Finance sales consultant job description
Updated March 14, 2024
8 min read
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Example finance sales consultant requirements on a job description
Finance sales consultant requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in finance sales consultant job postings.
Sample finance sales consultant requirements
- Minimum of a bachelor's degree in Finance, Economics, or related field
- At least 2 years of experience in sales, preferably in the finance industry
- Proficient in financial modeling and analysis
- Excellent understanding of financial markets and products
Sample required finance sales consultant soft skills
- Strong communication and interpersonal skills
- Ability to work independently and as part of a team
- Proven track record of meeting sales targets
- Ability to build and maintain relationships with clients
- Strong problem-solving skills and ability to think creatively
Finance sales consultant job description example 1
Penske Automotive Group finance sales consultant job description
**Capitol Honda, a Penske Automotive Group dealership, is looking for Special Finance Sales Consultant to join our team and deliver extraordinary customer experiences.**
**JOIN OUR TEAM**
Here at Penske Automotive Group (PAG), we strive to create a positive and inclusive workplace that promotes excellence and achievement, as we aim to deliver the very best experience possible to our customers. We are looking for dependable and committed professionals who share that same passion to join our sales team.
Come join our team and serve our communities essential transportation needs in a clean, friendly, and safe environment with a top automotive brand and a Fortune 500 company. We are seeking committed, passionate, and enthusiastic individuals with great a work ethic, the highest degree of integrity, and excellent customer and interpersonal skills to join our team and deliver a world class car buying experience to our valued clients. The Special Finance Sales Consultant can earn upwards of $150k per year.
**WHAT WE HAVE TO OFFER**
+ Fortune 500 company, ranked among the "World's Most Admired Companies" by Fortune Magazine
+ Consistently recognized by Automotive News as among the "Best Dealerships to Work For."
+ Competitive compensation with uncapped earning potential - our commission-based pay structure allows you to control your income.
+ Comprehensive benefits program, including health care options (medical, dental and vision) and 401k savings and retirement plan with company match.
+ Training, resources and opportunities for career growth and advancement, tailored to individual performance, experience and interests.
+ Values-driven culture built on integrity, professionalism, excellence and teamwork.
**WHAT WE ARE LOOKING FOR**
+ Desire to work hand in hand with customers and financial institutions to create credit solutions
+ Credit building
+ Special finance
+ Sales
+ Desking
+ Spanish Bi-lingual candidates are strongly encouraged to apply.
**WHAT YOU CAN BRING TO THE TABLE**
+ Commitment: Ensure our customers have a world-class car-buying experience at every step along their sales journey.
+ Excellence: Provide an unparalleled level of knowledge, expertise, and authenticity to help customers find the vehicle they're looking for.
+ Growth Mindset: Strive to grow the dealership and your career by hitting challenging monthly goals.
+ Initiative: Bring new business to the dealership through referrals, networking and repeat business.
**APPLY WITH US!**
If you are ready for a rewarding career with competitive compensation and benefits, and opportunities to excel and advance, consider joining us on the Penske Automotive Group team. Our interview process typically includes a phone interview, several in-person interviews, background check, reference check, driving record review and a drug screen. Be a part of the best customer experience team in the automotive industry... apply with us today!
Penske Automotive Group is an equal opportunity employer and maintains a drug- and alcohol-free workplace. All applicants must possess a valid driver's license and have a good driving record.
Req Number: 21850
Position Code: 710104
Type: Full-time
Dealership: Capitol Honda
Location Address: 745 W. Capitol Expressway Auto Mall
**EEO Statement**
The Company is committed to hiring a diverse and qualified workforce. We will not consider any characteristic or category protected by state or federal law in hiring or employment decisions, including but not limited to race, national origin, color, religion, sex, sexual orientation, gender identity, disability, age, status as a parent, or genetic information.
**JOIN OUR TEAM**
Here at Penske Automotive Group (PAG), we strive to create a positive and inclusive workplace that promotes excellence and achievement, as we aim to deliver the very best experience possible to our customers. We are looking for dependable and committed professionals who share that same passion to join our sales team.
