The Savings Group · 1 day ago
Finance Advisor
United States
Full-time
Onsite
Entry, Mid Level
$55K/yr - $75K/yr
2+ years expThe Savings Group is an innovative FinTech company that is powering finance in the age of mobility. The Finance Advisor is responsible for assisting customers with purchasing, financing, and refinancing vehicles, as well as offering after-market products to protect their investments.
Financial Services
Responsibilities
Understand and demonstrate the principles of The Savings Group’s Mission, Vision, and Values
Promote our lending services and offer financing/purchasing options to customers
Obtain vehicle payoff amounts, taxes, and payment details
Assist customers with completing credit applications
Submit credit applications to partner lending institutions who can best meet customer requirements
Provide customers with lender option(s) and rates and assist them with the selection process
Promote and offer aftermarket products to all clients (e.g., extended service contracts, gap protection, tire and wheel protection) to protect their investment
Review paperwork (loan details and aftermarket product selections) with customers
Manage vehicle financing leads to ensure customer and lender satisfaction
Provide excellent customer service by providing prompt, informed, professional, and accurate service, and support
Troubleshoot and resolve customer concerns in a timely, friendly, and accurate manner
Consistently meet department sales, service and quality standards that promote customer satisfaction and company growth
Ensure appropriate records are maintained and required reports are prepared
Perform other job duties as assigned
Qualification
Required
Education: bachelor's degree or equivalent experience
Excellent verbal and written English communication skills with ability to effectively communicate and sell over the phone
Results driven, highly motivated, self-starter
Strong organizational and time management skills
Excellent Customer Service and follow-up skills
Proficient in MS Office (Word, Excel, Outlook)
Preferred
2+ years of direct finance experience preferred but not required
2+ years of automotive sales experience preferred but not required
Benefits
1-week of training
Paid time off and paid holidays
401K with company match
Health, dental, vision, life and disability insurance options
Company
The Savings Group
The Savings Group is the most diversified consumer marketplace for automotive finance, refinance, and protection plans.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Jeff Hutcheson
Co-Founder and Co-CEO
Recent News
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