KEY TASKS:
§ Be responsible for closing all new, pre-owned and brokerage transactions while ensuring compliance with all company, state and federal laws and regulations.
§ Be responsible for gaining superior product knowledge to assist sales team members with all aspects of structuring a customer purchase, closing and delivery.
§ Be responsible for determining customer financing needs and calculate loan payment options based on a consultative interview process.
§ Be responsible for processing all customer credit applications to secure and present financing options.
§ Be responsible for collecting all forms of customer payment in accordance with company policy.
§ Be responsible for utilizing the menu selling system to present customers with financing and warranty options to achieve targeted sales goals.
§ Be responsible for coordinating all customer sea trials and delivery orientations with Sales and Service Department.
§ Be responsible for collecting all necessary trade-in vessel documents and ensuring trade-in evaluation process is completed thoroughly by products and the Service Department.
§ Be responsible for assisting Accounting Department in all aspects of closing and posting new, pre-owned and brokerage sales.
§ Be responsible for ensuring that all work orders are completed and forwarded to Service Department.
§ Be responsible for preparing loan package for lender funding within 5 business days.
§ Be responsible for building lender and other vendor relationships; ensuring proper lender mix.
§ Be responsible for maintaining knowledge on all current lender, insurance and warranty programs.
§ Be responsible for running lost sale reports to capture refinance and unsold warranty opportunities.
§ Be responsible for projecting a professional and service-oriented image to all customers.
§ Be responsible for actively participating in boat shows, selling events and other off-site promotions such as Getaways!
KEY RESULT AREAS:
§ F&I budget achievement
§ F&I penetration goal achievement
§ Warranty penetration goal achievement
§ Vantage sealant penetration goal achievement
§ Internal/external customer satisfaction
§ Timely and professional delivery of boat to customers
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