Finance and Insurance Manager (F&I)

원격

💰 재정

A Finance and Insurance Manager works closely with both the customers and the sales team to help drive new and used car sales. When working with customers, the F&I Manager interviews them to understand their needs, ensures they complete applications correctly and advises them on the best solutions for their situation. They also help them fully understand all of the options, so they know what they’re agreeing to. They work closely with lenders and companies that provide extended warranties and other programs that car buyers might need. Compliance is a large part of the job since all car loans and leases must meet financial regulations.

Finance and Insurance Manager (F&I)은 무엇을 하나요?

A Finance and Insurance Manager, or F&I Manager, helps car buyers choose financing and insurance options. Their duties include customer service, paperwork processing and financial compliance.

책임

Finance and Insurance Manager (F&I)은 다양한 업무 및 책임을 이행할 수 있어야 합니다. 다음은 Finance and Insurance Manager (F&I)이 실행할 수 있어야 하는 몇 가지 업무 및 책임입니다.

Working directly with customers to explain and recommend financing options, extended warranties, aftermarket products and other options
Finding competitive rates to encourage customers to purchase vehicles
Processing applications for vehicle financing and helping customers get approved
Verifying that all paperwork is completed correctly and filed properly
Maintaining strong relationships with lending institutions to have lots of program options and competitive rates
Seeking out new programs that benefit customers and encourage them to buy

필수 기술

경쟁력 있는 Finance and Insurance Manager (F&I)은 다음을 포함한 특정 기술과 자격을 갖추고 있습니다.

Strong mathematical and finance skills
Excellent written and verbal communication skills to explain complex programs to buyers
Knowledge of financial compliance requirements
Analytical and problem-solving skills to help customers find a good deal that fits their financial situation
Advanced negotiation skills to help customers find the best rate
Strong sales and closing skills to boost sales for the dealership

유사한 제안

Finance and Insurance Manager (F&I)과 관련된 직책을 모집하는 경우, 유사한 역할에 대한 직무 설명을 참조하세요:

Guidance Counselor