
1001 - 5000 employees
Founded 1908
đ¸ Finance
đĄď¸ Insurance
Finance ⢠Insurance
Protective Life is a financial services company specializing in providing affordable life insurance and annuities. The company offers a variety of insurance products such as term life, whole life, and universal life policies, as well as fixed, immediate, indexed, and variable annuities. Protective Life assists individuals in planning for their future, including retirement, estate planning, and financial protection for families. The company emphasizes its commitment to sustainability, community involvement, and helping customers achieve protection and security throughout various life stages. Protective Life is known for its strong financial foundation and is licensed to operate in all states except New York.
đ September 2
đ California â Remote
đľ $120k - $174k / year
â° Full Time
đ˘ Junior
đĄ Mid-level
đ¸ Financial Planning and Analysis (FP&A)
đŤđ¨âđ No degree required
đŚ H1B Visa Sponsor
đť Ghost score 1%
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1001 - 5000 employees
Founded 1908
đ¸ Finance
đĄď¸ Insurance
Finance ⢠Insurance
Protective Life is a financial services company specializing in providing affordable life insurance and annuities. The company offers a variety of insurance products such as term life, whole life, and universal life policies, as well as fixed, immediate, indexed, and variable annuities. Protective Life assists individuals in planning for their future, including retirement, estate planning, and financial protection for families. The company emphasizes its commitment to sustainability, community involvement, and helping customers achieve protection and security throughout various life stages. Protective Life is known for its strong financial foundation and is licensed to operate in all states except New York.
⢠Increase business at dealerships through training, production monitoring, and analysis of Finance and Insurance product sales ⢠Create and develop sales strategy plans to increase dealer profitability ⢠Advise Dealer Finance and Insurance personnel on techniques ensuring compliance with all customers ⢠Create action plans through coordinated group and individual training, production reviews, and product enhancement recommendations ⢠Oversee month-to-month production and advise dealer principals, general managers, and finance directors on strategies to improve profits ⢠Provide ongoing service to dealership accounts by promoting and training on products ⢠Provide clients with product details, warranty procedures, pricing, and new product information ⢠Resolve client inquiries, complaints, disputes, and concerns; perform follow-up procedures ⢠Create and implement dealership-specific sales practices and financial incentives ⢠Formulate dealership procedures to increase Finance and Insurance department profit while maintaining legal compliance ⢠Meet monthly with Executive Management to review accounts, recommend approaches, and report problems and corrective actions ⢠Recommend Finance and Insurance pay-plan incentives and sales goals ⢠Report competitive information by analyzing monthly reports and monitoring dealership production ⢠Negotiate and set pricing on certain Walkaway products with new dealership clients ⢠Lead monthly production meetings and training activities ⢠Communicate and monitor each dealership's product directive ⢠Support and enforce company sales policies and procedures and develop long-term client relationships ⢠Assess client needs and make recommendations using Finance and Insurance industry and company product expertise
⢠Experience as a Finance & Insurance Manager or F&I Director within an automotive dealership (required) ⢠Demonstrated success in increasing F&I production, profitability, product penetration, and compliance performance ⢠Strong working knowledge of dealership operations, lender relationships, menu selling, and regulatory compliance requirements ⢠Consistent and regular travel within the state of California ⢠Ability to read, analyze, and interpret business periodicals, professional journals, technical procedures, and governmental regulations ⢠Ability to author reports, business correspondence, and procedure manuals ⢠Ability to present information and respond to questions from managers, clients, customers, and the public ⢠Ability to calculate discounts, interest, commissions, proportions, percentages, area, circumference, and volume ⢠Ability to apply basic algebra and geometry ⢠Ability to apply common-sense understanding to written, oral, or diagram instructions ⢠Ability to deal with problems involving several concrete variables in standardized situations ⢠Knowledge of word processing, spreadsheet, internet, order processing, project management, database, and contract management software ⢠Two to four years related experience and/or training ⢠Valid driver's license ⢠Oral and written communication skills ⢠Sales technique, customer relations, and customer service skills ⢠Technical communication skills ⢠Math aptitude ⢠Negotiation skills ⢠Organizational and time management skills ⢠Presentation skills ⢠Ability to follow procedure manuals ⢠Ability to regularly drive and occasionally lift/move 15 to 20 pounds
⢠Comprehensive health, dental and vision insurance ⢠Mental health benefits ⢠Employee assistance program ⢠Paid time off ⢠Paid parental leave ⢠Short-term disability ⢠Cultural observance day ⢠Contributions to healthcare accounts ⢠Pension plan ⢠401(k) plan with Company matching ⢠ProHealth Rewards wellbeing platform with cash rewards
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