Finance Advisor

Summary

Join Tresl as a Finance Advisor and enjoy a 100% remote position with flexible hours (7 am-8 pm Central, Saturdays 8 am-5 pm Central). You will assist customers with refinancing/purchasing vehicles and offer aftermarket products. This role involves warm leads, no cold calling, and a focus on excellent customer service. Tresl offers a competitive base salary plus uncapped commission, generous PTO, robust health benefits, and employer-sponsored retirement plans. The ideal candidate possesses strong sales experience, excellent communication skills, and proficiency in MS Office or G Suite. This is a rewarding opportunity to make a positive impact on customers' financial lives.

Requirements

• Proficient in MS Office suite (Word, Excel, Outlook) and/or G Suite (Docs, Sheets, Gmail)
• Excellent verbal and written English communication skills with the ability to effectively communicate and sell over the phone
• Excellent customer service and follow-up skills
• Results-driven, highly motivated, self-starter
• Strong organizational and time management skills
• Understanding of customer-sensitive information protection protocols
• Bachelor’s degree OR equivalent experience
• 2+ years sales experience

Responsibilities

• Contact customers with refinancing/purchasing leased or off-fleet vehicles options
• Promote and offer aftermarket products to all clients (Vehicle service contracts, Gap coverage, tire and wheel protection) to protect their investment
• Promote our lending services and offer financing/purchasing options to customers
• Obtain leased vehicle payoff amounts, taxes, and lease payment details
• Assist customers with completing credit applications
• Submit credit applications to partner lending institutions who can best meet customer requirements
• Provide customers with pre-approved lender option(s) and rates and assist them with the selection process
• Review paperwork (loan details and aftermarket product selections) with customers
• Provide excellent customer service by providing prompt, informed, professional, and accurate service and support
• Troubleshoot and resolve customer concerns in a timely, friendly, and accurate manner
• Consistently meet department sales, service, and quality standards that promote customer satisfaction and company growth
• Ensure appropriate records are maintained and required reports are prepared
• Perform other job duties as assigned

Preferred Qualifications

Finance manager, Finance Director, and Auto dealership experience

Benefits

• Base salary plus uncapped commission ($17,326.40 annual salary and 13% commission (uncapped) on revenue generated, as well as bonus, spiff, contest, etc.)
• Generous paid time off available to promote a great work life blend
• Up to 15 Paid Days Off
• Paid Holidays
• Robust Health, Dental, and Vision Insurance Offerings
• Employer paid Long and Short-term Disability and Life insurance
• Flexible Spending Accounts (FSA)
• Employer Contribution to Health Savings Accounts (HSA)
• Employer Matching 401(k) Retirement Savings Plan
• Casual Office Environment
• 100% remote position