F&I Risk Management Consultant

United States·Fullerton,Yorba LindaFull-timemid

OtherManagement Consultant

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Quick Summary

Overview

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Founded in 1986, KPA is a leading provider of Workforce Compliance software and consulting services. We succeed if our clients can send their employees home at night, having not experienced a workplace accident or injury. The combination of software, consulting, and training helps clients identify, remedy, and prevent workplace safety and compliance problems so they can focus on what’s important – their core business.

Help us help keep people safe and businesses working efficiently. Named as one of Built In Colorado’s Best Places to Work for seven years in a row, KPA is made up of talented individuals working together for the greater good. We’re here to help our clients build safe, thriving organizations, and we’re looking for people with a common goal to help us do it.

Position Description:

The Finance & Insurance Consultant will play a crucial role in developing and maintaining strong relationships with clients to establish and demonstrate exceptional industry and regulatory knowledge through onsite field audits, deal jacket reviews, and employee trainings. The objective of the consultant is to help minimize risk and increase profitability for the client. You will be acting as an advisor to your assigned dealerships reviewing both state and federal compliance issues concerning Advertising, Sales, and Finance.

This is a fantastic opportunity if you are a Finance Manager or Director, Contracts Clerk, Office Manager, Controller, or work in the automotive business office with exposure to dealership compliance. Our F&I Consultants play an important role in helping our automotive dealership clients maintain compliance!

Location:

While this is a remote position based out of the employee’s home office, it will require frequent visits to clients within the territory, including overnight travel. This position will ideally be based out of the Yorba Linda/Anaheim Hills area, servicing clients in the area and throughout Central California. This position will spend roughly 10-15 days per quarter traveling overnight.

Shadow our current consultants and learn the process on how to properly conduct a KPA Sales and Finance Compliance Audit.

Learn the Vera Suite system thoroughly and learn to use the mobile application in the field.

Attended multiple in-person meetings and webinars on KPA's Sales and Finance Compliance software product.

Inherit a customer service base and quickly establish relationships with Mangers and Management teams across many different dealerships.

Complete new hire orientation training and pass a test on F&I compliance to become fully operational as a KPA F&I Consultant.

Establish and demonstrate exceptional industry and regulatory knowledge through onsite field audits, employee training, and regulatory interaction with clients.

Organize your client visit schedule to maximize travel efficiency based on local and distant client groupings and service frequency.

Assist with and/or prepare various compliance documentation as needed.

Help communicate and implement sales and finance management compliance systems.

Support the ongoing growth of the company by providing exceptional customer service, documenting and submitting 20 referrals or sales leads per year to your area Account Executive.

Be responsible for promoting productive relationships with dealer group management for KPA clients and State Dealer Association Management.

Perform your first in-person presentation to our district on the ever-changing Compliance responsibilities for a dealership and how our product line is crucial for maintaining compliance.

Effective communication skills, in-person, in writing, and by phone.

Professional, collaborative, and persuasive when interacting with clients.

Successfully work in a self-directed environment, combining both the independence of working from a home office while professionally representing KPA in the field with clients.

Interest and aptitude in learning Federal and State-specific regulations imposed on the automotive dealership industry.

Ability to manage accounts efficiently and document all activities in our CRM platform (Salesforce).

Performs other duties and fulfills other responsibilities, as assigned.

5+ years working in a position that oversees Advertising, Sales, Finance & Insurance regulations at an automotive dealership required. Deep knowledge in Finance and Sales regulations and compliance is a must.

Ability to stay current with legal/regulatory and compliance trends, incorporating new information into KPA policies and procedures.

Ability to identify and analyze complex issues and evaluate their broader implications for the business.

Ability to interact with clients at all levels, providing timely practical advice and solutions. Strong communication skills both in-person and in writing are required.

Ability to work independently, exercise good judgment, and take ownership of issues and matters to their successful conclusion.

Demonstrated integrity and ability to foster a compliance culture.

Strong ability to multi-task and quickly shift priorities.

Excellent organizational and time management skills.

Ability to navigate and learn new platforms and technology quickly and effectively. The ideal candidate will be proficient in Microsoft Word, Outlook, and PowerPoint, and will be proficient and comfortable using mobile devices.

Active driver’s license and insurance as required by law.

Reliable transportation and ability to drive between client visits, typically 4 days per week. Driving time per day varies according to geography and scheduling.

Ability to lift up to 20 pounds.

Ability to stand on feet a minimum of 6 hours per day.

Ability to sufficiently receive audio signals to proceed with caution around heavy machinery, vehicles and other warning noises to ensure safety.

Ability to perceive sounds at normal speaking levels, with or without correction, and the ability to receive detailed information through oral communication and to make discriminations in sound.

Ability to see, recognize, and respond to potentially dangerous situations

Ability to physically move in manners such as bending, crouching, reaching, and pushing/pulling items up to 20 pounds

Ability to stay overnight in a hotel a total multiple weeks per quarter.

Travel expectations: roughly 10-15 nights per quarter overnight in a hotel; Air travel 2-4 times per year; day-to-day travel to and from Auto Dealerships.

Client list and visit locations are subject to changes, therefore flexibility of the consultant is necessary. Coverage for other regions may be expected.