Automotive Finance & Insurance Consultant

About the role

The Finance & Insurance Consultant will play a crucial role in developing and maintaining strong relationships with clients to establish and demonstrate exceptional industry and regulatory knowledge through onsite field audits, deal jacket reviews, and employee trainings. The objective of the consultant is to help minimize risk and increase profitability for the client.

This is an opportunity for a Finance Manager or Director looking for a change of scenery while staying involved in the automotive industry. F&I Consultants play an important role in helping dealership clients maintain compliance.

This is a remote position based out of the employee's home office, requiring frequent visits to clients within the territory, including overnight travel. The position will be based out of the San Francisco area, servicing Fremont, San Jose, and Berkeley areas.

Responsibilities

• In the first 60 days:
  • Shadow current consultants and learn the process for properly conducting a KPA Sales and Finance Compliance Audit.
  • Learn the Vera Suite system thoroughly and learn to use the mobile application in the field.
  • Attend multiple in-person meetings and webinars on KPA's Sales and Finance Compliance software product.
  • Inherit a customer service base and quickly establish relationships with Managers and Management teams across many different dealerships.
  • Complete new hire orientation training and pass a test on F&I compliance to become fully operational as a KPA F&I Consultant.
• In the first 6 months:
  • Establish and demonstrate exceptional industry and regulatory knowledge through onsite field audits, employee training, and regulatory interaction with clients.
  • Organize the client visit schedule to maximize travel efficiency based on local and distant client groupings and service frequency.
  • Assist with and/or prepare various compliance documentation as needed.
• By the end of the first year:
  • Help communicate and implement sales and finance management compliance systems.
  • Support the ongoing growth of the company by providing exceptional customer service and documenting and submitting 20 referrals or sales leads per year to the area Account Executive.
  • Promote productive relationships with dealer group management for KPA clients and State Dealer Association Management.
  • Perform the first in-person presentation to the district on the ever-changing Compliance responsibilities for a dealership and how the product line is crucial for maintaining compliance.
• Success criteria:
  • Effective communication skills, in-person, in writing, and by phone.
  • Professional, collaborative, and persuasive when interacting with clients.
  • Successfully work in a self-directed environment, combining the independence of working from a home office while professionally representing KPA in the field with clients.
  • Interest and aptitude in learning Federal and State-specific regulations imposed on the automotive dealership industry.
  • Ability to manage accounts efficiently and document all activities in the CRM platform (Salesforce).
  • Perform other duties and fulfill other responsibilities, as assigned.
• Location and travel expectations:
  • This is a remote position based out of the employee's home office, requiring frequent visits to clients within the territory, including overnight travel. The position will be based out of the San Francisco area, servicing Fremont, San Jose, and Berkeley areas.
  • Travel expectations: roughly 3-4 nights per quarter overnight in a hotel; air travel 2-4 times per year; day-to-day travel to and from Auto Dealerships.
  • Client list and visit locations are subject to change; therefore, flexibility of the consultant is necessary. Coverage for other regions may be expected.

Requirements

• 5+ years working in a position that oversees Finance & Insurance regulations at an automotive dealership required. Deep knowledge in Finance and Sales regulations and compliance is a must.
• Ability to stay current with legal/regulatory and compliance trends, incorporating new information into KPA policies and procedures.
• Ability to identify and analyze complex issues and evaluate their broader implications for the business.
• Ability to interact with clients at all levels, providing timely practical advice and solutions. Strong communication skills both in-person and in writing are required.
• Ability to work independently, exercise good judgment, and take ownership of issues and matters to their successful conclusion.
• Demonstrated integrity and ability to foster a compliance culture.
• Strong ability to multi-task and quickly shift priorities.
• Excellent organizational and time management skills.
• Ability to navigate and learn new platforms and technology quickly and effectively. The ideal candidate will be proficient in Microsoft Word, Outlook, and PowerPoint, and will be proficient and comfortable using mobile devices.
• Active driver's license and ability to drive between client visits, typically 4 days per week. Driving time per day varies according to geography and scheduling.
• Ability to lift up to 20 pounds.
• Ability to stand on feet a minimum of 6 hours per day.
• Ability to sufficiently receive audio signals to proceed with caution around heavy machinery, vehicles and other warning noises to ensure safety.
• Ability to perceive sounds at normal speaking levels, with or without correction, and the ability to receive detailed information through oral communication and to make discriminations in sound.
• Ability to see, recognize, and respond to potentially dangerous situations.
• Ability to physically move in manners such as bending, crouching, reaching, and pushing/pulling items up to 20 pounds.
• Ability to stay overnight in a hotel a total multiple weeks per quarter.

Benefits

• Base salary: $85,000 - $95,000 a year. In addition to the base salary, this position is eligible for a quarterly bonus plan, estimated at an additional $10k annually.
• KPA supports its employees with a full benefits package including Medical, Dental, Vision, Flexible Spending Accounts, PTO, Paid and Floating Holidays, 401k with Company match and immediate vesting, Company-funded Life Insurance, Employee Assistance Programs, and No-cost Mental Health Benefits.
• KPA is dedicated to building a diverse, inclusive, and authentic workplace. Studies have shown some people are less likely to apply unless they meet every requirement. If you're excited about the role but your past experience doesn't align perfectly with every qualification, KPA still encourages you to apply. You might just be the right candidate for this or other roles.
• If you need assistance or an accommodation due to a disability, you may contact KPA at hr@kpa.io.