Award-winning Culture/Full Benefits If you are eager to help people achieve their life's goals, passionate about your community, and want to work at a company with a strong, healthy work culture, we want to meet you! SageSpring Wealth Partners is seeking an exceptional client services professional to support...


  • Brentwood, Tennessee, United States Vaco Full time

    Our client in Brentwood, TN is in search of a Client Services Associate to join their team. This position offers great potential for career growth and a chance to be part of a dynamic team in the finance sector.The Client Services Associate role is a permanent position with a requirement for onsite presence.Responsibilities:Engage with potential and existing...


  • Brentwood, United States Vaco Full time

    Our client located in Brentwood, TN is seeking a Client Services Associate to join their team. This is an excellent opportunity for someone looking to grow their career and join a dynamic team in the finance industry!The Client Services Associate is a permanent opportunity with a fully onsite schedule.Responsibilities:Interact daily on the phone and in...


  • Brentwood, United States Vaco Full time

    Our client located in Brentwood, TN is seeking a Client Services Associate to join their team. This is an excellent opportunity for someone looking to grow their career and join a dynamic team in the finance industry!The Client Services Associate is a permanent opportunity with a fully onsite schedule.Responsibilities:Interact daily on the phone and in...


  • Brentwood, United States First Horizon Advisors, Inc. Full time

    Location: On site in Brentwood, TN or Nashville, TN. SummaryIf you are good at managing money and often get asked to help others do so, a Financial Advisor position may be a good fit for you. Taking on the role of a Financial Advisor provides a range of opportunities not widely available in many career fields. You’ll be working with our First Horizon...


  • Brentwood, United States First Horizon Full time

    Location: On site in Brentwood, TN or Nashville, TN. Summary If you are good at managing money and often get asked to help others do so, a Financial Advisor position may be a good fit for you. Taking on the role of a Financial Advisor provides a range of opportunities not widely available in many career fields. You'll be working with our First Horizon...


  • Brentwood, Tennessee, United States First Horizon Advisors, Inc. Full time

    Job DescriptionLocation: On site in Brentwood, TN or Nashville, TN.SummaryIf you are good at managing money and often get asked to help others do so, a Financial Advisor position may be a good fit for you. Taking on the role of a Financial Advisor provides a range of opportunities not widely available in many career fields. You'll be working with our First...


  • Brentwood, United States First Horizon Advisors, Inc. Full time

    Job DescriptionLocation: On site in Brentwood, TN or Nashville, TN.SummaryIf you are good at managing money and often get asked to help others do so, a Financial Advisor position may be a good fit for you. Taking on the role of a Financial Advisor provides a range of opportunities not widely available in many career fields. You’ll be working with our First...


  • Brentwood, United States First Horizon Advisors, Inc. Full time

    Location: On site in Brentwood, TN or Nashville, TN. SummaryIf you are good at managing money and often get asked to help others do so, a Financial Advisor position may be a good fit for you. Taking on the role of a Financial Advisor provides a range of opportunities not widely available in many career fields. You’ll be working with our First Horizon...


  • Brentwood, United States Ronald Blue & Co Full time

    Apply Job Type Full-time Description The Client Service Associate provides administrative support to Team Members and clients by performing a variety of complex duties in the areas of client service, financial planning, investment management, office administration and/or accounting to support Financial Advisors and Financial Planners in serving and assisting...


  • Brentwood, United States Ronald Blue Trust Full time

    Job Type Full-timeDescriptionThe Client Service Associate provides administrative support to Team Members and clients by performing a variety of complex duties in the areas of client service, financial planning, investment management, office administration and/or accounting to support Financial Advisors and Financial Planners in serving and assisting clients...


  • Brentwood, United States Ronald Blue & Co Full time

    Job Type Full-time Description The Client Service Associate provides administrative support to Team Members and clients by performing a variety of complex duties in the areas of client service, financial planning, investment management, office administration and/or accounting to support Financial Advisors and Financial Planners in serving and assisting...


  • Brentwood, United States Ronald Blue & Co Full time

    Job Type Full-time Description The Client Service Associate provides administrative support to Team Members and clients by performing a variety of complex duties in the areas of client service, financial planning, investment management, office administration and/or accounting to support Financial Advisors and Financial Planners in serving and assisting...


  • Brentwood, United States Sonic Automotive, Inc. Full time

    Job Description Duties and Responsibilities: * Respond to internet inquiries with courtesy, accuracy and professionalism * Promptly and accurately enter all customer inquiry data into the CRM. * Generate sales appointments * Conduct phone surveys to assess customer preferences and quality of experience * Effectively utilize lead management tools * Compile...


  • Brentwood, Tennessee, United States Sonic Automotive Full time

    Job DescriptionDuties and Responsibilities:· Respond to internet inquiries with courtesy, accuracy and professionalism· Promptly and accurately enter all customer inquiry data into the CRM.· Generate sales appointments· Conduct phone surveys to assess customer preferences and quality of experience· Effectively utilize lead management tools· Compile all...