Job Description
The F&I Development Specialist will build and maintain solid relationships with Vanguard Dealer Services accounts by using consultative sales skills to identify needs and deliver results.
Duties & Responsibilities within the finance department include but are not limited to the following:
Responsibilities
- Develop a consultant relationship with Dealer Principal and senior dealership management
- Train, educate, and motivate all Business Managers in F&I within an assigned territory
- Effectively manage your assigned territory to drive F&I growth
- Implement all Program initiatives and processes within requested timeframes
- Maintain, create and execute account development business plans
- Effectively communicate in writing to Vanguard management and dealership management on a regular basis
- Constantly evaluate performance vs. expectations
- Ensure sales, market and competitive information is recorded and reported daily in Hubspot
- Install and Complete in-dealership activities(processes), assignments and demonstrations as outlined in the Development Post-Installation Activities Manual
- Document performance of installed dealerships to pro-forma goals and report the results to the General Regional Manager and VP
- Provide “hands-on, show me” F&I training for key personnel at targeted dealerships
- Provide any additional requested feedback to management
- Provide dealer support on holidays and weekends when needed as a consultant or business manager
- Ensure sales, market and competitive information is recorded and reported as needed
- Visit all potential customers in specified territories, access opportunity, uncover objections, increase brand awareness, facilitate dealership relationships, problem solve
- Record data uncovered for each visit in Hubspot
- Utilize Hubspot CRM tool to effectively manage time to produce the best outcome
- Attend trade shows and networking events to help drive sales and promote brand awareness
- Assist VP and all Field Reps and other accounts with issues or concerns, and assist placing orders
- Leading and reaching goals on gross production and product penetration of financial products
- Manage appropriately schedules and events
- Ensures that all organizational activities and operations are carried out in compliance with organizational guidelines, local, state, federal regulations and laws governing business operations
- Have a true commitment to satisfying and retaining clients
- Support and maintain effective communication with team members and management staff
- Perform proactive meetings in dealerships
- Sales manager and salespeople training to maximize revenue for the company
- Partner with the D.P. as a compliance and revenue generating expert and follow up consistently to ensure accountability for department goals
- Demonstrates behaviors consistent with the company’s values in all interactions with customers, co-workers and vendors