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Finance and Insurance Business Manager

Finance and Insurance Business Manager

The Boat HouseLake Geneva, WI, US
30+ days ago
Job type
  • Full-time
Job description

Job Description

Job Description

⚓ Join the Boat House Team as an F & I Business Manager! ⚓

At The Boat House, we're not just selling boats. We're about crafting seamless experiences and setting sail towards excellence. As an F & I Business Manager , you'll be at the helm of our mission to meticulously enhance and refine our sales experience. We're looking for career-minded candidates that have a finance / insurance sales background and drive to push the throttle, in the best industry in the world.

Your Mission :

✨ Provide best-in-industry financial services to prospective and existing customer to support their purchasing, insuring and refinancing their boats and yachts

✨ Maximize sales and profitability using Boat House tools products and services

✨ Be the compass for ethical sales practices, enhanced employee engagement, and effective decision-making in alignment with Mgmt., Sales and admin teams.

✨ Steer the course of continuous improvement, leading to enhanced job satisfaction, increased productivity, and alignment with Boat House priorities.

✨ Captain the ship by implementing and communicating processes that drive desired outcomes of efficiency and financial accuracy.

Your Skill Set :

⚓ Strong sales and advisory skills

  • Identify customer finance and insurance needs through great customer interactions
  • Prepare sales presentations of TBHG financial services and products
  • Work with TBHG group of lenders and insurance partners to establish best outcome possible

⚓ Communication, Organization, Management :

  • Navigate through professional written and verbal skills.
  • Efficiently share opinions and processes with all employee levels.
  • Maintain the course with scheduled processes and adequate staffing structures for financial maintenance.

    • ⚓ Record Retention and Organization :

  • Keep a tight ship by maintaining organized records of all transactions, documents, and customer information.
  • Adhere to record-keeping requirements for compliance and future reference.

    • ⚓ Problem-Solving Skills :

  • Chart the course with the ability to analyze and resolve complex issues during the sales and financing process.
  • Find creative solutions to meet customer needs and navigate potential roadblocks.

    • ⚓ Contract Review and Compliance :

  • Expertly review and understand contracts, ensuring they meet legal and regulatory requirements.
  • Navigate through industry-specific compliance regulations.

    • ⚓ F&I Sales Knowledge :

  • Understand the sales process, from prospecting to closing deals.
  • Understand the core services and products offered through TBHG finance office
  • Prepare sales presentation of all THBG finance, Insurance, and product protection programs

    • Our Core Values :

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    Finance And Insurance Manager • Lake Geneva, WI, US