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Finance & Insurance Lead - Path
Job in
Parkview Trailer Court, Wasatch County, Utah, USA
Listed on 2026-07-23
Listing for:
Workstream
Full Time
position Listed on 2026-07-23
Job specializations:
-
Finance & Banking
Financial Sales, Insurance Sales, Banking & Finance
Job Description & How to Apply Below
Location: Parkview Trailer Court
Workstream is seeking a Finance and Insurance Lead to manage F&I processes and ensure compliant, efficient funding for customer contracts. You will transition customers from Sales to Finance, build trust with clients and teammates, and present clear financing options.
The role demands consultative interviewing, compliance with state and federal regulations, and a drive to exceed CSI and sales goals. A supportive, family-centered culture with advancement opportunities awaits.
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