Finance and Insurance consultant

Job Description

Job Description

Join Fox Powersports Nelsons and immerse yourself in a dynamic work environment where your expertise can truly shine! As a Full-Time Finance and Insurance Consultant, you will play a pivotal role in transforming the customer experience, helping clients navigate their financial options with confidence and ease. This onsite position allows you to collaborate closely with a passionate team dedicated to excellence in service, while also enjoying the vibrant atmosphere of Grand Rapids. The opportunity for professional growth is immense as you will be at the forefront of industry trends, ensuring you remain a sought-after expert. You can enjoy great benefits such as Medical, Dental, Vision, 401(k), Life Insurance, Health Savings Account, Flexible Spending Account, Competitive Salary, Paid Time Off, Unlimited Paid Time Off, Equipment Stipend, Paid Meals, Snack/Drink Room, and Employee Discounts. You'll foster relationships that matter, making each day rewarding and fulfilling in ways that extend beyond traditional financial roles.

Embrace this exciting opportunity to make a difference in people's lives while advancing your career in the fast-paced world of finance and insurance.

As a Full-Time Finance and Insurance Consultant at Fox Powersports Nelsons, your day-to-day responsibilities will involve guiding clients through the finance and insurance process with professionalism and clarity. You will be expected to conduct thorough assessments of customer needs, providing tailored solutions that align with their financial goals. Daily tasks will include preparing accurate documentation, explaining various financing options, and ensuring that all compliance and regulatory requirements are met.

You will engage with customers face-to-face, fostering trust and rapport while answering any questions they may have. Collaboration with sales and service departments will be essential to ensure seamless transactions, and you'll stay updated on industry trends and product knowledge to provide informed recommendations. Additionally, maintaining organized records and striving for exceptional customer satisfaction will be crucial to your success in this role.

To excel as a Full-Time Finance and Insurance Consultant at Fox Powersports Nelsons, several key skills are essential. Strong interpersonal skills are crucial, as you will be engaging with customers from diverse backgrounds, requiring a friendly and approachable demeanor. Excellent communication abilities are necessary to clearly articulate complex finance and insurance concepts in an understandable manner. Analytical thinking is vital for assessing customer needs and providing tailored solutions, while attention to detail ensures that all documentation is accurate and complies with regulations.

A customer-focused mindset will enable you to build rapport and trust, enhancing the overall client experience. Additionally, adaptability is important, as you will navigate a fast-paced environment while staying informed about industry trends and product offerings. Finally, time management skills will help you prioritize tasks efficiently and ensure that every client receives the attention they deserve.

ESSENTIAL DUTIES

• Provides customers with thorough explanation of aftermarket products and extended warranties.
• Converts cash deals to finance.
• Establishes and maintains good working relationships with several finance sources, including the manufacturer.
• Processes finance and lease deals accurately and fairly through financial sources to secure approval.
• Processes all federal, state, and dealer paperwork related to vehicle transaction.
• Understands and complies with federal, state, and local regulations that affect the new- and used-vehicle and finance departments.
• Completes paperwork necessary for vehicle sales and leases in a timely and efficient manner.
• Checks all paperwork for correct title, lien information, taxes, etc., before forwarding to accounting.
• Acquires and maintains current state insurance license, completing continuing credit insurance education as needed.
• Ensures collection of all finance and insurance fees.
• Works closely with sales manager to establish sales department goals and objectives and ensures that they are achieved.
• Other duties may be assigned.

SKILLS & EXPERIENCE

• Two to four years related experience and/or training; or equivalent combination of education and experience.
• Ability to set and achieve targeted goals.
• Ability to drive an exceptional customer experience.
• Excellent communication and organization skills.

If you think this job aligns with your requirements, then submitting an application is simple. Good luck!