KPA · 1 month ago
F&I Risk Management Consultant
San Antonio, TX
Full-time
Hybrid
Entry, Mid Level
$70K/yr - $80K/yrKPA is a leading provider of Workforce Compliance software and consulting services, dedicated to workplace safety and compliance. The Finance & Insurance Risk Management Consultant will develop and maintain strong client relationships, conduct field audits, and provide employee training to minimize risk and increase profitability for clients.
ConsultingSoftware
Responsibilities
Develop and maintain strong relationships with clients to establish and demonstrate exceptional industry and regulatory knowledge through onsite field audits, deal jacket reviews, and employee trainings
Help minimize risk and increase profitability for the client
Organize client visit schedule to maximize travel efficiency based on local and distant client groupings and service frequency
Assist with and/or prepare various compliance documentation as needed
Help communicate and implement sales and finance management compliance systems
Support the ongoing growth of the company by performing exceptional customer service, documenting and submitting 20 referrals or sales leads per year to your area Account Executive
Be responsible for promoting productive relationships with dealer group management for KPA clients and State Dealer Association Management
Perform your first in person presentation to our complete district on the ever-changing Compliance responsibilities for a dealership and how our product line is crucial
Shadow our teams’ consultants and learn the process on how to properly conduct a KPA Sales and Finance Compliance Audit
Learn the Vera Suite system thoroughly and learn to use the handheld in the field
Attend multiple in person meetings and webinars on the Sales and Finance product
Inherit a customer service base and quickly establish relationships with Managers and Management teams across many different dealerships
Complete new hire orientation training to be fully operational as a KPA F&I Consultant, using KPA technology to perform audits on a handheld device
Pass a test on F&I compliance before becoming operational
Establish and demonstrate exceptional industry and regulatory knowledge through onsite field audits, employee training, and regulatory interaction
Qualification
Required
Solid experience working in an automotive dealership required
Deep knowledge in Finance and Sales regulations and compliance
Ability to stay current with legal/regulatory and compliance trends, incorporating new information into KPA policies and procedures
Ability to identify and analyze complex issues and evaluate their broader implications for the business
Ability to interact with clients at all levels, providing timely practical advice and solutions
Strong communication skills both in-person and in writing are required
Ability to work independently, exercise good judgment, and take ownership of issues and matters to their successful conclusion
Experience working in a fast-paced, dynamic environment
Demonstrated integrity and ability to foster a compliance culture
Strong ability to multi-task and quickly shift priorities
Excellent organizational and time management skills
Ability to navigate and learn new platforms and technology quickly and effectively
Proficient in Microsoft Word, Outlook, and PowerPoint
Proficient and comfortable using handheld and portable devices
Preferred
Sales experience is a plus
Benefits
Medical
Dental
Vision
Flexible Spending Accounts
PTO
Paid and Floating Holidays
401k with Company match and immediate vesting
Company-funded Life Insurance
Employee Assistance Programs
No-cost Mental Health Benefits
Company
KPA
KPA provides Environment, Health & Safety (EHS), HR Management, and Finance & Insurance compliance software and services to companies.
Founded in 1986
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$5M2018-08-08Acquired
2011-10-17Private Equity· $5M
Leadership Team
Michael Bruns
Chief Executive Officer
Recent News
Company data provided by crunchbase