Come join our team and serve our communities essential transportation needs in a clean, friendly, and safe environment with a top automotive brand and a Fortune 500 company. We are seeking committed, passionate, and enthusiastic individuals with great a work ethic, the highest degree of integrity, and excellent customer and interpersonal skills to join our team and deliver a world class car buying experience to our valued clients. The Special Finance Sales Consultant can earn upwards of $150k per year.
**WHAT WE HAVE TO OFFER**
+ Fortune 500 company, ranked among the "World's Most Admired Companies" by Fortune Magazine
+ Consistently recognized by Automotive News as among the "Best Dealerships to Work For."
+ Competitive compensation with uncapped earning potential - our commission-based pay structure allows you to control your income.
+ Comprehensive benefits program, including health care options (medical, dental and vision) and 401k savings and retirement plan with company match.
+ Training, resources and opportunities for career growth and advancement, tailored to individual performance, experience and interests.
+ Values-driven culture built on integrity, professionalism, excellence and teamwork.
**WHAT WE ARE LOOKING FOR**
+ Desire to work hand in hand with customers and financial institutions to create credit solutions
+ Credit building
+ Special finance
+ Sales
+ Desking
+ Spanish Bi-lingual candidates are strongly encouraged to apply.
**WHAT YOU CAN BRING TO THE TABLE**
+ Commitment: Ensure our customers have a world-class car-buying experience at every step along their sales journey.
+ Excellence: Provide an unparalleled level of knowledge, expertise, and authenticity to help customers find the vehicle they're looking for.
+ Growth Mindset: Strive to grow the dealership and your career by hitting challenging monthly goals.
+ Initiative: Bring new business to the dealership through referrals, networking and repeat business.
**APPLY WITH US!**
If you are ready for a rewarding career with competitive compensation and benefits, and opportunities to excel and advance, consider joining us on the Penske Automotive Group team. Our interview process typically includes a phone interview, several in-person interviews, background check, reference check, driving record review and a drug screen. Be a part of the best customer experience team in the automotive industry... apply with us today!
Penske Automotive Group is an equal opportunity employer and maintains a drug- and alcohol-free workplace. All applicants must possess a valid driver's license and have a good driving record.
Req Number: 21850
Position Code: 710104
Type: Full-time
Dealership: Capitol Honda
Location Address: 745 W. Capitol Expressway Auto Mall
**EEO Statement**
The Company is committed to hiring a diverse and qualified workforce. We will not consider any characteristic or category protected by state or federal law in hiring or employment decisions, including but not limited to race, national origin, color, religion, sex, sexual orientation, gender identity, disability, age, status as a parent, or genetic information.
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Finance sales consultant job description example 2
Ameriprise Financial finance sales consultant job description
The Regional Financial Advice Sales Consultant in the Advisor Business Development Group (ABDG) will be responsible for managing an assigned territory/region and take inbound calls from advisors in their territory and do proactive outbound calls to advisors. Responsible to build relationships with field leaders, collaborate with home office teams and provide sales consulting to advisors. Provide subject matter expertise on financial planning concepts, process and tools and be accountable for maximizing advisor adoption and growth of financial planning and sales.
We appreciate that work-life balance is an important factor when considering your next career. Flexible work arrangements can be discussed through the interview process.
If you are not located close to a physical office, remote work is considered for qualified candidates.
**Exempt/Non-Exempt:**
Exempt
24680BR
**Full-Time / Part-Time:**
Full time
**About Our Company:**
At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
**Preferred Qualifications:**
+ 2+ years of Financial Industry experience
**Line of Business:**
Ameriprise Franchise Group
**Posting Title:**
Financial Advice Sales Consultant - Remote
**Responsibilities:**
+ The Regional Financial Advice Sales Consultant will be responsible for partnering with the Lead Coach in an assigned region to drive financial planning results pro-actively with advisors through 1:1 coaching. Responsible for taking inbound calls from advisors in their region pertaining to financial planning tools, etc. and doing proactive outbound sales consulting calls with advisors.
+ Participate in Lead Coach meetings and specific leader led discussion. Engage in all required ABDG team/1:1 interactions for skill development, strategic planning and tactical implementation updates
**Recruiting Location:**
Minneapolis, Minnesota
**Required Qualifications:**
+ 3+ years relevant experience
+ FINRA Series 7 (Or commitment to obtain within 90 days)
+ State securities (S63 or S66), state IAR (S65 or S66) (or willing to obtain within 90 days)
+ Bachelors Degree or Equivalent
+ Knowledge of financial planning principles and process, as well as knowledge of advisor practice management processes and systems.
+ Ability to influence advisor and field leader behavior.
+ Strong communication, coaching, training and general presentation skills.
+ Ability to coach advisors on the compliant application of financial planning tools as an integral part of an advice based practice
+ Ability to collaborate, develop, and maintain relationships, and influence field sales leaders and advisors to drive results.
**Job Family Group:**
Sales
We appreciate that work-life balance is an important factor when considering your next career. Flexible work arrangements can be discussed through the interview process.
If you are not located close to a physical office, remote work is considered for qualified candidates.
**Exempt/Non-Exempt:**
Exempt
24680BR
**Full-Time / Part-Time:**
Full time
**About Our Company:**
At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
**Preferred Qualifications:**
+ 2+ years of Financial Industry experience
**Line of Business:**
Ameriprise Franchise Group
**Posting Title:**
Financial Advice Sales Consultant - Remote
**Responsibilities:**
+ The Regional Financial Advice Sales Consultant will be responsible for partnering with the Lead Coach in an assigned region to drive financial planning results pro-actively with advisors through 1:1 coaching. Responsible for taking inbound calls from advisors in their region pertaining to financial planning tools, etc. and doing proactive outbound sales consulting calls with advisors.
+ Participate in Lead Coach meetings and specific leader led discussion. Engage in all required ABDG team/1:1 interactions for skill development, strategic planning and tactical implementation updates
**Recruiting Location:**
Minneapolis, Minnesota
**Required Qualifications:**
+ 3+ years relevant experience
+ FINRA Series 7 (Or commitment to obtain within 90 days)
+ State securities (S63 or S66), state IAR (S65 or S66) (or willing to obtain within 90 days)
+ Bachelors Degree or Equivalent
+ Knowledge of financial planning principles and process, as well as knowledge of advisor practice management processes and systems.
+ Ability to influence advisor and field leader behavior.
+ Strong communication, coaching, training and general presentation skills.
+ Ability to coach advisors on the compliant application of financial planning tools as an integral part of an advice based practice
+ Ability to collaborate, develop, and maintain relationships, and influence field sales leaders and advisors to drive results.
**Job Family Group:**
Sales
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Finance sales consultant job description example 3
Navistar finance sales consultant job description
Navistar CSA Pricing team has an exciting opportunity for a Sales Administration Finance Consultant. This position will guide pricing strategy through prudent, finance-based decision-making. The role requires exceptional communication skills and a great deal of cross-functional interaction. In this position, you will be responsible for executing pricing strategies that result in year-over-year collection and profit growth, while delivering a customer experience second to none.
Responsibilities
+ Maintain control of accounts to ensure rebates and other payments are made in a timely and accurate manner
+ Partner with the functional groups providing meaningful pricing insight and analysis and facilitate them to deliver on their pricing and market share, revenue, and profit margin goals
+ Conducts research and performs competitive pricing analysis
+ Creates/administers pricing system
+ Coordinate cross-functionally with various Navistar departments, including Sales, Revenue Assurance/Accounting, Used Truck
+ Organization, and Invoicing
+ Prepare ad hoc analyses as required
Minimum Requirements
+ Bachelor's degree
+ At least 5 years of sales administration or customer service experience
OR
+ Master's degree
+ At least 3 years of sales administration or customer service experience
OR
+ At least 7 years of sales administration or customer service experience
Additional Requirements
+ Qualified candidates, excluding current Navistar employees, must be legally authorized on an unrestricted basis (US Citizen, Legal Permanent Resident, Refugee or Asylee) to be employed in the United States. Navistar does not anticipate providing employment related work sponsorship for this position (e.g., H-1B status)
Desired Skills
+ Positive attitude, ethics, and support company values promoting a healthy, high performance culture
+ Strong problem-solving ability
+ Excellent communication skills, both verbal and written; comfortable with communicating and presenting across all organizational levels, including Senior Leadership
+ Excellent time management skills - can prioritize and manage multiple projects to meet specific deadlines
+ Skilled in Microsoft Office Suite, including Excel (Advanced), PowerPoint (Intermediate), and Word (Intermediate)
+ Work effectively in a team environment
+ Prefer experience in Finance
+ Experience with Data analytical tools i.e., Oracle BI, Power BI
Company Overview
Navistar is a purpose-driven company, reimagining how to deliver what matters to create more cohesive relationships, build higher-performing teams and find solutions where others don't.
