Finance & Insurance Sales Executive

at  Bolands Wexford

PREFERRED, BUT NOT ESSENTIAL, QUALIFICATIONS:

• Qualified Financial Advisor (QFA) or hold the APA Consumer Credit qualification through the Institute of Banking
• Previous Motor Trade experience preferred
• Experience in a similar role an advantage
  Continuous Training will be provided and a certificate in consumer credit will need to be obtained for this position

• To sell finance and insurance solutions and service packages to customers thereby ensuring an efficient and profitable contribution to the Dealership.
• Identify customer needs using effective questioning and listening techniques. Establish current vehicle ownership status.
• Present features and benefits of the different finance products to the customer.
• Maintain effective relationships with finance company representatives.
• Ensure all documentation, quotes, proposals etc are completed and processed accurately.
• Confirm any financial settlement on all vehicles taken in part exchange and arrange settlement on completion.
• Keep fully up to date with product knowledge on the full suite of finance products available
• Support the sales team in their sales process and cross selling of ancillary products
• Maintain product knowledge on full vehicle range and that of its competitors.
• Maintain supportive relationships with the sales team. Maintain safe working practices at all times as detailed by the Dealer.
• Have an up to date knowledge of and comply with all relevant legislation.