Finance and Insurance Sales Responsibilities:

Builds rapport with customers to build a base of referrals to establish customer network

Collaborate with Sales team to ensure 100% deal turnover

Maintains impeccable reputation with lenders

Produces & submits accurate paperwork and secures funding from finance sources in a timely manner.

Processes finance and lease deals accurately, fairly and in accordance with local, state, and federal statutes and company policies

Provides customers with complete explanation of manufacturer and dealership service procedures, policies, and aftermarket products.

Develops and monitors guidelines for working with customers to ensure maximum customer satisfaction

Conducts business in an ethical and professional manner.

Understands and complies with all regulations that affect the new truck and finance departments.

Completes paperwork necessary for truck sales and leases accurately and efficiently.

Checks all paperwork for, but not limited to, correct title, lien information, taxes, consumer information before forwarding to accounting or sales administrators.

Maintains an adequate and current supply of all required contracts and paperwork needed for completion and finalization of deals.

Follows the Code of Business Ethics and Conduct

Monthly updates to the Sales Team of what customer leases are expiring and of currently paid off contracts.

Other duties as assigned.

Finance and Insurance Sales Requirements:

Ability to sell products and services in a professional and ethical manner

Ability to understand, keep abreast of, and comply with federal, state, and local regulations that affect the new- and used truck and finance departments

Ability to interact well with others and be a positive influence on morale of department, dealership, and organization.

Ability to facilitate and/or conduct technical training to other employees

Computer proficient

Exceptional communication skills both oral and written with the ability to effectively communicate via face-to-face, phone, or by other means of communication

Ability to define problems, collect data, establish facts, and draw valid conclusions

Ability to process data and organize it for management analysis.

Ability to calculate figures and amounts such as discounts, interest, commissions, percentages, payments, and lease factors.

Ability to understand and follow work rules and procedures.

Ability to work independently and to carry out assignments to completion within parameters of instructions given, prescribed routines, and standard accepted practices Upholds the company’s non-disclosure and confidentiality policies and agreements.

Maintains a professional appearance for self and subordinates in accordance with company policy

Attends pertinent training on request

Attends company meetings as required

Updates Monthly Booking Reports

Required Education and Experience

Two to three year’s related experience and/or training.

Preferred Education and Experience

Secondary education in Accounting or Finance or equivalent; and three to five years related experience and/or training; or equivalent combination of education and experience

Language/Communication Skills:

Excellent spoken and written communication skills

Ability to read and comprehend instructions, short correspondences, and memos prepared in English.

Ability to effectively present information in English one-on-one and in small group situations to customers, vendors, clients, and other employees of the organization

Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals

IND-ADMIN

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