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Financial Services Specialist

2 months ago


Bloomington, Indiana, United States Curry Auto Center, Inc. Full time
Job Title: Finance & Insurance Consultant

Curry Auto Center, Inc. is seeking a highly skilled Finance & Insurance Consultant to join our team. As a key member of our sales department, you will be responsible for providing expert advice to customers on various finance options and insurance products.

Key Responsibilities:
  • Engage with clients to understand their insurance needs and recommend suitable products
  • Present and sell financing, extended service agreements, environmental protection, GAP coverage, and additional coverage products to all customers
  • Utilize financial software to analyze client data in order to recommend appropriate coverage
  • Maintain working knowledge of finance and insurance products through both on and off-site training
  • Forecast penetration income of finance and insurance products in conjunction with the Sales Department and its management
  • Establish and meet monthly finance and insurance objectives
  • Prepare monthly penetration reports of finance and insurance products and share with management
  • Handle all official finance rate and lease quotations
  • Encourage, coach, and instruct salespersons on how to present dealer financing to customers
  • Work with sales management to secure a reasonable profit for every sale
  • Obtain approval and submit paperwork to finance sources on all financed deals
  • Establish and maintain good working relationships with several finance sources including working with lenders and their representatives to obtain approvals and finalize lender requirements for each approval
  • Check all paperwork for correct information including but not limited to title, lien holder, insurance, taxes, fees, etc.
  • Maintain daily operating control log
  • Complete timely insurance cancellation paperwork and maintain insurance files
  • Conduct business in a confidential and professional manner
  • Communicate incentive information to salespersons
  • Attend and participate in sales department meetings
  • Deliver sold new vehicles to General Motors and apply for all incentives
  • Research and resolve any unpaid incentive and or customer balances and or inquiries
  • Provide exceptional customer service by addressing inquiries and resolving issues promptly
  • Complete lease terminations, including condition reports, odometer statements, purchases for inventory, and stocking of lease returns for inventory

Requirements:

  • University or professional degree and/or commensurate experience in a field of sales and finance
  • Knowledge of and experience in dealership finance and insurance procedures
  • Proficient in Microsoft Office
  • Excellent communication and customer service skills
  • Willingness to learn to utilize applicable dealership computer systems and Sales Department processes
  • Must be authorized to work in the United States
  • Must have a valid driver's license
  • Must have a good driving record as defined by company insurance provider
  • Must pass a background check

Skills:

  • Proficient in sales techniques and upselling strategies
  • Strong customer service orientation with excellent communication skills
  • Experience with financial software for insurance analysis
  • Knowledge of loan officer processes and insurance requirements
  • Familiarity with insurance contracts
  • Ability to communicate effectively with vendors and their representatives
  • Strong mathematical skills