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 a fantastic opportunity if you are a Finance Manager or Director looking for a change of scenery, while staying involved in the automotive industry. Our F&I Consultants play an important role in helping our dealership clients maintain compliance!

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

In the first 60 days you will:

• Shadow our current consultants and learn the process on how to properly conduct a KPA Sales and Finance Compliance Audit.
• Learn the Vera Suite system thoroughly and learn to use the mobile application in the field.
• Attended 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 you will:

• Establish and demonstrate exceptional industry and regulatory knowledge through onsite field audits, employee training, and regulatory interaction with clients.
• Organize your 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 you will:

• Help communicate and implement sales and finance management compliance systems.
• Support the ongoing growth of the company by providing exceptional customer service, documenting and submitting 20 referrals or sales leads per year to your area Account Executive.
• Be responsible for promoting productive relationships with dealer group management for KPA clients and State Dealer Association Management.
• Perform your first in-person presentation to our district on the ever-changing Compliance responsibilities for a dealership and how our product line is crucial for maintaining compliance.

Responsibilities

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 both 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 our CRM platform (Salesforce).
• Performs other duties and fulfills other responsibilities, as assigned.

Requirements

Qualifications:

• 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.

Physical Requirements:

• 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.

Location and Travel Expectations:

While this is a remote position based out of the employee's home office, it will require frequent visits to clients within the territory, including overnight travel. This 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.

Benefits

$85,000 - $95,000 a year In addition the base salary, this position is eligible for a quarterly bonus plan, estimated at an additional $10k annually.

As a growing company KPA values its employees by supporting them 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.

If you need assistance or an accommodation due to a disability, you may contact us at hr@kpa.io.

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