Navistar is the Lisle, Illinois-based parent company of International brand commercial trucks and engines, IC Bus brand school and commercial buses, all-makes OnCommand Connection advanced connectivity services, aftermarket parts brands Fleetrite , ReNEWed and Diamond Advantage and Brazilian manufacturer of engines and gensets MWM Motores Diesel e Geradores.
With a history of innovation dating back to 1831, Navistar has more than 12,000 employees worldwide and is part of TRATON SE, a global champion of the truck and transport services industry.
Accelerating the Impact of Sustainable Mobility
Visit us at www.Navistar.com to discover more about our organization
Navistar is an Equal Opportunity Employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.
#ridewithnavistar
Responsibilities
+ Maintain control of accounts to ensure rebates and other payments are made in a timely and accurate manner
+ Partner with the functional groups providing meaningful pricing insight and analysis and facilitate them to deliver on their pricing and market share, revenue, and profit margin goals
+ Conducts research and performs competitive pricing analysis
+ Creates/administers pricing system
+ Coordinate cross-functionally with various Navistar departments, including Sales, Revenue Assurance/Accounting, Used Truck
+ Organization, and Invoicing
+ Prepare ad hoc analyses as required
Minimum Requirements
+ Bachelor's degree
+ At least 5 years of sales administration or customer service experience
OR
+ Master's degree
+ At least 3 years of sales administration or customer service experience
OR
+ At least 7 years of sales administration or customer service experience
Additional Requirements
+ Qualified candidates, excluding current Navistar employees, must be legally authorized on an unrestricted basis (US Citizen, Legal Permanent Resident, Refugee or Asylee) to be employed in the United States. Navistar does not anticipate providing employment related work sponsorship for this position (e.g., H-1B status)
Desired Skills
+ Positive attitude, ethics, and support company values promoting a healthy, high performance culture
+ Strong problem-solving ability
+ Excellent communication skills, both verbal and written; comfortable with communicating and presenting across all organizational levels, including Senior Leadership
+ Excellent time management skills - can prioritize and manage multiple projects to meet specific deadlines
+ Skilled in Microsoft Office Suite, including Excel (Advanced), PowerPoint (Intermediate), and Word (Intermediate)
+ Work effectively in a team environment
+ Prefer experience in Finance
+ Experience with Data analytical tools i.e., Oracle BI, Power BI
Company Overview
Navistar is a purpose-driven company, reimagining how to deliver what matters to create more cohesive relationships, build higher-performing teams and find solutions where others don't.
Navistar is the Lisle, Illinois-based parent company of International brand commercial trucks and engines, IC Bus brand school and commercial buses, all-makes OnCommand Connection advanced connectivity services, aftermarket parts brands Fleetrite , ReNEWed and Diamond Advantage and Brazilian manufacturer of engines and gensets MWM Motores Diesel e Geradores.
With a history of innovation dating back to 1831, Navistar has more than 12,000 employees worldwide and is part of TRATON SE, a global champion of the truck and transport services industry.
Accelerating the Impact of Sustainable Mobility
Visit us at www.Navistar.com to discover more about our organization
Navistar is an Equal Opportunity Employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.
#ridewithnavistar
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Updated March 14, 2024
Updated March 14, 2024