Financial Services Consultant

Posted 2 Days Ago
Be an Early Applicant
Santa Ana, CA, USA
In-Office
Mid level
Automotive • Retail • Transportation
The Role
Sells vehicle finance products and services ethically, complies with applicable regulations, processes financial data, supports management analysis, communicates with customers and employees, and may provide employee training. The role requires working evenings, weekends, and holidays, with frequent standing and walking in a dealership office environment.
Summary Generated by Built In
Preferred Qualifications

Competencies

  • Ability to sell products and services in a professional and ethical manner
  • Ability to understand, keep abreast of, and comply with federal, state, and local regulations that affect the new and used vehicle and finance departments
  • Ability to facilitate and/or conduct technical training to other employees
  • Computer proficient
  • Exceptional communication skills, both oral and written, with the ability to effectively communicate via face-to-face, phone, or by other means of communication
  • Ability to define problems, collect data, establish facts, and draw valid conclusions
  • Ability to process data and organize it for management analysis
  • Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals
  • Ability to compute rate, ratio, and percent and to draw and interpret bar graphs
  • Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume
  • Ability to understand and follow work rules and procedures
  • Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form
  • Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions
  • Ability to work independently and to carry out assignments to completion within parameters of instructions given, prescribed routines, and standard accepted practices
  • Ability to interact well with others and be a positive influence on morale of department, dealership, and organization

Supervisory Responsibility
N/A

Work Environment/Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
Light Work- lifting no more than 20 pounds at a time and/or frequent lifting or carrying of objects weighing up to 10 pounds
This position requires a good deal of walking or standing, or this position could involves sitting most of the time with some pushing and pulling of arm or leg controls
This position requires the ability to climb, push, pull, stoop, kneel, reach, grasp
This position involves repetitive motion
This position requires the ability to talk and hear
This position is primarily located in an office environment, with heating and air conditioning

Position Type/Expected Hours of Work
Works evenings, weekends, and holidays as required.

Required Education and Experience
Associate's degree (A.A.) or equivalent; and two to three year's related experience and/or training; or equivalent combination of education and experience.

Preferred Education and Experience
Bachelor's degree in Business, Account or Finance or equivalent; and three to five years related experience and/or training; or equivalent combination of education and experience

Additional Eligibility Qualifications (Certification/Licenses/Registrations)
AFIP Certification is preferred but not required

Skills Required

  • Associate's degree or equivalent
  • Two to three years of related experience and/or training, or equivalent combination of education and experience
  • Ability to sell products and services professionally and ethically
  • Ability to understand and comply with federal, state, and local regulations affecting vehicle and finance departments
  • Computer proficiency
  • Exceptional oral and written communication skills
  • Ability to analyze data, establish facts, and draw valid conclusions
  • Ability to calculate rates, ratios, percentages, interest, commissions, discounts, and other financial figures
  • Ability to follow work rules, procedures, and detailed instructions
  • Ability to work independently and complete assignments
  • Ability to work evenings, weekends, and holidays as required
  • Bachelor's degree in Business, Accounting, or Finance or equivalent
  • Three to five years of related experience and/or training
  • AFIP Certification
  • Ability to facilitate or conduct technical training for employees

Penske Automotive Group Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Penske Automotive Group and has not been reviewed or approved by Penske Automotive Group.

  • Healthcare Strength — Comprehensive medical, dental, and voluntary vision coverage are paired with prescription drug plans and 24/7 telemedicine. HSA and FSA options, including HSA contributions, support flexible healthcare spending.
  • Retirement Support — A 401(k) plan with a company match is advertised alongside company-paid basic life insurance and disability coverage. These offerings strengthen long-term financial security for full-time employees.
  • Leave & Time Off Breadth — Paid vacation, holiday, and sick time are included, and some administrative roles note stable weekday hours that support work-life balance. These time-off provisions are complemented by broader workplace perks like employee discounts.

Penske Automotive Group Insights

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The Company
HQ: Bloomfield Hills, MI
15,141 Employees

What We Do

Penske Automotive Group (PAG) is an industry-leading transportation services company that operates more than 350 automotive retail and service locations. The company focuses on the sale and service of vehicles, providing a wide network of professional automotive care. They are committed to workforce diversity and offer various career pathways in sales, management, customer service, and automotive repair and services.

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