The Boat House Group · 3 months ago
Finance and Insurance Business Manager
Lake Geneva, WI
Contract
Onsite
Mid LevelThe Boat House Group is dedicated to crafting seamless experiences in the boating industry, and they are seeking an F & I Business Manager to enhance their sales experience. The role involves providing financial services to customers, maximizing sales and profitability, and ensuring ethical sales practices while leading continuous improvement initiatives.
Manufacturing
Responsibilities
Provide best-in-industry financial services to prospective and existing customer to support their purchasing, insuring and refinancing their boats and yachts
Maximize sales and profitability using Boat House tools products and services
Be the compass for ethical sales practices, enhanced employee engagement, and effective decision-making in alignment with Mgmt., Sales and admin teams
Steer the course of continuous improvement, leading to enhanced job satisfaction, increased productivity, and alignment with Boat House priorities
Captain the ship by implementing and communicating processes that drive desired outcomes of efficiency and financial accuracy
Identify customer finance and insurance needs through great customer interactions
Prepare sales presentations of TBHG financial services and products
Work with TBHG group of lenders and insurance partners to establish best outcome possible
Navigate through professional written and verbal skills
Efficiently share opinions and processes with all employee levels
Maintain the course with scheduled processes and adequate staffing structures for financial maintenance
Keep a tight ship by maintaining organized records of all transactions, documents, and customer information
Adhere to record-keeping requirements for compliance and future reference
Chart the course with the ability to analyze and resolve complex issues during the sales and financing process
Find creative solutions to meet customer needs and navigate potential roadblocks
Expertly review and understand contracts, ensuring they meet legal and regulatory requirements
Navigate through industry-specific compliance regulations
Understand the sales process, from prospecting to closing deals
Understand the core services and products offered through TBHG finance office
Prepare sales presentation of all THBG finance, Insurance, and product protection programs
Qualification
Required
Finance/insurance sales background
Strong sales and advisory skills
Ability to identify customer finance and insurance needs through great customer interactions
Ability to prepare sales presentations of TBHG financial services and products
Ability to work with TBHG group of lenders and insurance partners to establish best outcome possible
Professional written and verbal communication skills
Ability to efficiently share opinions and processes with all employee levels
Ability to maintain scheduled processes and adequate staffing structures for financial maintenance
Ability to maintain organized records of all transactions, documents, and customer information
Adherence to record-keeping requirements for compliance and future reference
Ability to analyze and resolve complex issues during the sales and financing process
Ability to find creative solutions to meet customer needs and navigate potential roadblocks
Ability to review and understand contracts, ensuring they meet legal and regulatory requirements
Understanding of industry-specific compliance regulations
Understanding of the sales process, from prospecting to closing deals
Understanding of the core services and products offered through TBHG finance office
Ability to prepare sales presentation of all THBG finance, Insurance, and product protection programs
Company
The Boat House Group
The Boat House is a family-owned multi-store boat dealer & marine services provider that has been serving its local boating communities across the Midwest and Florida for over 30 years.
201-500 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase