Prospecting: Identifying and developing new business prospects, focusing on providing Finance & Insurance products to large automotive dealers, while also supporting P&C product marketing within the assigned territory.
Relationship Management: Building and maintaining strong relationships with both new and existing customers.
Closing: Managing and growing your assigned territory to achieve profitability and exceed sales targets.
Direct Sales: Conducting sales presentations either in-person or via Microsoft Teams.
Consulting: Collaborating with field team members to ensure seamless implementation of programs and products, while strengthening customer relationships.
Building market share: Working remotely in an entrepreneurial environment.

Bachelor’s degree with 2+ years of experience in dealership finance or sales leadership, or
High school diploma/equivalent with 4+ years of experience in dealership finance or sales leadership.
Must reside within the required territory.
Ideal candidates have outside sales experience and advanced knowledge of the automotive industry, market trends, and competitors.
Extensive experience in retail automotive finance or senior sales management (e.g. GM, GSM, Finance Director, Finance Manager).
Experience in dealership training (1:1, classroom, virtual).
Proficiency in automotive and traditional software/technology.
Knowledge of insurance, reinsurance, and warranty claims processes and F&I products.
Ability to analyze financial statements.
Excellent presentation skills for both small and large groups.

Finance and Insurance Executive

Key skills