The Finance & Insurance Consultant will play a crucial role in developing and maintaining strong relationships with clients to establish and demonstrate exceptional industry and regulatory knowledge through onsite field audits deal jacket reviews and employee trainings. The objective of the consultant is to help minimize risk and increase profitability for the client.
This is a fantastic opportunity if you are a Finance Manager or Director looking for a change of scenery while staying involved in the automotive industry. Our F&I Consultants play an important role in helping our dealership clients maintain compliance!
Location:
While this is a remote position based out of the employees home office it will require frequent visits to clients within the territory including overnight travel. This position will be based out of the Sacramento area servicing clients regionally (North Bay Area Modesto Redding)
In the first 60 days you will:
Shadow our current consultants and learn the process on how to properly conduct a KPA Sales and Finance Compliance Audit.
Learn the Vera Suite system thoroughly and learn to use the mobile application in the field.
Attended multiple inperson meetings and webinars on KPAs Sales and Finance Compliance software product.
Inherit a customer service base and quickly establish relationships with Mangers and Management teams across many different dealerships.
Complete new hire orientation training and pass a test on F&I compliance to become fully operational as a KPA F&I Consultant.
In the first 6 months you will:
Establish and demonstrate exceptional industry and regulatory knowledge through onsite field audits employee training and regulatory interaction with clients.
Organize your client visit schedule to maximize travel efficiency based on local and distant client groupings and service frequency.
Assist with and/or prepare various compliance documentation as needed.
By the end of the first year you will:
Help communicate and implement sales and finance management compliance systems.
Support the ongoing growth of the company by providing exceptional customer service documenting and submitting 20 referrals or sales leads per year to your area Account Executive.
Be responsible for promoting productive relationships with dealer group management for KPA clients and State Dealer Association Management.
Perform your first inperson presentation to our district on the everchanging Compliance responsibilities for a dealership and how our product line is crucial for maintaining compliance.
Success Criteria:
Effective communication skills inperson in writing and by phone.
Professional collaborative and persuasive when interacting with clients.
Successfully work in a selfdirected environment combining both the independence of working from a home office while professionally representing KPA in the field with clients.
Interest and aptitude in learning Federal and Statespecific regulations imposed on the automotive dealership industry.
Ability to manage accounts efficiently and document all activities in our CRM platform (Salesforce).
Performs other duties and fulfills other responsibilities as assigned.
Qualifications:
5 years working in a position that oversees Finance & Insurance regulations at an automotive dealership required. Deep knowledge in Finance and Sales regulations and compliance is a must.
Ability to stay current with legal/regulatory and compliance trends incorporating new information into KPA policies and procedures.
Ability to identify and analyze complex issues and evaluate their broader implications for the business.
Ability to interact with clients at all levels providing timely practical advice and solutions. Strong communication skills both inperson and in writing are required.
Ability to work independently exercise good judgment and take ownership of issues and matters to their successful conclusion.
Demonstrated integrity and ability to foster a compliance culture.
Strong ability to multitask and quickly shift priorities.
Excellent organizational and time management skills.
Ability to navigate and learn new platforms and technology quickly and effectively. The ideal candidate will be proficient in Microsoft Word Outlook and PowerPoint and will be proficient and comfortable using mobile devices.
Physical Requirements:
Active drivers license and ability to drive between client visits typically 4 days per week. Driving time per day varies according to geography and scheduling.
Ability to lift up to 20 pounds.
Ability to stand on feet a minimum of 6 hours per day.
Ability to sufficiently receive audio signals to proceed with caution around heavy machinery vehicles and other warning noises to ensure safety.
Ability to perceive sounds at normal speaking levels with or without correction and the ability to receive detailed information through oral communication and to make discriminations in sound.
Ability to see recognize and respond to potentially dangerous situations
Ability to physically move in manners such as bending crouching reaching and pushing/pulling items up to 20 pounds
Ability to stay overnight in a hotel a total multiple weeks per quarter.
Location and Travel Expectations:
While this is a remote position based out of the employees home office it will require frequent visits to clients within the territory including overnight travel. This position will be based out of the Sacramento area servicing clients regionally (North Bay Area Modesto Redding)
Travel expectations: roughly 34 nights per quarter overnight in a hotel; Air travel 24 times per year; daytoday travel to and from Auto Dealerships.
Client list and visit locations are subject to changes therefore flexibility of the consultant is necessary. Coverage for other regions may be expected.
$80000 $90000 a year
In addition the base salary this position is eligible for a quarterly bonus plan estimated at an additional $10k annually.
Dont meet every job requirement At KPA we are dedicated to building a diverse inclusive and authentic workplace. Studies have shown that women and people of color are less likely to apply unless they meet every requirement. If youre excited about the role but your past experience doesnt align perfectly with every qualification we still encourage you to apply! You might just be the right candidate for this or other roles.
We are passionate about what we do how we do and why we do it. Our culture is driven by the KPA core values Integrity Helpful Excellence Agile Respectful and Teamwork. Success will be determined by the capabilities energy and character of the people we bring into our organization and the performance they achieve.
KPA is committed to providing equal opportunity in all of our employment practices including selection hiring promotion transfer and compensation to all qualified applicants and employees without regard to race religion religious dress/grooming color ethnicity sex (including sex stereotyping) sexual orientation gender identity or gender expression national origin ancestry citizenship status creed uniform service member status military or veteran status marital status pregnancy breastfeeding and/or pregnancyrelated conditions age protected medical condition leave status physical or mental disability genetic characteristics or any other legallyprotected status in accordance with the requirements of all federal state and local compliance with federal law all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.
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