Finance Consultant, Insurance

Job title: Finance Consultant, Insurance

Job description: Our client is an internationally diverse company with growth opportunities around the world. While this role does require dealer visits in Western Canada, the successful candidate will be adept at leveraging the technology they have available to be highly effective interacting virtually with their dealers. Our client embraces a virtual mindset which prioritizes virtual work and provides flexibility for our high performing employees.

Position

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. This position covers the western half of Canada.

DELIVERABLES * 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.

• 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.
• Develop key understanding of the dealers’ needs relating to available products and build a plan for the dealership taking a short and long-term approach.
• Work with product suppliers to build new product campaigns and launch activities, to ensure the success of these specific launches.
• Act 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. Is a resource for the dealer principal and dealer staff to rely on for updated information and training.
• Maintain and obtain additional industry knowledge via continuing education and training opportunities as provided by the Company
• Act as a liaison between all stakeholders, including finance and insurance product providers, various Company departments, the dealership network and other key stakeholders.

REQUIREMENTS * Successful candidate must reside in British Columbia or Alberta.

• Bachelor’s Degree is highly preferred.
• Minimum of 5 years of related experience is required. Previous experience in an automotive financial services company and or dealership environment is preferred.
• Exceptional written, presentation and oral communication skills.
• Highly self-motivated and directed. Ability to work under pressure with limited direct supervision, meet deadlines, and achieve results in a fast-paced and changing environment.
• Strong negotiating and decision-making skills a must with an effective ability to influence without direct authority.
• Proficiency in both English and French is highly preferred and considered an asset.
• Fully proficient in Microsoft Office – Excel, Word, PowerPoint, Outlook.
• Adept at leveraging technology to be highly effective interacting virtually with dealers.

Travel from 50 to 75% is required for this position subject to local Canadian Government legislation and our client’s COVID guidelines. COVID-19 Vaccination is a mandatory requirement for this role subject to any required human rights accommodation.

CAB6526

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