F&I Risk Management Consultant - Automotive

About the position 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 six 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 F&I Risk Management 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. The consultant develops and maintains relationships with dealer principals, dealer management, compliance officers, dealer general counsel, and other dealership staff. The position requires a person who is comfortable connecting with clients face-to-face, as well as by phone, e-mail, and virtual video sharing (i.e., GoToMeeting or Zoom). Functions of the F&I Risk Management Consultant position will grow and change as KPA grows, so it’s a perfect opportunity to join an expanding department at KPA. 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 estimated around 60-70% of the time. This person will be based out of the San Antonio area and service clients regionally including Western Texas. In the first 60 days you will: Shadow our teams’ 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 handheld in the field Attended multiple in person meetings and webinars on the Sales and Finance product Inherit a customer service base and quickly establish relationships with Mangers and Management teams across many different dealerships. Complete new hire orientation training to be fully operational as a KPA F&I Consultant, using KPA technology to perform audits on a handheld device. Pass a test on F&I compliance before becoming operational. In the first 6 months you will: Establish and demonstrate exceptional industry and regulatory knowledge through onsite field audits, employee training, and regulatory interaction Organize 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 By the end of the first year you will: Help communicate and implement sales and finance management compliance systems Support the ongoing growth of the company by performing 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 complete district on the ever-changing Compliance responsibilities for a dealership and how our product line is crucial. Success Criteria: Effective communication skills, in-person, in writing, and by phone. Professional, collaborative, and persuasive when interacting with clients. Successfully work in a fast-paced, self-directed, entrepreneurial environment, combining both the independence of working from a home office while professionally representing KPA. 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. Performs other duties and fulfills other responsibilities, as assigned. Responsibilities • 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. • Help minimize risk and increase profitability for the client. • Develops and maintains relationships with dealer principals, dealer management, compliance officers, dealer general counsel, and other dealership staff. • Shadow our teams’ 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 handheld in the field • Attended multiple in person meetings and webinars on the Sales and Finance product • Inherit a customer service base and quickly establish relationships with Mangers and Management teams across many different dealerships. • Complete new hire orientation training to be fully operational as a KPA F&I Consultant, using KPA technology to perform audits on a handheld device. • Pass a test on F&I compliance before becoming operational. • Establish and demonstrate exceptional industry and regulatory knowledge through onsite field audits, employee training, and regulatory interaction • Organize 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 performing 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 complete district on the ever-changing Compliance responsibilities for a dealership and how our product line is crucial. • Manage accounts efficiently and document all activities in our CRM platform. • Performs other duties and fulfills other responsibilities, as assigned. Requirements • 10+ years working in a F&I Management position at an automotive dealership required. • Deep knowledge in Finance and Sales regulations and compliance. • 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. • Experience working in a fast-paced, dynamic environment. • 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 arenaflex Word, Outlook, and PowerPoint, and will be proficient and comfortable using handheld and portable devices. • Active driver’s license and insurance as required by law. • Ability to drive between client visits, typically 4 days per week. • 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, read, and focus on electronic and physical documents for multiple hours daily. • Ability to physically move in manners such as walking, bending, crouching, reaching, and pushing/pulling items up to 20 pounds • Ability to stay overnight in a hotel. Nice-to-haves • Sales experience is a plus. Benefits • Medical • Dental • Vision • Flexible Spending Accounts • PTO • Paid and Floating Holidays • 401k with Company match and immediate vesting • Company-funded Life Insurance • Employee Assistance Programs • No-arenaflex Mental Health Benefits. Apply tot his job

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