Regional Finance & Insurance Manager

The work we do has an impact on millions of lives, and you can be a part of it.

We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most.

The Regional F&I Performance Manager (Production Development Manager) is responsible for increasing business at dealerships through training, monitoring production, and analyzing dealership Finance and Insurance product sales. Creates and performs training and other related services on behalf of the company by traveling to its clientele locations.

Experience as a Finance & Insurance Manager or F&I Director within an automotive dealership (required)

Demonstrated success in increasing F&I production, profitability, product penetration, and compliance performance

Strong working knowledge of dealership operations, lender relationships, menu selling, and regulatory compliance requirements

This position does require consistent and regular travel as required to service our set of established Dealership Partners within the Southwest region of California.

• Creates and develops sales strategy plans to increase dealer profitability by using industry knowledge and expertise in the finance and insurance business.
• Through knowledge, expertise, and assessment of the sales process, advises Dealer Finance and Insurance Personnel on techniques that ensure finance and insurance compliance with all customers.
• Creates action plans to increase business dealership profits through coordinated training plans, group, and individual specific training, reviewing production with dealership personnel in comparison with set goals, and provides recommendations on product enhancements.
• Oversees month to month production, by communizing with dealer principals, general managers, and finance directors on a regular basis regarding monthly production and plans by advising on strategies to increase and improve dealership profits where needed.
• Provides on-going service to Finance Concepts’ dealership accounts by promoting and training on products in a professional manner. Creates and recommends most effective training on product benefits and features.
• Provides clients with details regarding all products available, warranty procedures and additional details as appropriate.
• Receives and resolves client inquiries, performs follow-up procedures, provides product pricing and new product information, and receives feedback regarding Finance Concepts’ products and services and makes necessary changes to achieve the company goals.
• Using expertise knowledge in the finance industry, formulate best courses of action to handle dealership and dealership customer complaints; and have the authority to resolve disputes with regards to matters of significance. Compare and consider all options to address client issues or concerns.
• Other duties as assigned.

• Creates and implements sales practices for each dealership based on research and analysis, using expertise knowledge and understanding of the Finance and Insurance business. These include financial incentives for certain products that could have significant impact on the compensation for Finance and Insurance personnel, as well as the dealer principal.
• Formulates procedures within dealerships to increase profit in the Finance and Insurance department, while maintaining compliance with state and Federal laws and the dealer principal’s directive.
• Meets with Finance Concepts Executive Management team monthly to review their accounts, provide advice on how their dealerships should be approached to increase business revenue. Notifies management of problems and corrective actions taken.
• Thorough significant input provides recommendations on how to incentivize Finance and Insurance pay plans and implement sales goals to exceed sales profits.
• Reports competitive information to executive level management by analyzing various monthly reports and monitoring dealership production.
• Negotiates and…