Sales and Finance Client Advisor
Position Information: The All Things Automotive Sales and Finance Client Advisor (CA) is a dynamic professional salesperson who is directly responsible for delivering exceptional customer service to all guests. The CA assists guests with new and pre-owned automotive inquiries, vehicle warranty and financial products, and the coordination of vehicle maintenance from Thomas. The CA works as part of a team committed to delivering exceptional service by building trust and confidence with all of our guests.
Areas of Emphasis:
- Exemplify the All-Things Automotive Core Values: Positive, Trustworthy, Motivation, Compassion, and Dedication
- Understand the Thomas Core Focus of “Bringing Integrity to the Automotive Industry” and “Building Trust and Confidence through Exceptional Service”
- Learn, Understand, and incorporate the All Things Automotive philosophy of doing business into all daily activities related to customer and coworker relationship management
- Be a great team member.
- Successfully Maintain the following accountabilities
- Objective to Goal
- Appointments to Goal
- Training Compliance
- Product Penetration
- Deal Documentation
- CSI - customer experience
Duties and Responsibilities:
- Greet every customer, every day
- Maintain high ethical standards when dealing with customers, co-workers and vendors.
- Put safety first. Adhere to all Safety Policies, Procedures and Personal Protective Equipment standards
- Monitor Objectives to Goal Daily
- Perform Training as needed daily
- Conduct necessary tasks to achieve goal
- Determine Appointments needed to achieve goal
- Perform necessary outgoing activity to set desired appointments
- Follow up with set appointments to confirm show
- Log all activity in CRM
- Complete all OEM Training as Required by OEM
- Complete all CRM Training as scheduled by CEM
- Complete all Sales Training Daily
- Maintain Thomas Certification
- Maintain Education on all products offered
- Perform Role Plays daily on products
- Review Objections/ Overcoming objections
- Determine Value Builds in Products
- Complete all necessary documentation
- Provide CEM with all pertinent information
- Complete all ancillary enrollments/documentations
- Complete Deal Documentation Checklist for every deal
- Monitor CSI Results Daily
- Arrange training on CSI Results
- Review/Monitor Training Results
- Assist with improving customer retention
- Provide customer introduction to service every time
- Maintain a safe and clean workspace, as well as ensuring the entire facility is orderly, clean and free of hazards