Regional Finance & Insurance Performance Manager

This is a fully remote position, open to applicants in California.

📋 Description

• Drive business growth at dealerships by providing training, monitoring production, and analyzing Finance and Insurance product sales.

• Develop and implement strategic sales plans aimed at enhancing dealer profitability.

• Offer guidance to Dealer Finance and Insurance teams on techniques to ensure compliance across all customer interactions.

• Establish action plans through collaborative group and individual training, production evaluations, and product improvement suggestions.

• Supervise monthly production metrics and counsel dealer principals, general managers, and finance directors on profit improvement strategies.

• Deliver ongoing support to dealership accounts by promoting and training on various products.

• Supply clients with comprehensive product information, warranty procedures, pricing details, and updates on new product offerings.

• Address and resolve client inquiries, complaints, disputes, and concerns while ensuring follow-up procedures are in place.

• Design and implement dealership-specific sales methodologies and financial incentive programs.

• Develop dealership protocols to enhance Finance and Insurance department profitability while ensuring legal compliance.

• Conduct monthly meetings with Executive Management to review accounts, suggest strategies, and report on challenges and corrective measures.

• Propose incentives for Finance and Insurance pay plans and establish sales objectives.

• Gather competitive intelligence by analyzing monthly reports and monitoring dealership performance.

• Negotiate and determine pricing for specific Walkaway products with new dealership clients.

• Facilitate monthly production meetings and training sessions.

• Communicate and oversee the product directives for each dealership.

• Uphold and enforce company sales policies and procedures while fostering long-term client relationships.

• Evaluate client needs and provide recommendations based on expertise in the Finance and Insurance industry and company products.

⛳️ Requirements

• Proven experience as a Finance & Insurance Manager or F&I Director in an automotive dealership (required).

• Documented success in enhancing F&I production, profitability, product penetration, and compliance metrics.

• In-depth knowledge of dealership operations, lender relations, menu selling, and regulatory compliance standards.

• Willingness to travel consistently and regularly within the state of California.

• Proficient in reading, analyzing, and interpreting business publications, professional journals, technical documents, and government regulations.

• Capable of writing reports, business correspondence, and procedural manuals.

• Able to present information effectively and respond to inquiries from managers, clients, customers, and the public.

• Competent in calculating discounts, interest, commissions, proportions, percentages, area, circumference, and volume.

• Proficient in applying basic algebra and geometry.

• Able to implement common-sense understanding to written, oral, or diagrammatic instructions.

• Skilled in addressing problems involving multiple concrete variables in standardized situations.

• Familiar with word processing, spreadsheet, internet, order processing, project management, database, and contract management software.

• Two to four years of related experience and/or training.

• Valid driver's license is required.

• Strong oral and written communication skills.

• Proficient in sales techniques, customer relations, and customer service skills.

• Capable of technical communication.

• Possess math aptitude.

• Strong negotiation skills.

• Excellent organizational and time management abilities.

• Effective presentation skills.

• Ability to adhere to procedural manuals.

• Capable of regular driving and occasional lifting/moving of 15 to 20 pounds.

🏝️ Benefits

• Comprehensive health, dental, and vision insurance.

• Mental health benefits.

• Employee assistance program.

• Paid time off.

• Paid parental leave.

• Short-term disability coverage.

• Cultural observance days.

• Contributions to healthcare accounts.

• Pension plan.

• 401(k) plan with company matching.

• ProHealth Rewards wellbeing platform with cash rewards.