Automotive Finance (F&I) Consultant

What you'll do:

As an F&I Consultant, you’ll serve as a trusted advisor to dealership clients by:

Conducting onsite F&I compliance audits and deal reviews

Training dealership teams on state and federal compliance

Building strong relationships with dealer partners

Helping dealerships reduce risk and improve operational compliance

Advising on Advertising, Sales, and Finance regulations

In the first 60 days you will:

Shadow our current consultants and learn the process on how to properly conduct a KPA Sales and Finance Compliance Audit.

Learn the Vera Suite system thoroughly and learn to use the mobile application in the field.

Attended multiple in-person meetings and webinars on KPA's Sales and Finance Compliance software product.

Inherit a customer service base and quickly establish relationships with Mangers and Management teams across many different dealerships.

Complete new hire orientation training and pass a test on F&I compliance to become fully operational as a KPA F&I Consultant.

In the first 6 months you will:

Establish and demonstrate exceptional industry and regulatory knowledge through onsite field audits, employee training, and regulatory interaction with clients.

Organize your client visit schedule to maximize travel efficiency based on local and distant client groupings and service frequency.

Assist with and/or prepare various compliance documentation as needed.

By the end of  your first year you will:

Help communicate and implement sales and finance management compliance systems.

Support the ongoing growth of the company by providing exceptional customer service, documenting and submitting 20 referrals or sales leads per year to your area Account Executive.

Be responsible for promoting productive relationships with dealer group management for KPA clients and State Dealer Association Management.

Perform your first in-person presentation to our district on the ever-changing Compliance responsibilities for a dealership and how our product line is crucial for maintaining compliance.

Success Criteria:

Effective communication skills, in-person, in writing, and by phone.
Professional, collaborative, and persuasive when interacting with clients.
Successfully work in a self-directed environment, combining both the independence of working from a home office while professionally representing KPA in the field with clients.
Interest and aptitude in learning Federal and State-specific regulations imposed on the automotive dealership industry.
Ability to manage accounts efficiently and document all activities in our CRM platform (Salesforce).
Performs other duties and fulfills other responsibilities, as assigned.

Qualifications:

5+ years of automotive dealership experience in F&I, sales compliance, accounting, or dealership operations
Strong understanding of dealership compliance and regulations
Excellent communication and relationship-building skills
Self-motivated and comfortable working independently
Comfortable with travel throughout the assigned territory
Demonstrated integrity and ability to foster a strong compliance culture
Strong organizational, time management, and multitasking abilities
Ability to quickly learn and adapt to new technology platforms and mobile applications
Proficiency with Microsoft Word, Outlook, PowerPoint, and mobile devices

Physical Requirements:

Physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Active driver’s license and insurance as required by law.
Reliable transportation and ability to drive between client visits, typically 4 days per week. Driving time per day varies according to geography and scheduling.
Ability to lift up to 20 pounds.
Ability to stand on feet a minimum of 6 hours per day.
Ability to sufficiently receive audio signals to proceed with caution around heavy machinery, vehicles and other warning noises to ensure safety.
Ability to perceive sounds at normal speaking levels, with or without correction, and the ability to receive detailed information through oral communication and to make discriminations in sound.
Ability to see, recognize, and respond to potentially dangerous situations
Ability to physically move in manners such as bending, crouching, reaching, and pushing/pulling items up to 20 pounds
Ability to stay overnight in a hotel a total multiple weeks per quarter and fly on an airplane domestically. 

Location and Travel Expectations:

• This role is based from your home office with daily dealership visits throughout the territory. This position will be based out of the San Diego Area (Kearney Mesa, El Mesa, Spring Valley, El Cajon, or nearby location highly preferred). 
• The territory for this position covers San Diego, Imperial Valley and Inland Empire.
• Overnight travel may average approximately 10 nights per quarter.