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Penske Automotive
Santa Ana, CA, United States
Crevier BMW, a Penske Automotive Group dealership, is looking for an experienced Financial Services Consultant to join our team and deliver extraordinary customer experiences. JOIN OUR TEAM At Penske Automotive Group (PAG), we strive to create a positive and challenging workplace that promotes excellence and achievement, and we aim to deliver the
Job Source: Penske AutomotiveFinancial Impact
Long Beach, CA, United States
We’re transforming the financial landscape. We’re building a movement of financial professionals who are passionate about making a difference. Our goal is to equip individuals with the skills, knowledge, and resources they need to succeed in the world of finance. We believe that everyone, regardless of their background or experience, deserves the
Job Source: Financial ImpactElevance Health
Costa Mesa
**Financial Consultant** **Location:** This position will work in a hybrid model (remote and office). The ideal candidate should live within 50 miles of our Elevance Health Pulse Point **primary** location in **Indianapolis, IN** . Candidates living within 50 miles of an Open Access Pulse Point will also be considered. The **Financial Consultant**
Job Source: Elevance HealthElevance Health
Costa Mesa, CA, United States
Description Financial Consultant Location: This position will work in a hybrid model (remote and office). The ideal candidate should live within 50 miles of our Elevance Health Pulse Point primary location in Indianapolis, IN . Candidates living within 50 miles of an Open Access Pulse Point will also be considered. The Financial Consultant will
Job Source: Elevance HealthNova Financial Partners
Irvine, CA, United States
This role is remote, great for the stay-at-home career seeker or those who would like to add another stream of income to their resume. No prior experience is required as we have an incredible training program through our company! Work Types We offer 2 types of work-effort 1. Full Time 2. Part Time *You do not have to quit your current job if you s
Job Source: Nova Financial PartnersElevance Health
Costa Mesa
**Location:** This position will take part in Elevance Health's hybrid workforce strategy which **includes virtual work and 1-2 days in office per week** . The ideal candidate will live within 50 miles and a 1-hour commute to one of our Elevance Health major office (PulsePoint) locations. Elevance Health supports a hybrid workplace model with Pulse
Job Source: Elevance HealthBlue Shield of California
United States, CA, Long Beach, 90802
Your Role The Blue Shield of California Finance team is responsible for providing Line of Business consolidation, reporting, and analysis support for the Growth Finance team. The Financial Analyst, Consultant will report to the Markets Planning and Analysis Finance Manager. In this role, you will work closely and collaborate with other stakeholder
Job Source: Blue Shield of CaliforniaEast West Bank
Diamond Bar, CA, United States
Introduction: Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Greater China, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new
Job Source: East West BankSanta Ana, CA, United States
Summary/Objective
The Financial Services Consultant produces additional revenue for the dealership by selling finance and insurance programs and other appropriate after-sale items to new and used vehicle customers. Works directly with our employees and customers to develop relationships and help bridge disconnects in the sales process.
Essential Functions
* Sells finance and insurance products to customers* Builds rapport with customers to build a base of referrals to establish customer network* Maintains impeccable reputation with lenders* Produces and submits paperwork for title work and secures funding from finance sources in a timely manner* Provides customers with thorough explanation of aftermarket products and extended warranties* Provides customers with complete explanation of manufacturer and dealership service procedures and policies* Develops and monitors guidelines for working with customers to ensure maximum customer satisfaction* Processes finance and lease deals accurately, fairly, and in accordance with local, state, and federal statutes, and company policies* Conducts business in an ethical and professional manner* Processes all federal, state, and dealer paperwork related to vehicle transaction* Understands and complies with all 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, including but not limited to, correct title, lien information, taxes, and consumer information before forwarding to accounting* Acquires and maintains current state insurance license, completing continuing credit insurance education* Maintains insurance files* 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* Ensures work areas and customer waiting areas are kept clean* Follows all attendance and punctuality standards with adherences to timekeeping standards* Follows the Code of Business Ethics and Conduct* Understands and follows all work rules and procedures and follows lawful directions from supervisors* Upholds the company's non-disclosure and confidentiality policies and agreements* Maintains a professional appearance for self and subordinates in accordance with company policy* Attends pertinent training on request* Attends company meetings as required* Other duties as assigned
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
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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Email Alert for Financial Services Consultant jobs in Santa Ana, CA, United States
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