Automotive Finance Advisor

Tresl
Full Time
+1 locationRemote
Posted EmployerActive 2 days ago
Job description

The Tresl Team has the mission to empower customers to live independent, fulfilling lives by connecting them with beneficial financial resources. On a daily basis we delight and help our customers engage with best-in-class auto loan solutions for refinancing and off-lease purchases. In this digital customer-facing role, your day-to-day work will directly impact customers' important financial decisions.

We are a creative, diverse, and analytical team, passionate about continuous learning around our customers. We value empathy for the customer experience, as well as a quantitative focus on driving business metrics. We hold ourselves accountable to our core values - the 5 C’s of Tresl: Character, Customer-centricity, Compassion, Collaboration, & Courage.

General Purpose
The Finance Advisor is responsible for assisting customers with purchasing/refinancing leased or off-fleet vehicles and offering aftermarket products (extended warranty, gap insurance, tire and wheel protection) to protect their investments.
Warm leads provided, no cold calling! Commission is uncapped + yearly base pay!

Essential Duties/Responsibilities

  • Contact customers.
  • Promote our lending services and offer financing/purchasing options to customers.
  • Obtain leased vehicle payoff amounts, taxes and lease payment details.
  • Assist customers with completing credit applications.
  • Submit credit applications to partner lending institutions who can best meet customer requirements.
  • Provide customers with pre-approved lender option(s) and rates and assist them with the selection process.
  • Promote and offer aftermarket products to all clients (extended warranty, gap insurance, tire and wheel protection) to protect their investment.
  • Review paperwork (loan details and aftermarket product selections) with customers
  • Manage vehicle refinancing 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.

Job Qualifications

Knowledge, Skill, and Ability:

  • Excellent verbal and written English communication skills with the ability to effectively communicate and sell over the phone.
  • Excellent customer service and follow-up skills.
  • Results-driven, highly motivated, self-starter.
  • Strong organizational and time management skills.
  • Proficient in MS Office (Word, Excel, Outlook).
  • Understanding of customer sensitive information protection protocols.

Education or Formal Training: Bachelors Degree OR equivalent experience.

Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

-- Employees are held accountable for all duties of this job--

Job Type: Full-time

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Flexible spending account
  • Health insurance
  • Paid time off
  • Vision insurance

Schedule:

  • 8 hour shift
  • Weekend availability

Supplemental Pay:

  • Bonus pay
  • Commission pay

Education:

  • High school or equivalent (Preferred)

Experience:

  • Finance: 4 years (Required)
  • Dealership Experience: 3 years (Required)

License/Certification:

  • Driver's License (Preferred)

Work Location: Remote

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