Finance and Insurance Products Manager
4 days ago
Finance and Insurance Products Manager
Location: In-office (Clearlake area, Houston, TX)
Industry: F&I Products / Insurance / Automotive
About Us
National Lenders General Agency is growing — and we're looking to add a driven, knowledgeable Finance and Insurance Products Manager to our team
We are a licensed insurance and risk management agency, and a leading provider of F&I (Finance & Insurance) products to dealerships nationwide. Headquartered in the Clearlake area of Houston, Texas, we offer a range of products including Service Contracts, GAP, Limited Warranty, Collateral Protection Insurance (CPI), and more.
At National Lenders, we offer:
- Aggressive compensation, including commissions
- Generous benefits
- Monday–Friday work schedule (office hours: 8:00 AM – 6:00 PM)
- Ample opportunities for professional growth
We're more than an F&I provider — we are trusted partners helping protect our clients' businesses and Driving Wealth with efficiency at every step.
Role Overview: Finance and Insurance Products Manager
You will take the lead in onboarding new dealership clients, training F&I teams, and supporting our sales staff to maximize product adoption and dealership success.
Key Responsibilities
- Lead the onboarding process for new dealership clients referred by our sales team.
- Prepare and distribute dealership document packages for DocuSign signature.
- Schedule and conduct onboarding calls with new clients to review documentation and processes.
- Provide initial and ongoing training for dealership F&I staff on all offered products.
- Train dealerships on how to register service contracts through their DMS, or platforms such as Stone Eagle or F&I Sentinel.
- Provide ongoing dealer support, including sales penetration follow-up and service.
- Collaborate closely with the National Lenders sales team to ensure smooth onboarding and dealer engagement.
Qualifications & Skills
- Self-motivated, organized, and a collaborative team player.
- In-depth knowledge of F&I products and processes.
- Strong training and leadership abilities to educate internal teams and external clients.
- Excellent verbal and written communication skills.
- Solid computer and technical skills, especially in Microsoft Excel and Word.
- Strong analytical and problem-solving abilities.
- Proven sales and closing skills in the F&I or automotive space.
- Experience in the automotive industry or F&I product sales is strongly preferred.
Benefits
- In-office position with limited travel for training and industry conventions.
- Health, dental, vision, and life insurance
- 401(k) retirement plan
- Paid Time Off (PTO)
- Semi-annual company bonus plan
If you're passionate about automotive finance, dealership success, and making an impact in a fast-paced, growing company — we'd love to hear from you
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