Role Description
The Finance and Insurance (F&I) Consultant is responsible for representing HDFS and serving as the trusted business advisor for the H-D dealer network. They will foster and develop new and existing relationships among key stakeholders among their dealers. Within the assigned region, the F&I Consultant will seek to drive established financial and non-financial targets and maximize business opportunities and revenue among:
-
Retail Finance Programs
-
H-D Certified
-
H-D Protection Product suite
-
Commercial Credit
-
Card Products
-
Other products and services
Job Responsibilities include:
-
Complete routine dealer visits, track and review financial sales production, gross profit margin, and assess the needs and opportunities from the dealer’s perspective.
-
Meet with various department personnel to obtain critical information; facilitate debrief meetings with dealership staff, present findings and implement best practices to maximize profit and customer satisfaction.
-
Lead and deliver dealer training as necessary.
-
Analyze sales data and F&I process to identify opportunities and implement best practices to maximize compliance, premium service, and revenue for the dealer through the presentation and sale of F&I products and services.
-
Develop a key understanding of the dealer’s needs as it relates to available products, build a plan for the dealership taking a short- and long-term approach.
-
Act as a subject matter expert for the dealers, mentoring dealership personnel through role-play situational training using sales process and menu presentation techniques.
-
Serve as a resource for the dealer principal, management, and staff to rely on for updated information and training.
-
Acquire additional region and industry knowledge via continuing education and training opportunities as provided by the Company.
-
Act as a liaison between all stakeholders, including finance and insurance product providers, various Company departments, the dealership network, and other liaisons.
-
Protect employee, customer, and corporate information and comply with the law.
-
Must hold a valid driver’s license.
Qualifications
-
High School Diploma or Equivalent Required
-
Bachelors Degree Preferred
-
Minimum of 5 years of related experience.
-
Preferred experience within the OEM, automotive, powersports, or financial services industry.
-
Strong verbal and written communication skills; excellent presentation skills.
-
Ability to negotiate, influence, and decision-making skills is a must.
-
Demonstrated ability to work independently and obtain measurable results without direct supervision.
-
High level of computer skills, familiarity with MS Office suite.
-
Capacity to take the initiative and achieve results in a fast-paced and changing environment.
-
Ability and willingness to travel >75%, with overnights required.
Requirements
-
Must hold a valid driver’s license.
-
Travel Required: More than 75%
-
Visa Sponsorship: This position is not eligible for visa sponsorship or visa transfer.
-
Relocation: This position is eligible for domestic relocation assistance (within posted country).
Benefits
-
Inclusive compensation package for all full-time salaried employees.
-
Annual bonus programs.
-
Health insurance benefits.
-
401k program.
-
Onsite fitness centers and employee stores.
-
Employee discounts on products and accessories.
-
More benefits available.