Finance and Insurance (F&I) Sales Trainee
Core
Provide customers with a high-quality buying experience by managing the finance and insurance process, including document collection, submission, and contract completion for a car dealership.
Role type
F&I Sales Trainee
Builds
Finance and insurance deals, leasing and commercial quotations
Domain
Automotive retail sales
Required skills
F&I sales procedures, customer needs identification, contract negotiation, document processing, REVS checks, insurance quoting, dealership systems navigation, compliance adherence
Preferred skills
ERA experience, self-motivation, organization, teamwork, customer service, communication, willingness to learn, professional appearance, friendly attitude
Responsibilities
Follow F&I sales procedures, present finance and insurance products, build rapport with customers, negotiate sales and complete contracts, process finance deals and secure approvals, collect deposits and handle deliveries, perform REVS checks, provide leasing and insurance quotations, complete daily finance logs, collaborate with the sales team, adhere to dealership and financial institution policies
Seniority
Trainee, entry-level with ongoing training
