Financial Services Manager

11 hours ago


Thousand Oaks, California, United States Swickard Auto Group Full time
Job Summary

We are seeking a highly skilled and experienced Finance Manager to join our team at Swickard Auto Group. As a key member of our dealership's financial operations, you will be responsible for securing financing for customers, structuring deals, and presenting financial and insurance products to maximize customer satisfaction and dealership revenue.

Key Responsibilities:
  • Financing and Loan Processing: Meet with customers to discuss financing options, assess creditworthiness, and pre-qualify them for loan options from various lenders.
  • Product Presentation and Sales: Present and explain various financial and insurance products, tailor recommendations to customer needs, and overcome objections to close deals.
  • Deal Structuring and Profitability: Structure financing deals that meet customer needs while maximizing dealership profit, and track sales performance to identify opportunities for improvement.
  • Customer Service and Relationship Building: Provide exceptional customer service throughout the financing process, build trust and rapport with customers, and maintain a positive demeanor in high-pressure situations.
  • Compliance and Regulations: Ensure all financing and sales practices comply with federal and state regulations, and stay informed about updates to regulations.
Requirements:
  • Minimum of 2-3 years of experience in automotive finance or a related field.
  • Strong understanding of automotive financing principles and loan options.
  • Excellent sales and negotiation skills, with a proven ability to close deals and meet sales targets.
  • Exceptional communication and interpersonal skills, with the ability to multi-task and manage time effectively in a fast-paced environment.
  • A valid driver's license with a clean record.
Benefits:
  • Competitive salary range of $100,000 - $250,000 annually, commission-based.
  • Opportunities for career growth and professional development.
  • A comprehensive benefits package, including medical, dental, vision, life, and pet insurance, as well as a 401k plan and paid holidays.


  • Thousand Oaks, California, United States LPL Financial Full time

    Exciting Opportunity as a Financial Advisor with LPL FinancialAbout the RoleWe are seeking a highly motivated and experienced Financial Advisor to join our team at LPL Financial. As a Financial Advisor, you will be responsible for building and maintaining a strong client base, providing personalized financial solutions, and delivering exceptional customer...


  • Thousand Oaks, California, United States LPL Financial Full time

    Unlock Your Career PotentialLPL Financial partners with banks to offer a comprehensive suite of financial services to clients. This employment opportunity at BMO Bank N.A. in the Thousand Oaks area would allow you to join the Investment Program at BMO Bank N.A. as a Financial Advisor associated with LPL Financial. Under this model, Financial Advisors are not...


  • Thousand Oaks, California, United States LPL Financial Full time

    Career Opportunities at BMO Bank N.A. Unlock Your Potential As a Financial Advisor associated with LPL Financial, you will have the opportunity to grow your career and business, helping the people and families that look to BMO Bank N.A. for financial solutions. This exciting position will offer: * The ability to build a strong client base with the Bank's...


  • Thousand Oaks, California, United States Forum Financial Management, LP Full time

    Associate Financial AdvisorForum Financial Management, LP is a rapidly growing Registered Investment Advisory Firm (RIA) that has over 7 billion AUM. Our firm was founded in 2005 and has grown by greater than 25% annualized over the last 10 years. We use a highly diversified investment strategy derived from decades of academic research, which we call...


  • Thousand Oaks, California, United States Firefighters First Credit Union Full time

    About Us:For over 88 years, we have been dedicated to building trustworthy connections within our firefighting community. These relationships form the cornerstone of our credit union, which stands as the largest firefighter-exclusive credit union in the nation, boasting over $2.0B in assets and serving more than 50,000 members across 1,000 fire...


  • Thousand Oaks, California, United States Infinity Systems Full time

    **About Infinity Systems**Infinity Systems is a leading provider of financial services, tackling the future challenges of our clients with expertise and passion. Our diverse range of questions and complex problems require innovative solutions, and we're looking for talented individuals to join our teams.**Trainee Program X:plore Financial Services**Our...


  • Thousand Oaks, California, United States Infinity Systems Full time

    Unlock Your Potential in Financial ServicesAre you ready to embark on a challenging and rewarding journey in the financial services industry? Our Trainee Program X is designed to provide you with a comprehensive understanding of the sector and equip you with the skills and knowledge needed to succeed.Program OverviewOur 12-month program offers a unique...


  • Thousand Oaks, California, United States Bronson Kinkade Consulting Full time

    Bronson Kinkade Consulting is seeking a highly motivated and results-driven Financial Services Representative to join our team. As a Financial Services Representative, you will be responsible for introducing financial products such as Indexed Universal Life (IUL), annuities, life insurance, and others to individuals seeking more information. Our agents,...

  • Financial Expert

    2 days ago


    Thousand Oaks, California, United States Randstad Full time

    Finance Subject Matter ExpertWe are seeking a highly skilled Finance Subject Matter Expert to join our team at Randstad. As a key member of our finance team, you will play a critical role in guiding financial strategies and ensuring compliance with financial regulations.Key Responsibilities:CAPEX and Project Accounting: Lead the financial management of...

  • Financial Accountant

    4 weeks ago


    Thousand Oaks, California, United States Fujifilm Holdings Corp Full time

    Job OverviewAs a Financial Accountant at Fujifilm Holdings Corp, you will play a crucial role in ensuring the accuracy and integrity of our financial records.Key ResponsibilitiesMonth-End Close Procedures: Execute month-end closing activities, which include the preparation and examination of journal entries.Account Reconciliation: Conduct monthly...


  • Thousand Oaks, California, United States SSi People Full time

    Job SummaryWe are seeking a highly skilled Financial Planning Analyst to join our team at SSi People. As a key member of our finance team, you will be responsible for providing financial planning and analysis services to our area(s) assigned.Key ResponsibilitiesProvide analytical support to senior management in preparing long-range plans, annual budgets,...


  • Thousand Oaks, California, United States EMCOR Government Services Full time

    Company Overview: EMCOR Government Services is a premier provider of mechanical and electrical construction and facilities management services. We specialize in delivering comprehensive solutions for HVAC systems, ensuring optimal performance and efficiency.Position Title: Mechanical HVAC Project ManagerKey Responsibilities:Develop and maintain financial...


  • Thousand Oaks, California, United States EMCOR Government Services Full time

    Company Overview: EMCOR Government Services is a premier provider of mechanical and electrical construction and facilities management services. We specialize in delivering comprehensive solutions for HVAC systems, ensuring optimal performance and efficiency for our clients.Position Title: Mechanical HVAC Project ManagerKey Responsibilities:Prepare financial...


  • Thousand Oaks, California, United States EMCOR Government Services Full time

    Company Overview: EMCOR Government Services is a premier provider of mechanical and electrical construction and facilities management services, specializing in planning, consulting, and operational maintenance.Position Title: Mechanical HVAC Project ManagerKey Responsibilities:Prepare financial forecasts on a quarterly basis and provide monthly updates,...


  • Thousand Oaks, California, United States Jobot Full time

    Program Control Analyst OpportunityAn exciting chance to join a growing Defense Manufacturing organization that offers growth and an excellent bonus package.We are representing a leading Defense Manufacturing organization that focuses on compound semiconductor devices and optical sensors for the US Government.The organization is seeking a Program Control...


  • Thousand Oaks, California, United States Jobot Full time

    Program Control Analyst Job DescriptionAn exciting opportunity to join a growing Defense Manufacturing organization that offers growth and an excellent bonus package.We are representing a leading Defense Manufacturing organization that focuses on compound semiconductor devices and optical sensors for the US Government.The organization is seeking a Program...


  • Thousand Oaks, California, United States EMCOR Government Services Full time

    Company Overview: EMCOR Government Services is a prominent entity within the mechanical and electrical construction sector, offering a comprehensive range of facilities services, including strategic planning, consulting, and operational maintenance.Position Title: Mechanical HVAC Project ManagerKey Responsibilities:Prepare and manage quarterly financial...


  • Thousand Oaks, California, United States EMCOR Government Services Full time

    Company Overview: EMCOR Government Services is a premier provider of mechanical and electrical construction and facilities services, offering comprehensive solutions that include planning, consulting, and operational maintenance.Position Title: Mechanical HVAC Project ManagerKey Responsibilities:Develop and maintain quarterly financial forecasts and provide...


  • Thousand Oaks, California, United States EMCOR Government Services Full time

    Company Overview: EMCOR Government Services is a premier provider of mechanical and electrical construction and facilities services, specializing in planning, consulting, and operations and maintenance. Our HVAC mechanical services division is dedicated to delivering comprehensive solutions for preventative maintenance, repair, and system upgrades to ensure...

  • Investment Consultant

    4 weeks ago


    Thousand Oaks, California, United States LPL Financial Full time

    Exciting Career Opportunity as an Investment Consultant with LPL Financial Join the Investment Program at LPL Financial as an Investment Consultant. In collaboration with a leading financial institution, you will provide a comprehensive suite of financial solutions to clients within the community. Key Responsibilities: Developing a robust client...