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Premier Truck Group · 4 months ago

Finance and Insurance Sales Representative

Springfield, MO

Full-time

Onsite

Entry Level

2+ years exp

Premier Truck Group is the largest Freightliner dealer group in North America, headquartered in Dallas, Texas. They are seeking a Finance and Insurance Sales Representative to assist the Financial Services Manager with credit applications and financial documentation, while also helping to generate revenue through finance and insurance programs for new truck customers.

Automotive

Growth Opportunities

Responsibilities

Builds rapport with customers to build a base of referrals to establish customer network

Maintains impeccable reputation with lenders

Produces & submits accurate paperwork required for the MTO and secures funding from finance sources in a timely manner

Provides customers with explanation of aftermarket products

Provides customers with complete explanation of manufacturer and dealership service procedures and policies

Develops and monitors guidelines for working with customers to ensure maximum customer satisfaction

Processes finance and lease deals accurately, fairly and in accordance with local, state and federal statutes and company policies

Conducts business in an ethical and professional manner

Processes all dealer paperwork related to truck sale

Understands and complies with all regulations that affect the new truck and finance departments

Completes paperwork necessary for truck sales and leases in a timely manner

Checks all paperwork for, but not limited to, correct title, lien information, taxes, consumer information before forwarding to accounting

Develops and monitors guidelines for working with customers to ensure maximum customer satisfaction

Maintains an adequate and current supply of all required contracts and paperwork needed for completion and finalization of

Ensures work areas are clean

Follows all attendance and punctuality standards and adheres to timekeeping standards

Follows the Code of Business Ethics and Conduct

Understands and follows all work rules and follows lawful directions from Supervisors

Upholds the company’s non-disclosure and confidentiality policies and agreements

Maintains a professional appearance for self and subordinates in accordance with company policy

Attends pertinent training on request

Attends company meetings as required

Updates Monthly Booking Report

Monthly updates to the Sales Team of what customer leases are expiring and of currently paid off contracts

Maintaining the F&I Shared Drive of new Programs and Policy Changes

Other duties as assigned

Qualification

Finance knowledgeRegulatory complianceSales skillsTechnical trainingCommunication skillsData processingMathematical skillsTeam interactionProblem-solvingIndependent work

Required

Ability to sell products and services in a professional and ethical manner

Ability to understand, keep abreast of, and comply with federal, state, and local regulations that affect the new- and used truck and finance departments

Ability to facilitate and/or conduct technical training to other employees

Computer proficient

Exceptional communication skills both oral and written with the ability to effectively communicate via face-to-face, phone, or by other means of communication

Ability to define problems, collect data, establish facts, and draw valid conclusions

Ability to process data and organize it for management analysis

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals

Ability to compute rate, ratio, and percent and to draw and interpret bar graphs

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume

Ability to understand and follow work rules and procedures

Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form

Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions

Ability to work independently and to carry out assignments to completion within parameters of instructions given, prescribed routines, and standard accepted practices

Ability to interact well with others and be a positive influence on morale of department, dealership and organization

Two to three year's related experience and/or training; or equivalent combination of education and experience

Excellent communication skills

Ability to read and comprehend simple instructions, short correspondence, and memos prepared in English

Ability to write simple correspondence

Ability to comprehend complex directions provided in English to physical locations

Ability to effectively present information in English one-on-one and in small group situations to customers, vendors, clients, and other employees of the organization

Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals

Preferred

Secondary education in Accounting or Finance or equivalent; and three to five years related experience and/or training; or equivalent combination of education and experience