Finance and Insurance Business Manager

Location: Sister Bay

Join the Boat House Team as an F & I Business Manager!

At The Boat House, 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 enhance our sales experience. We're seeking career-minded candidates with a finance/insurance sales background and a drive to excel in the industry.

Your Mission:

• Provide top-tier financial services to support customers in purchasing, insuring, and refinancing their boats and yachts.
• Maximize sales and profitability using Boat House tools, products, and services.
• Promote ethical sales practices, employee engagement, and effective decision-making aligned with management, sales, and admin teams.
• Lead continuous improvement initiatives to boost job satisfaction, productivity, and alignment with Boat House priorities.
• Implement and communicate processes that enhance efficiency and financial accuracy.

Your Skill Set:

Sales and Advisory

Skills:

• Identify customer finance and insurance needs through excellent interactions.
• Prepare sales presentations of TBHG financial services and products.
• Collaborate with TBHG lenders and insurance partners for optimal outcomes.

Communication, Organization, Management:

• Communicate effectively in written and verbal formats.
• Share opinions and processes clearly with all employee levels.
• Maintain scheduled processes and adequate staffing for financial tasks.

Record Retention and Organization:

• Keep organized records of transactions, documents, and customer information.
• Ensure compliance with record-keeping requirements.

Problem-Solving

Skills:

• Analyze and resolve complex issues during sales and financing.
• Develop creative solutions to meet customer needs and overcome obstacles.

Contract Review and Compliance:

• Review contracts to ensure legal and regulatory compliance.
• Navigate industry-specific regulations effectively.

F&I Sales Knowledge:

• Understand the sales process from prospecting to closing.
• Know the core services and products offered through TBHG finance office.
• Prepare sales presentations for all TBHG finance, insurance, and product protection programs.

Our Core Values:

• Do The Right Thing: Prioritize ethics and compliance.
• Respect: Show courtesy and professionalism.
• Customer Focused: Meet customer needs.
• Positive Energy: Foster a positive work environment.
• Team Players: Collaborate for success.

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

Ready to embark on this exciting journey? Drop anchor and apply now!

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

The Boat House is a drug-free workplace. Employment is contingent upon passing a drug and alcohol screening and supporting a drug-free environment.

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