Top 5 Financial services associate Jobs in Spartanburg, Sc

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Associate Financial Advisor
Transcend Practice Management —Columbus, OH
Provide outstanding service by responding to incoming calls from clients and addressing their concerns in a timely manner. Status: Full time, in office.
$110,000 - $130,000 a year
Quick Apply
Associate Financial Advisor
Jambalaya Group —Worthington, OH
This position is ideal for someone who has financial services experience and wants to develop their advisory skills without the immediate pressure to build a…
$75,000 - $90,000 a year
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financial services associate jobs near spartanburg, sc

Job Responsibilities:

Treat customers in accordance with dealership policies
Ensure that the proper follow-up schedule is attached to all completed sales
Ensure that all necessary customer satisfaction forms have been completed and turned in
Work with service department to provide additional warranty information as necessary
Maintain daily log sheet and tabulate total, share with sales manager
Establish and maintain good working relationship with several finance sources, factory and otherwise
Keep general manager and sales manager apprised of all special programs sponsored by any financial source
Submit paperwork to and obtain approval from finance sources on all finance deals
Work with sales manager to secure a reasonable profit from every sale
Set up finance forecasting in conjunction with sales department forecasting to achieve a desired percent of penetration and income
Attend managers meetings
Seek insurance companies for insurance paper
Maintain a daily operating control
Prepare monthly penetration reports on finance penetration and share with sales manager
Check all paperwork for correct in title, lien information, taxes, etc.
Establish and meet monthly objectives
Prepare and participate in sales meetings
Work with sales staff in negotiating a sale in the sales managers absence
Monitor alternately with sales manager the lot traffic and compare with daily log sheet
Maintain a thorough knowledge of the policies and procedures of the sales department

Job Qualifications:

Two years of experience preferred
Professional appearance and strong communication skills
Motivated individual with a passion and drive for unlimited earning possibilities. Top performers have the potential to earn over $100,000 per year!
Must have a valid driver license and clean driving record and be deemed insurable to drive by our insurance company
Must be a notary or be able to become a notary