Finance Advisor jobs in United States
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AUTOPAY · 1 day ago

Finance Advisor

AUTOPAY is a FinTech company that provides innovative financial solutions for vehicle financing. The Finance Advisor role involves assisting customers with purchasing, financing, and refinancing vehicles while promoting aftermarket products to protect their investments.

FinanceFinancial ServicesMarketplace

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

Finance experienceAutomotive sales experienceCommunication skillsCustomer service skillsProficient in MS OfficeResults drivenOrganizational skillsTime management skillsSelf-starter

Required

Education: bachelor's degree or equivalent experience
Experience: 2+ years of direct finance experience preferred but not required
Experience: 2+ years of automotive sales experience preferred but not required
Language/Communication/Interpersonal: 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
Customer Service: Excellent Customer Service and follow-up skills
Technical: Proficient in MS Office (Word, Excel, Outlook)

Benefits

1-week of training
Paid time off and paid holidays
401K with company match
Health, dental, vision, life and disability insurance options

Company

AUTOPAY

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AUTOPAY is a lender marketplace specializing in auto refinance and new purchase finance.

Funding

Current Stage
Growth Stage
Total Funding
$6.53M
Key Investors
FM Capital
2021-07-19Acquired
2017-02-08Series A
2015-07-06Seed· $0.19M

Leadership Team

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Seth Meyer
Co-Founder and Co-CEO
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David Hornick
Chief Technology Officer
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Company data provided by crunchbase