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Finance & Insurance Manager (Experienced) at WICOS(agency) /
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Finance & Insurance Manager (Experienced)

Full-time at WICOS(agency) in Suzhou

Finance & Insurance Manager (Experienced)

Suzhou, China
Job Description

1. Sales ability to provide support, motivation, and information to the sales consultants and works with the guest to help arrange financing and to finalize purchases.
2. Presents extended service plans and other aftermarket products during the completion of the sales transaction.

This is an amazing opportunity for the right candidate and we provide ongoing corporate training programs and individual coaching.

ESSENTIAL DUTIES include the following. Other duties may be assigned.

  • Promotes and upholds the 11 Bergstrom Guest Service Basics and Standards.
  • Follows and abides by the Financial Services Code of Ethics (see attached Code of Ethics).
  • Utilizes our menu process without exception.
  • Reviews guests’ credit applications for complete information and accuracy.
  • Helps develop and promote incentive programs for the sales consultants to promote aftermarket products.
  • Sells financing and credit life, accident, and health insurance to guest.
  • Provides guests 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 federals, states, 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 accounting.
  • Acquires and maintains current state insurance license, sales license, and other Certification.
  • Completes continuing credit insurance education as needed.
  • Sets up and maintains a program which will ensure 100 percent turnover to the F&I department.
  • Provides sales force and sales managers with current information about finance and lease programs continually.
  • Trains the sales staff regarding the benefits of financing, insurance and extended service programs.
  • Works with sales managers to secure a reasonable profit from every sale.
  • Coordinates finance forecasting with sales department forecasting to achieve desired levels of penetration and income.
  • Ensures collection of all finance and insurance fees.
  • Ensures all credit application information is complete.
  • Prepares reports on finance penetration.
  • Enters all purchase and lease transactions onto CDK.
  • Enters license plate transfers and new issues into CVR.
  • Attends manager and sales consultant meetings.
  • Handles all rate quotations.
  • Develops and monitors guidelines for working with guests to ensure maximum guest satisfaction.
  • Supervises and trains designated backup to ensure continued efficiency and profitability in the F&I Manager’s absence.
  • Maintains an adequate and current supply of all required contracts and paperwork needed for completion and finalization of car deals.
  • Maintains a professional appearance.
  • Maintains a clean and professional work environment.


Carry out the supervisory responsibilities in accordance with the organization’s policies and applicable laws. Responsibilities include training, coaching, and developing team members; addressing guest finance complaints and resolving problems; striving for and promoting guest service, continuous improvement, and team member involvement.

To perform this job successfully, a team member must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


  • Ability to establish rapport, collect information on guest needs, and to ensure guest satisfaction.
  • A thorough knowledge of bank and insurance terminology and processes required.
  • Ability to establish and maintain positive working relationships with team members and guests and to exceed their expectations.
  • Ability to interact verbally with guests and team members.
  • Basic mathematical skills required.
  • Calculator, adding machine, and other office machine skills.
  • Computer skills necessary.
  • Ability to reason, to formulate, and implement action plans that will effectively benefit the corporation.
  • Ability to handle multiple functions simultaneously.

We take great steps to take care of our guests. We do the same for our Team Members and offer a comprehensive benefits program, to help protect the health and financial security of you and your family.
1. Accident & Critical Illness
2. Disability Insurance
3. Health Insurance
4. Life Insurance
5. Vacation and Holiday Pay
6. Formalized & Paid Training Programs

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Published at 29-Mar-2017
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