Finance & Insurance Consutlant (Field Sales) - Ohio

Job Summary

The Finance and Insurance (F&I) Consultant is responsible for being recognized as the trusted business advisor of and for the dealer network by managing and developing new and existing dealer relationships. Within their assigned region, the F&I Consultant will meet established financial and non-financial targets, and maximize business opportunities in the areas of Retail Sales Volume, New and Used Commercial Sales Volume, Revolving Account Card growth, various insurance products and programs, as well as other products and programs.

Job Responsibilities

• Analyze sales and F&I process to identify gaps and implement best practices to maximize mutual value for the dealer and the business through the sale of F&I products
• Is a resource for the dealer principal and dealer staff to rely on for updated information and training
• Liaison between all stakeholders, including finance and insurance product providers, various Company departments, the dealership network and other liaisons.
• Maintain and obtain additional industry knowledge via continuing education and training opportunities as provided the Company
• Develop key understanding of the dealers’ needs as it relates to available products, build a plan for the dealership taking a short and long term approach
• Protection of information and compliance with the law are paramount. Protecting employee, customer and corporate information is everyone's responsibility at Eaglemark Savings Bank. All employees must follow established safeguards, including policies regarding data protection, segregation of duties, and access to information based solely on business need. Further, it is the responsibility of all employees to maintain awareness and understanding of relevant laws, regulations, internal policies and procedures, and to comply with all of them.
• Perform dealer visits, which includes but is not limited to obtaining financial information from dealer and product providers; interviewing various department personnel to obtain critical information; facilitating debrief meetings with dealership staff, presenting findings and best practices to maximize profits; and delivering and leading dealer training as necessary.
• Work with product suppliers to build new product campaigns and launch activities, to ensure the success of these specific launches
• Acts as a subject matter expert to the dealers. Has extensive knowledge of available products and services and can mentor dealership personnel through role-play situational training

Education Requirements

Education Specifications

N/A

Experience Requirements

Required

• Prefer previous experience within an automotive financial services company and/or dealership environment
• Ability and willingness to travel 50-75% and occasionally for extended periods.
• Typically requires a minimum of 5 years of related experience
• Demonstrate ability to take the initiative and achieve results in a fast-paced and changing environment
• Strong verbal and written communication skills; excellent presentation skills
• Strong negotiating, influencing and decision making skills a must
• Demonstrated ability to work independently and obtain results with limited, direct supervision
• High level of computer skill including intermediate level on MS Office software essential
• Strong teamwork skills and the ability to interact effectively with staff