Finance and Insurance Consultant

Overview

This role involves building a customer-focused remote finance team that helps bring automotive finance to customers wherever they are. If you have experience in finance, lending, or sales, strong phone skills, and the ability to turn enquiries into opportunities, the organization would like to hear from you.

You will work from home and follow up on sales and finance enquiries, guide customers through finance pre-approval before they visit dealerships, and provide additional remote support to Finance & Insurance Managers during higher demand periods.

Responsibilities

• Follow up sales and finance enquiries promptly, converting interest into applications.
• Build rapport over the phone, understand customer needs, and explain suitable finance options.
• Guide customers through applications and lender requirements toward pre-approval.
• Maintain consistent follow-up and accurate customer records.
• Work with dealership teams and lenders to deliver a seamless customer experience.
• Provide remote finance support and cover leave across the dealership network during high-demand periods, leave coverage, and peak trading times.
• Achieve performance targets while maintaining high standards of service, responsible lending, and compliance.

Requirements

• Experience in finance, lending, or sales and exceptional phone skills (essential).
• Backgrounds in automotive finance, banking, mortgage broking, and consultative sales are welcome.
• Confidence building rapport, handling objections, and converting enquiries into applications.
• Strong organisation, time management, and attention to detail.
• Strong computer skills and confidence using multiple systems.
• Ability to work independently from home while staying connected to dealerships, the finance team, and lenders.
• Drive to achieve results, commitment to compliance, and genuine customer focus.

Preferred Qualifications

• Experience in automotive finance, banking, mortgage broking, or consultative sales.

Compensation & Benefits

• Flexibility to work from home, with days and hours discussed with the successful candidate.
• Competitive salary plus performance-based commissions.
• Training and support to gain lender accreditation (including access to leading automotive financiers offering end-to-end digital application and settlement processes).
• Industry-leading technologies that incorporate customer credit scores and finance repayment options to simplify the finance journey.
• Ongoing coaching from an experienced team.
• Career opportunities, including senior finance and leadership roles.

Location

Remote / work from home. Flexible roster (days and hours discussed with the successful candidate).