Financial Services Producer

9505 W. 67th St, Merriam, Kansas 66203

Responsible for coordinating the sale of finance and insurance programs to customers. The Financial Services Producer works with lenders and financial institutions to provide financial services to dealership customers.

This job has no direct supervisory responsibilities.

Sells financing and insurance to customers.

Responsible for the attainment and gross production of financial services’ goals and objectives.

Reviews customer credit applications.

Presents extended service contracts and other owner protection programs available to customers.

Assesses profitability to dealership of financing arrangements

Utilizes the menu selling process.

Ensures necessary documentation for each deal is complete by utilizing a deal checklist.

Works closely with sales team, maintains effective employee relations

Maintains AFIP Certification.

Acts as liaison between the customer and the lending institution.

Ensures adherence to F&A reporting requirements of company.

Attends weekly manager meetings.

Maintains CSI at or above Company standards

Maintains an organized, clean and safe work area

Participates in required training

Records all hours worked accurately in company timekeeping system

Follows Safeguards rules and regulations.

Demonstrates the Company’s Core Values

Complies with Company policies and procedures

Observes all Federal, State, Local and Company safety rules and regulations in the performance of duties.

Other duties as assigned.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with medical conditions to perform the essential functions.

• o GED
• o High School Diploma
• o Associate Degree
• √ Bachelor Degree
• o Master Degree
• o Doctorate Degree

• o Accounting
• √ Automotive
• √ Business
• o Human Resources
• o Information Technology

• o up to 3 years
• √ 3-5 years
• o 5+ years

• √ Valid Driver’s License
• o Automobile Salesperson License
• √ AFIP Certification

Advanced knowledge of Microsoft Office products.

Advanced ability to operate Finance and Insurance portion of Dealer Management System.

Ability to understand and follow instructions.

Ability to communicate effectively with customers and company personnel.

Strong interpersonal and persuasive selling skills.

The position requires regular and predictable attendance. Scheduled shifts may include evening hours, weekends, and holidays.

While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk; and sit. Must be able to lift up to 5 pounds.

Duties are performed primarily in finance and insurance and sales areas. Considerable time spent on the phone and at a computer. Work involves frequent customer contact and interaction with lending institutions.

Ability to read and comprehend instructions, correspondence, and memos. Ability to effectively present information in one-on-one and small group situations to customers and other employees.

Ability to add, subtract, multiply and divide.

Knowledge of bank and insurance terminology and procedures. Ability to review and process sales contracts and finance documents.

• Servant Leadership Servant Leaders consciously put the needs of others before their own, because to serve people is to value them.
• Teamwork…