Finance and Insurance Sales Representative

Winners Work Here!

Premier Truck Group is proud of the diversity that comprises our winning team. We see the equality and inclusiveness amongst our team members as our ultimate tool in moving our organization and industry forward.

Who is Premier Truck Group?

Premier Truck Group is headquartered in Dallas, Texas, with over 40 locations throughout the US and Canada, making it the largest Freightliner dealer group in North America.  We offer a premium selection of new Freightliner and Western Star commercial vehicles, a large selection of previously owned commercial trucks, and a full suite of parts, maintenance, and repair services. When you build your career here, you make a commitment to being the very best in the business. We are the pre-eminent group of Freightliner truck dealerships in the nation with serious plans for the future and we want you to be a part of it.

Why Join Our Winning Team?

When you join our team, you’re rewarded with the opportunity to work for an organization that provides opportunities for career growth and advancement, tailored to individual performance, experience and interests, along with a fully comprehensive benefits package including:

Employee Discounts

Medical, Dental, and Vision Insurance

Life Insurance

Employee Assistant Programs

Paid Holidays and Paid Time Off

401k Plan with Employer Match

Training

Work-Life Balance

Here are some quick insights into this opportunity. We would love to discuss it with you in more detail!

Finance and Insurance Sales Job Summary: Assists the Financial Services Manager(s) with Credit Applications and Financial Documentation. The FI Administrator and/or Assistant may also assist with producing additional revenue for the dealership by selling finance and insurance programs and other appropriate after-sale items to new truck customers. Works directly with our employees and customers to develop relationships and help bridge disconnects in the sales process.

Finance and Insurance Sales Essential Job Functions:

• Builds rapport with customers to build a base of referrals to establish customer network
• Maintains impeccable reputation with lenders
• Produces & submits accurate paperwork required for the MTO and secures funding from finance sources in a timely manner
• Provides customers with explanation of aftermarket products
• Provides customers with complete explanation of manufacturer and dealership service procedures and policies
• Develops and monitors guidelines for working with customers to ensure maximum customer satisfaction
• Processes finance and lease deals accurately, fairly and in accordance with local, state and federal statutes and company policies
• Conducts business in an ethical and professional manner
• Processes all dealer paperwork related to truck sale
• Understands and complies with all regulations that affect the new truck and finance departments
• Completes paperwork necessary for truck sales and leases in a timely manner
• Checks all paperwork for, but not limited to, correct title, lien information, taxes, consumer information before forwarding to accounting
• Develops and monitors guidelines for working with customers to ensure maximum customer satisfaction
• Maintains an adequate and current supply of all required contracts and paperwork needed for completion and finalization of
• Ensures work areas are clean
• Follows all attendance and punctuality standards and adheres to timekeeping standards
• Follows the Code of Business Ethics and Conduct
• Understands and follows all work rules and follows lawful directions from Supervisors
• Upholds the company’s non-disclosure and confidentiality policies and agreements
• Maintains a professional appearance for self and subordinates in accordance with company policy
• Attends pertinent training on request
• Attends company meetings as required
• Updates Monthly Booking Report
• Monthly updates to the Sales Team of what customer leases are expiring and of currently paid off contracts
• Maintaining the F&I Shared Drive of new Programs and Policy Changes

Other duties as assigned

Requirements/ Skills/ Abilities:

• Ability to sell products and services in a professional and ethical manner
• Ability to understand, keep abreast of, and comply with federal, state, and local regulations that affect the new- and used truck and finance departments
• Ability to facilitate and/or conduct technical training to other employees
• Computer proficient
• Exceptional communication skills both oral and written with the ability to effectively communicate via face-to-face, phone, or by other means of communication
• Ability to define problems, collect data, establish facts, and draw valid conclusions
• Ability to process data and organize it for management analysis
• Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals
• Ability to compute rate, ratio, and percent and to draw and interpret bar graphs
• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume
• Ability to understand and follow work rules and procedures
• Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form
• Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions
• Ability to work independently and to carry out assignments to completion within parameters of instructions given, prescribed routines, and standard accepted practices
• Ability to interact well with others and be a positive influence on morale of department, dealership and organization

Supervisory Responsibility:

No

Work Environment/ Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.

Light Work- lifting no more than 20 pounds at a time and/or frequent lifting or carrying of objects weighing up to 10 pounds 

• This position requires a good deal of walking or standing, or this position could involves sitting most of the time with some pushing and pulling of arm or leg controls
• This position requires the ability to climb, push, pull, stoop, kneel, reach, grasp
• This position involves repetitive motion
• This position requires the ability to talk and hear
• This position is primarily located in an office environment, with heating and air

Position Type/Expected Hours of Work

May require working evenings, weekends and holidays as required

Travel 

Little to no travel is expected for this position.

Required Education and Experience

Two to three year’s related experience and/or training; or equivalent combination of education and experience.

Preferred Education and Experience

Secondary education in Accounting or Finance or equivalent; and three to five years related experience and/or training; or equivalent combination of education and experience

Language/ Communication Skills:

• Excellent communication skills
• Ability to read and comprehend simple instructions, short correspondence, and memos prepared in English
• Ability to write simple correspondence
• Ability to comprehend complex directions provided in English to physical locations
•  Ability to effectively present information in English one-on-one and in small group situations to customers, vendors, clients, and other employees of the organization
• Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals