Finance Advisor
This is a remote position for candidates. We are currently unable to consider candidates located in the following states: California, Oregon, New York, Illinois, Washington, District of Columbia or Outside the United States.
This position is 100% remote. The hours range with multiple shifts from 7am-8pm Central and includes every Saturday 8am-5pm Central (one day off M-F for a total 5-day work week).
ABOUT US: The Savings Group is an innovative FinTech company that is powering finance in the age of mobility. We function as a virtual Finance & Insurance office, finding our customers the perfect lender for their car loan or refinance. This means we're able to solidify our customers' auto loans prior to going to the dealership, and our marketplace of lenders ensures they get the lowest rate available.
SUMMARY
The Finance Advisor is responsible for assisting customers with purchasing, financing, and refinancing vehicles and offering after-market products (e.g., extended service contracts, gap protection, tire and wheel protection) to protect their investments. Warm leads are provided, no cold calling.
ESSENTIAL DUTIES AND RESPONSIBILITIES include achieving positive results in the following key areas:
- Understand and demonstrate the principles of The Savings Group’s Mission, Vision, and Values.
- Promote our lending services and offer financing/purchasing options to customers.
- Obtain vehicle payoff amounts, taxes, and payment details.
- Assist customers with completing credit applications.
- Submit credit applications to partner lending institutions who can best meet customer requirements.
- Provide customers with lender option(s) and rates and assist them with the selection process.
- Promote and offer aftermarket products to all clients (e.g., extended service contracts, gap protection, tire and wheel protection) to protect their investment.
- Review paperwork (loan details and aftermarket product selections) with customers.
- Manage vehicle financing leads to ensure customer and lender satisfaction.
- Provide excellent customer service by providing prompt, informed, professional, and accurate service, and support.
- Troubleshoot and resolve customer concerns in a timely, friendly, and accurate manner.
- Consistently meet department sales, service and quality standards that promote customer satisfaction and company growth.
- Ensure appropriate records are maintained and required reports are prepared.
- Perform other job duties as assigned.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
WHAT’S IN IT FOR YOU:
- Average Finance Advisors are pacing between $55 - $75,000 per year.
- This role starts out as an hourly based position ($17.31/hour) plus overtime for the first partial month plus the following two months.
- You will move to salary plus uncapped commissions the first day of the next month.
- On top of uncapped commissions, the better you perform the more leads you are provided, greatly increasing your earning potential
- 1-week of training
- Paid time off and paid holidays
- 401K with company match
- Health, dental, vision, life and disability insurance options
- Education: bachelor's degree or equivalent experience
- Experience: 2+ years of direct finance experience preferred but not required. 2+ years of automotive sales experience preferred but not required.
- Language/Communication/Interpersonal: Excellent verbal and written English communication skills with ability to effectively communicate and sell over the phone. Results driven, highly motivated, self-starter. Strong organizational and time management skills.
- Customer Service: Excellent Customer Service and follow-up skills.
- Technical: Proficient in MS Office (Word, Excel, Outlook).
Change of tasks, performing multiple tasks simultaneously, working with others as part of a team, and irregular schedule/overtime may be required at times.
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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is frequently required to sit. The employee is frequently required to stand, walk, use hands to finger, handle or feel; reach with hands and arms; stoop, kneel, crouch or crawl; and talk or hear. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, and ability to adjust focus.
WORK ENVIRONMENT:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Remote office environment. Must be able to work extended hours as the business dictates. The job routinely uses standard office equipment such as computers, phones, and fax machines.
MACHINES, TOOLS, AND EQUIPMENT
A person working in this position can be expected to work with a computer workstation and/or laptop, phone, copier, and fax.
Job description statements are intended to describe the general nature and level of work being performed by employees assigned to this job title. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required.
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The Savings Group (including all its subsidiaries: AUTOPAY, RateGenius Loan Services, Inc., and Innovative Funding Services dba Tresl) is an equal opportunity employer. With regard to hiring and promotions, qualified persons will not be denied employment opportunity based on race, color, national origin, religion, sex, sexual orientation, gender identity, marital status, age 40 and over, disability, military status, or genetic information. Any questions or concerns about our EEO policy should be directed to Human Resources
Job description statements are intended to describe the general nature and level of work being performed by employees assigned to this job title. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required.
The Savings Group (including all its subsidiaries: AUTOPAY, RateGenius Loan Services, Inc., and Innovative Funding Services dba Tresl) is an equal opportunity employer. With regard to hiring and promotions, qualified persons will not be denied employment opportunity based on race, color, national origin, religion, sex, sexual orientation, gender identity, marital status, age 40 and over, disability, military status, or genetic information. Any questions or concerns about our EEO policy should be directed to Human Resources