Financial Services Producer

About the position

The Financial Services Producer is responsible for coordinating the sale of finance and insurance programs to customers. This role involves working with lenders and financial institutions to provide financial services to dealership customers. The position does not have any direct supervisory responsibilities.

Responsibilities

• Sells financing and insurance to customers.
• Responsible for the attainment and gross production of financial services' goals and objectives.
• Reviews customer credit applications.
• Presents extended service contracts and other owner protection programs available to customers.
• Assesses profitability to dealership of financing arrangements.
• Utilizes the menu selling process.
• Ensures necessary documentation for each deal is complete by utilizing a deal checklist.
• Works closely with sales team, maintains effective employee relations.
• Maintains AFIP Certification.
• Acts as liaison between the customer and the lending institution.
• Ensures adherence to F&I reporting requirements of company.
• Attends weekly manager meetings.
• Maintains CSI at or above Company standards.
• Maintains an organized, clean and safe work area.
• Participates in required training.
• Records all hours worked accurately in company timekeeping system.
• Follows Safeguards rules and regulations.
• Demonstrates the Company's Core Values.
• Complies with Company policies and procedures.
• Observes all Federal, State, Local and Company safety rules and regulations in the performance of duties.
• Other duties as assigned.

Requirements

• Bachelor Degree in Business, Automotive, or related field.
• 3-5 years of relevant work experience.
• Valid Driver's License.
• AFIP Certification.
• Advanced knowledge of Microsoft Office products.
• Advanced ability to operate Finance and Insurance portion of Dealer Management System.
• Ability to understand and follow instructions.
• Strong interpersonal and persuasive selling skills.

Nice-to-haves

• Knowledge of dealership finance and insurance procedures.
• Knowledge of regulations and laws governing financing in the automotive industry.
• Prior automotive sales experience.