About the Role:

The Finance Manager drives revenue growth and expanding our market presence in the financial services sector. This role involves building and maintaining strong relationships with clients, understanding their needs, and providing tailored financial solutions. The successful candidate will be responsible for identifying new business opportunities and effectively communicating the value of our products and services.

Additionally, they will collaborate with cross-functional teams to ensure a seamless customer experience from initial contact to post-sale support. Ultimately, the Finance Manager will play a key role in achieving our sales targets and contributing to the overall success of the organization.

Minimum Qualifications:

• High school diploma or GED required; some post-high school education or training preferred.
• Proven experience in sales, preferably in the financial services industry.
• Strong understanding of financial products and services.
• Reynolds Dealertrack RouteOne experience required

Preferred Qualifications:

• At least 3-5 years of experience working as a Finance Manager of a reputable, large-volume dealership
• Experience with CRM software and sales analytics tools.
• Established network within the financial services sector.

Responsibilities:

• Acts as liaison between the dealership and the lending partners.
• Utilizes a menu-based selling process.
• Ensures all sales targets are met or exceeded.
• Maintains accurate sales documentation.
• Presents financial services products in a transparent and compliant manner to every customer.
• Ensures every customer gets turned over to Finance.
• Conduct thorough needs assessments to understand client requirements and propose appropriate financial solutions.
• Maintain accurate records of sales activities and client interactions in the CRM system.
• Collaborate with marketing and product teams to align sales strategies with market trends and customer feedback.
• Attends all staff meetings, training, and educational classes as required.
• Observes all federal, state, local, and company safety rules and regulations in the performance of duties.
• Tracks portfolios with lenders.
• Performs other duties as assigned.

Skills:

The required skills for this role include strong communication and interpersonal abilities, essential for building relationships with clients and understanding their needs. Analytical skills are also important, as the candidate will need to assess market trends and client data to inform their sales strategies. Time management and organizational skills will be utilized daily to prioritize tasks and manage a diverse client portfolio effectively. Preferred skills, such as proficiency in CRM software, will enhance the candidate's ability to track sales progress and client interactions efficiently. Additionally, a strong understanding of financial products will enable the candidate to provide informed recommendations and solutions to clients.

Benefits

• Health Insurance
• Dental Insurance
• Vision Insurance
• Sick Leave
• 401(k)
• Paid Time Off (PTO)
• Competitive Pay Plans
• Employee Discount purchase program
• Employee Assistance programs
• Employee Referral Program