Financing and Insurance (F&I) Consultant

Description

Job Summary: The Financing and Insurance (F&I) Consultant at Maranhão Motos will be responsible for guiding the financing and insurance process, ensuring security and clarity for the customer. Key Highlights: 1. Guide financing and insurance processes with a focus on customer experience 2. Conduct insurance simulations and closings in a consultative manner 3. Maintain certifications and track commercial goals **About the company:** The **Maranhão Motos** is an authorized Honda dealership, recognized for quality and trust in the two-wheeler industry. In addition to selling new and used motorcycles, we are also specialists in selling genuine Honda parts, both at retail and wholesale levels. Our commitment is to deliver products and services of excellence, always focusing on customer satisfaction and strengthening business relationships across the entire state of Maranhão. **Job Description:** We are seeking a committed, agile, and results-oriented **Financing and Insurance (F&I) Consultant**. This professional will be responsible for guiding the financing and insurance contracting process—from analysis and simulation through to final execution—ensuring security, clarity of information, and an excellent customer experience. The role involves partnering with financial institutions while aligning with internal policies, commercial goals, and Maranhão Motos’ service standards. * Fully embody and promote the **Maranhão Motos** culture (Business, Mission, Vision, and Values); * + Attend meetings, trainings, and organizational activities when requested; + Perform **data entry and tracking of financing proposals**; + Track the **application form** until approval and release by the financial institution; + Finalize the proposal upon receipt of credit analysis results; + Conduct **insurance simulations and closings**, presenting options to the customer in a consultative manner; + Provide necessary departmental information for completing the **DRE** (Demonstrative Financial Statement), ensuring accuracy in records; + Issue and track **electronic invoices**, where applicable to banking and insurance processes; + Generate **bank slips** related to financing and insurance operations; + Prepare and present the **monthly goals report** to the Commercial Manager; + Submit **daily updates** and transaction records for insurance and banking activities; + Support, as needed, in **license plate delivery**, maintaining service standards and customer support; + Complete and keep updated the **required certifications (CDC and Vehicles)** per financial institutions’ regulations.