• Finance and Insurance Consultant - Toyota of Wausau

    Location US-WI-Wausau
    Posted Date 2 months ago(4/16/2018 11:02 AM)
    Job ID
    # Positions
    Toyota of Wausau
    Regular Full-Time
  • Summary



    The Opportunity: 

    If you are interested in working at a state-of-the-art facility with an outstanding work culture and professional team, we encourage you to apply for this opportunity. At Toyota of Wausau we are looking for an experienced Finance and Insurance Consultant to join our team.


    The primary function of a Finance and Insurance Consultant is to produce additional revenue for the dealership by selling finance programs and other appropriate after-sale items to new- and used-vehicle customers.  A Finance and Insurance Consultant must always perform quality services with the utmost honesty and integrity.  


    What We Offer:

    We offer an exceptional total compensation program with competitive wages and benefits. Benefits package includes; medical plan; dental plan; medical and dependent care flexible spending accounts; life insurance plan; 401k plan; PTO and paid holidays; and employee discounts.


    Our Story: 

    Toyota of Wausau is part of the Ballweg Automotive Companies (“Ballweg”), a Wisconsin-based auto group.  The Ballweg story starts in rural Sauk City, Wisconsin with a family tradition of great customer service.  Community is the foundation that Ballweg is built on and satisfaction is the number one goal.  Ballweg’s operations are driven by trust, respect, integrity and commitment. 


    Ballweg started out in 1965 as a single Chevrolet dealership in Sauk City and today, has grown to five dealerships across multiple cities throughout the state of Wisconsin, Minnesota and Missouri.  Ballweg has tripled in size over the past five years.  Ballweg is committed to its communities and customers offering the best in class team members, state-of-the-art facilities and diversification of product lines to provide the best service possible. 


    For complete a job description, to apply or to simply learn more about Ballweg, visit us online at www.toyotaofwausau.com   


    Toyota of Wausau                                                                          

    2900 N. 20th Avenue

    Wausau, WI 54401




    Monitors “Red Flag Rules” and maintains Dealership compliance.


    Ensures compliance with cash reporting requirements and manufacturer incentive programs.


    Provides customers with thorough explanation of aftermarket products and extended warranties.


    Converts cash deals to finance.


    Processes finance and lease deals accurately and fairly through financial sources to secure approval.


    Conducts business in an ethical and professional manner.


    Processes all federal, state and dealer paperwork related to vehicle transaction.


    Understands and complies with federal, state, and local regulations that affect the new- and used-vehicle and finance departments.


    Completes paperwork necessary for vehicle sales and leases in a timely and efficient manner.


    Checks all paperwork for correct title, lien information, taxes, etc., before forwarding to the accounting department.


    Provides customers with complete explanation of manufacturer and dealership service procedures and policies.


    Sets up and maintains a program which will ensure 100 percent turnover from sales to finance.


    Provides sales team and General Manager with current information about finance and lease programs continually.


    Works with General Manager to secure a reasonable profit from every sale.


    Ensures collection of all finance and insurance fees.


    Takes credit applications directly from the customer as needed.


    Handles all rate quotations.


    Develops and monitors guidelines for working with customers to ensure maximum customer satisfaction.


    Maintains an adequate and current supply of all required contracts and paperwork needed for completion and finalization of car deals.


    Completes administrative tasks for the finance department as deemed necessary by the General Manager.


    Attends sales staff meetings.


    Attends ongoing training at various sites throughout the year. 


    Previous automotive experience or two years of sales experience preferred.


    Must have knowledge of federal, state and local regulations that affect the new and used vehicle and finance departments.


    Must have knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for service and evaluation of customer satisfaction.


    Must have the ability to establish productive, cooperative relationships with customers, vendors, co-workers and management.


    Must have knowledge of principles and methods for showing, promoting and selling products or services.


    Must have knowledge of administrative and clerical procedures and systems such as Microsoft Word and Excel, managing files and records, designing forms and other office procedures.


    Must utilize effective time management skills.


    Must have exceptional customer service skills.


    Must have excellent verbal and written communication skills.


    Must be a team player.


    Ability to maintain high level of confidentiality.


    If not currently AFIP certified, must become AFIP certified wihtin six months of employment.




    Must maintain a valid driver’s license for occasional travel requirements.


    A professional appearance and manner consistent with Ballweg’s culture must be maintained. 

    Travel Requirements

    Travel to other Ballweg locations along with our manufacture’s training and other relevant training courses required.


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