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Protective Life

Life insurance, retirement planning, practice management

Regional Finance & Insurance Performance Manager

Account ManagementConfirmed live in the last 24 hours
Full-timeCarson City, NV, USA$12k - $16k /mo

About the Job

Requirements

  • Experience as a Finance and Insurance Manager or F&I Director within an automotive dealership is 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.
  • Two to four years of related experience and/or training.
  • Valid driver's license.
  • Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, and governmental regulations; author reports, business correspondence, and procedure manuals; and present information and respond to questions from groups of managers, clients, customers, and the public.
  • Ability to calculate discounts, interest, commissions, proportions, percentages, area, circumference, and volume, and apply basic algebra and geometry.
  • Ability to apply common-sense understanding to instructions in written, oral, or diagram form and deal with problems involving several concrete variables in standardized situations.
  • Knowledge of word processing, spreadsheet, internet, order processing, project management, database, and contract management software.
  • Oral and written communication, sales technique, customer relations and service, technical communications, math aptitude, negotiation, organizational, presentation, reading, and time-management skills, professionalism, and ability to follow procedure manuals.
  • Ability to travel consistently and regularly to established dealership partners within Nevada.

Responsibilities

  • Increase business at dealerships through training, production monitoring, and analysis of dealership Finance and Insurance product sales.
  • Create and deliver training and related services on behalf of the company by traveling to client locations.
  • Create and develop sales strategy plans to increase dealer profitability using industry knowledge and expertise in the finance and insurance business.
  • Advise dealer Finance and Insurance personnel on techniques that ensure compliance with customers throughout the sales process.
  • Create action plans to increase dealership profits through coordinated training plans, group and individual training, production reviews against goals, and recommendations on product enhancements.
  • Oversee monthly production by communicating regularly with dealer principals, general managers, and finance directors about production and plans, and advise on strategies to increase and improve dealership profits.
  • Provide ongoing service to dealership accounts by promoting and training on products; create and recommend effective training on product benefits and features.
  • Provide clients with details about available products, warranty procedures, and other appropriate information.
  • Receive and resolve client inquiries, perform follow-up, provide product pricing and new-product information, receive feedback about products and services, and make changes to achieve company goals.
  • Determine courses of action for dealership and dealership-customer complaints and resolve significant disputes by comparing and considering options.
  • Create and implement dealership sales practices based on research and analysis, including financial incentives for products that may significantly affect compensation for Finance and Insurance personnel and dealer principals.
  • Formulate dealership procedures to increase Finance and Insurance department profits while maintaining compliance with state and federal laws and dealer-principal directives.
  • Meet monthly with Finance Concepts executive management to review accounts and advise how dealerships should be approached to increase revenue; notify management of problems and corrective actions taken.
  • Recommend incentives for Finance and Insurance pay plans and implement sales goals to exceed profit targets.
  • Report competitive information to executive management by analyzing monthly reports and monitoring dealership production.
  • Negotiate and set pricing on certain Walkaway products, such as AUL or Warranty Solutions, with new dealership clients the employee introduces.
  • Oversee and implement monthly production meetings and training activities by presenting dealership production information related to company products and services; communicate and monitor each dealership's product directive to support profitability for dealers and Finance Concepts.
  • Understand, support, and enforce company sales policies and procedures, provide effective client service, and foster long-term business relationships.
  • Use finance and insurance industry and company-product knowledge to make high-level decisions about client needs and recommend appropriate solutions.
  • Perform other duties as assigned.

About the Company

Protective Life

Life insurance, retirement planning, practice management

Protective Life offers life insurance, retirement planning, and practice management tools to help individuals protect assets and plan for the future. Its products work through multiple channels: life insurance policies for individuals, retirement guides and planning services, and subscription-based practice management software used by financial advisors and insurance agents. The company distributes policies and services via B2B partnerships with advisors and directly to consumers online. It differentiates itself with strong customer service and educational resources, plus training and support for financial professionals to help them serve clients effectively. The goal is to help clients achieve financial security and peace of mind by combining protection, planning, and professional support.

Company size
1,001-5,000
Company stage
IPO
Headquarters
Homewood, AL
Founded
1842

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