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财务 > Finance and Insurance Manager (F&I)
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💰 财务
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Finance and Insurance Manager (F&I)

偏僻的
💰 财务
💰 财务
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) 做什么?
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.
职责
Finance and Insurance Manager (F&I) 应该能够履行各种职责和责任。以下是 Finance and Insurance Manager (F&I) 应该能够执行的一些职责和责任:
  • 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
所需技能
有竞争力的 Finance and Insurance Manager (F&I) 将具备某些技能和资格,包括:
  • 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
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