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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-timeCalifornia, USA$12k - $16k /mo

About the Job

Requirements

  • Experience as a Finance and Insurance Manager or Finance and Insurance Director within an automotive dealership is required.
  • Demonstrated success in increasing Finance and Insurance production, profitability, product penetration, and compliance performance.
  • Strong working knowledge of dealership operations, lender relationships, menu selling, and regulatory compliance requirements.
  • 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 written, oral, or diagrammatic instructions and solve problems involving several concrete variables in standardized situations.
  • Knowledge of word processing, spreadsheet, internet, order processing, project management, database, and contract management software.
  • Two to four years of related experience and/or training.
  • Valid driver's license.
  • Oral and written communication, sales technique, customer relations, customer service, technical communications, math, negotiation, organizational, presentation, reading, and time-management skills; professionalism; and ability to follow procedure manuals.
  • Ability to drive and occasionally lift or move 15 to 20 pounds.

Responsibilities

  • Create and develop sales strategy plans to increase dealer profitability using industry knowledge and expertise in the finance and insurance business.
  • Advise dealership Finance and Insurance personnel on sales-process techniques that ensure compliance with all customers.
  • Create action plans to increase dealership profits through coordinated group and individual training, reviewing production against goals, and recommending product enhancements.
  • Oversee month-to-month production by regularly communicating with dealer principals, general managers, and finance directors about production and plans, and advising on strategies to improve dealership profits.
  • Provide ongoing service to dealership accounts by promoting and training on products, and recommend effective training on product benefits and features.
  • Provide clients with details about available products, warranty procedures, and other relevant information.
  • Receive and resolve client inquiries, perform follow-up, provide product pricing and new product information, receive feedback on products and services, and make necessary changes to achieve company goals.
  • Use finance-industry expertise to determine appropriate responses to dealership and customer complaints, resolve significant disputes, and compare options for addressing client issues or concerns.
  • Travel regularly to established dealership partners within California to provide training and related services.
  • Create and implement dealership-specific sales practices based on research and analysis, including financial incentives for products that may affect compensation for Finance and Insurance personnel and dealer principals.
  • Formulate dealership procedures to increase Finance and Insurance department profit while maintaining compliance with state and federal laws and dealer-principal directives.
  • Meet monthly with Finance Concepts executive management to review accounts and advise on approaches to increase dealership revenue; notify management of problems and corrective actions taken.
  • Recommend incentives for Finance and Insurance pay plans and implement sales goals to exceed sales-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, present dealership production information related to company products and services, and communicate and monitor each dealership’s product directive to support profitability for both dealerships and Finance Concepts.
  • Understand, support, and enforce company sales policies and procedures to provide effective client service and foster long-term business relationships.
  • Use knowledge of the Finance and Insurance industry and company products and services to assess client needs, make high-level decisions, and recommend appropriate solutions.

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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