F&I Risk Management Consultant - Automotive
San Antonio, Bexar County, Texas, 78208, USA
Listed on 2026-01-07
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Business
Business Development
Founded in 1986, KPA is a leading provider of Workforce Compliance software and consulting services. We succeedif our clients can send their employees home at night, having not experienced aworkplaceaccident or injury. The combination of software, consulting, and traininghelpsclients identify, remedy, and prevent workplace safety and compliance problems so they can focus on what’s important – their core business.
Help us help keep people safeand businesses working efficiently. Named as one of Built In Colorado’s Best Places to Work for six years in a row, KPA is made up of talented individuals working together for the greater good. We’re here to help our clients build safe, thriving organizations, and we’re looking for people with a common goal to help us do it.
PositionDescription
The F&I Risk Management Consultant will play a crucial role in developing and maintaining strong relationships with clients to establish and demonstrate exceptional industry and regulatory knowledge through onsite field audits, deal jacket reviews, and employee trainings. The objective of the consultant is to help minimize risk and increase profitability for the client.
The consultant develops and maintains relationships with dealer principals, dealer management, compliance officers, dealer general counsel, and other dealership staff. The position requires a person who is comfortable connecting with clients face-to-face, as well as by phone, e-mail, and virtual video sharing (i.e., Go To Meeting or Zoom).
Functions of the F&I Risk Management Consultant position will grow and change as KPA grows, so it’s a perfect opportunity to join an expanding department at KPA.
LocationWhile this is a remote position based out of the employee’s home office, it will require frequent visits to clients within the territory, including overnight travel estimated around 60-70% of the time. This person will be based out of the San Antonio area and service clients regionally including Western Texas.
First 60 Days- Shadow our teams’ consultants and learn the process on how to properly conduct a KPA Sales and Finance Compliance Audit
- Learn the Vera Suite system thoroughly and learn to use the handheld in the field
- Attended multiple in person meetings and webinars on the Sales and Finance product
- Inherit a customer service base and quickly establish relationships with Mangers and Management teams across many different dealerships.
- Complete new hire orientation training to be fully operational as a KPA F&I Consultant, using KPA technology to perform audits on a handheld device.
- Pass a test on F&I compliance before becoming operational.
- Establish and demonstrate exceptional industry and regulatory knowledge through onsite field audits, employee training, and regulatory interaction
- Organize client visit schedule to maximize travel efficiency based on local and distant client groupings and service frequency
- Assist with and/or prepare various compliance documentation as needed
- Help communicate and implement sales and finance management compliance systems
- Support the ongoing growth of the company by performing exceptional customer service, documenting and submitting 20 referrals or sales leads per year to your area Account Executive
- Be responsible for promoting productive relationships with dealer group management for KPA clients and State Dealer Association Management.
- Perform your first in person presentation to our complete district on the ever-changing Compliance responsibilities for a dealership and how our product line is crucial.
- Effective communication skills, in-person, in writing, and by phone.
- Professional, collaborative, and persuasive when interacting with clients.
- Successfully work in a fast-paced, self-directed, entrepreneurial environment, combining both the independence of working from a home office while professionally representing KPA.
- Interest and aptitude in learning Federal and State-specific regulations imposed on the automotive dealership industry.
- Ability to manage accounts efficiently and document all activities in our CRM platform.
- Performs other duties and fulfills other responsibilities, as…
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