Finance and Insurance (F & I) Advisor

Finance and Insurance (F&I) Advisor

Utah--In-person

At Heritage Auto, everything we do centers on building an atmosphere where our guests feel at home. Our Heritage family supports one another to achieve the highest-possible quality standards while lifting our home-town communities through principles of honesty, integrity, and trust. Regardless of where or when a guest visits Heritage Auto, it is our vision that they will  recognize their experiences as the "Heritage way."

The "Heritage way" is a culture that empowers customers to buy, sell, or service their vehicle the way they envision it happening. 

If you're looking to join a company that values teamwork, customer satisfaction, and community involvement, Heritage Auto is the place for you. Come be a part of a team that makes a difference every day!

Heritage Auto – Your Home-Town Dealer with the Biggest Deals.

Heritage Auto Group is currently seeking a Finance and Insurance (F&I) Advisor to join our growing team! Please note that this is an in-person position located at one of our six dealership locations in Brigham City, UT; Evanston, WY, Vernal, UT, Tremonton, UT, North Logan, UT

Our family of dealerships includes: Heritage Chrysler Jeep Dodge RAM of Brigham, Heritage Chevrolet GMC of Evanston, Heritage Chevrolet of Vernal, Heritage Chrysler Jeep Dodge RAM of Tremonton, Heritage Chrysler Jeep Dodge RAM of Logan, Heritage Ford of Tremonton, Heritage Ford of Vernal

You might be a great fit for any of our fantastic dealerships. This is a great opportunity to start or grow your career with a company that values people, teamwork, and advancement.

Job Summary:

In this role, you will be the link between the buyer and their future vehicle. You will assist the customer with questions regarding the company, perspective vehicles, and purchasing options. You will learn about all of the newest vehicles and technologies on the market. We have an in-house training team dedicated to your success; offering online and in-store training programs with our manufacturers.

Compensation and Benefits:

• Competitive Pay
• Flexible Working Hours
• Health & Dental Insurance
• Life Insurance
• Holidays off
• PTO 
• 401(K) with employer match
• Professional development opportunities 

Finance and Insurance (F&I) Advisor Responsibilities:

• Present financing, leasing, and insurance options to customers in a clear and professional manner

• Guide customers through the F&I process, answering questions and ensuring a smooth and transparent experience

• Submit credit applications and work with lenders to secure approvals and finalize deals

• Assist with preparing and reviewing necessary paperwork to ensure accuracy and compliance

• Maintain up-to-date knowledge of F&I products and compliance regulations

• Collaborate with the sales team to support vehicle delivery and provide excellent customer service

• Promote optional products such as extended warranties, service contracts, and protection packages

• Maintain accurate records of deals and lender communications

Finance and Insurance (F&I) Advisor Requirements:

• High school diploma or GED required; some college or additional training preferred

• Previous experience in automotive sales or finance is a plus

• Strong interpersonal and customer service skills

• Professional appearance and demeanor

• Detail-oriented with strong organizational skills

• Familiarity with compliance and regulatory guidelines in the automotive industry

• Ability to thrive in a fast-paced, customer-focused environment

• Valid driver’s license and a clean driving record

Heritage Auto Group is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.