Finance and Insurance Business Manager

Location:

Sister Bay, WI, USA

Employment Type:

Full Time

At The Boat House, we're not just selling boats. We're about crafting seamless experiences and setting sail towards excellence. As an F & I Business Manager, you'll be at the helm of our mission to meticulously enhance and refine our sales experience. We’re looking for career‑minded candidates with a finance/insurance sales background and a drive to push the throttle in the best industry in the world.

• Provide best‑in‑industry financial services to prospective and existing customers to support their purchasing, insuring and refinancing of boats and yachts.
• Maximize sales and profitability using Boat House tools, products and services.
• Be the compass for ethical sales practices, enhanced employee engagement, and effective decision‑making in alignment with Management, Sales and Admin teams.
• Steer the course of continuous improvement, leading to enhanced job satisfaction, increased productivity, and alignment with Boat House priorities.
• Captain the ship by implementing and communicating processes that drive desired outcomes of efficiency and financial accuracy.

• Identify customer finance and insurance needs through great customer interactions.
• Prepare sales presentations of TBHG financial services and products.
• Work with TBHG group of lenders and insurance partners to establish the best outcome possible.

• Navigate through professional written and verbal skills.
• Efficiently share opinions and processes with all employee levels.
• Maintain the course with scheduled processes and adequate staffing structures for financial maintenance.

• Keep a tight ship by maintaining organized records of all transactions, documents, and customer information.
• Adhere to record‑keeping requirements for compliance and future reference.

• Chart the course with the ability to analyze and resolve complex issues during the sales and financing process.
• Find creative solutions to meet customer needs and navigate potential roadblocks.

• Expertly review and understand contracts, ensuring they meet legal and regulatory requirements.
• Navigate through industry‑specific compliance regulations.

• Understand the sales process, from prospecting to closing deals.
• Understand the core services and products offered through TBHG finance office.
• Prepare sales presentation of all THBG finance, insurance, and product protection programs.

• 🌟
  Do The Right Thing
  :
  Prioritize ethics and compliance.
• 🌟
  Respect
  :
  Show courtesy and professionalism to all.
• 🌟
  Customer Focused
  :
  Meet customer needs.
• 🌟
  Positive Energy
  :
  Foster a pleasant work environment.
• 🌟
  Team Players
  :
  Collaborate effectively within the team for success.

The Boat House is an equal opportunity employer. We encourage applications from candidates of all backgrounds and experiences.

Salary:
Base + Commissions
Position:
Business Manager F & I

Ready to embark on this exciting journey with us? Drop anchor and apply now! ⚓🌊