Finance and Insurance Business Manager

Job Description

Job Description

⚓ Join the Boat House Team as an F & I Business Manager! ⚓

At The Boat House, we're not just selling boats. We're about crafting seamless experiences and setting sail towards excellence. As an F & I Business Manager, you'll be at the helm of our mission to meticulously enhance and refine our sales experience.

We're looking for career-minded candidates that have a finance/insurance sales background and drive to push the throttle, in the best industry in the world.

Your Mission:

✨ Provide best-in-industry financial services to prospective and existing customer to support their purchasing, insuring and refinancing their boats and yachts

✨ Maximize sales and profitability using Boat House tools products and services

✨ Be the compass for ethical sales practices, enhanced employee engagement, and effective decision-making in alignment with Mgmt., Sales and admin teams.

✨ Steer the course of continuous improvement, leading to enhanced job satisfaction, increased productivity, and alignment with Boat House priorities.

✨ Captain the ship by implementing and communicating processes that drive desired outcomes of efficiency and financial accuracy.

Your Skill Set:

⚓ Strong sales and advisory skills

• Identify customer finance and insurance needs through great customer interactions
• Prepare sales presentations of TBHG financial services and products
• Work with TBHG group of lenders and insurance partners to establish best outcome possible

⚓ Communication, Organization, Management:

• Navigate through professional written and verbal skills.
• Efficiently share opinions and processes with all employee levels.
• Maintain the course with scheduled processes and adequate staffing structures for financial maintenance.

⚓ Record Retention and Organization:

• Keep a tight ship by maintaining organized records of all transactions, documents, and customer information.
• Adhere to record-keeping requirements for compliance and future reference.

⚓ Problem-Solving Skills:

• Chart the course with the ability to analyze and resolve complex issues during the sales and financing process.
• Find creative solutions to meet customer needs and navigate potential roadblocks.

⚓ Contract Review and Compliance:

• Expertly review and understand contracts, ensuring they meet legal and regulatory requirements.
• Navigate through industry-specific compliance regulations.

⚓ F&I Sales Knowledge:

• Understand the sales process, from prospecting to closing deals.
• Understand the core services and products offered through TBHG finance office
• Prepare sales presentation of all THBG finance, Insurance, and product protection programs

Our Core Values: