Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Services Consultant

RadNet, Inc.

Summary / Objective The Financial Services Consultant produces additional revenue for the dealership by selling finance and insurance programs and other appropriate after-sale items to new and used vehicle customers. Works directly with our employees and customers to develop relationships and help bridge disconnects in the sales process. Essential Functions Sells finance and insurance products to customers Builds rapport with customers to build a base of referrals to establish customer network Maintains impeccable reputation with lenders Produces and submits paperwork for title work and secures funding from finance sources in a timely manner Provides customers with thorough explanation of aftermarket products and extended warranties Provides customers with complete explanation of manufacturer and dealership service procedures and policies Develops and monitors guidelines for working with customers to ensure maximum customer satisfaction Processes finance and lease deals accurately, fairly, and in accordance with local, state, and federal statutes, and company policies Conducts business in an ethical and professional manner Processes all federal, state, and dealer paperwork related to vehicle transaction Understands and complies with all federal, state, and local regulations that affect the new and used vehicle and finance departments Completes paperwork necessary for vehicle sales and leases in a timely and efficient manner Checks all paperwork for, including but not limited to, correct title, lien information, taxes, and consumer information before forwarding to accounting Acquires and maintains current state insurance license, completing continuing credit insurance education Maintains insurance files Develops and monitors guidelines for working with customers to ensure maximum customer satisfaction Maintains an adequate and current supply of all required contracts and paperwork needed for completion and finalization of car deals Ensures work areas and customer waiting areas are kept clean Follows all attendance and punctuality standards with adherences to timekeeping standards Follows the Code of Business Ethics and Conduct Understands and follows all work rules and procedures and follows lawful directions from supervisors Upholds the company's non-disclosure and confidentiality policies and agreements Maintains a professional appearance for self and subordinates in accordance with company policy Attends pertinent training on request Attends company meetings as required Other duties as assigned Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. EEO Statement The Company is committed to hiring a diverse and qualified workforce. We will not consider any characteristic or category protected by state or federal law in hiring or employment decisions, including but not limited to race, national origin, color, religion, sex, sexual orientation, gender identity, disability, age, status as a parent, or genetic information. Requirements Ability to sell products and services in a professional and ethical manner Ability to understand, keep abreast of, and comply with federal, state, and local regulations that affect the new and used vehicle and finance departments Ability to facilitate and/or conduct technical training to other employees Computer proficient Exceptional communication skills, both oral and written, with the ability to effectively communicate via face-to-face, phone, or by other means of communication Ability to define problems, collect data, establish facts, and draw valid conclusions Ability to process data and organize it for management analysis Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals Ability to compute rate, ratio, and percent and to draw and interpret bar graphs Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume Ability to understand and follow work rules and procedures Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions Ability to work independently and to carry out assignments to completion within parameters of instructions given, prescribed routines, and standard accepted practices Ability to interact well with others and be a positive influence on morale of department, dealership, and organization Supervisory Responsibility N/A Work Environment / Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Light Work- lifting no more than 20 pounds at a time and/or frequent lifting or carrying of objects weighing up to 10 pounds This position requires a good deal of walking or standing, or this position could involves sitting most of the time with some pushing and pulling of arm or leg controls This position requires the ability to climb, push, pull, stoop, kneel, reach, grasp This position involves repetitive motion This position requires the ability to talk and hear This position is primarily located in an office environment, with heating and air conditioning Position Type / Expected Hours of Work Works evenings, weekends, and holidays as required. Required Education and Experience Associate's degree (A.A.) or equivalent; and two to three year's related experience and/or training; or equivalent combination of education and experience. Preferred Education and Experience Bachelor's degree in Business, Account or Finance or equivalent; and three to five years related experience and/or training; or equivalent combination of education and experience Additional Eligibility Qualifications (Certification/Licenses/Registrations) AFIP Certification is preferred but not required Safety Sensitive Position No #J-18808-Ljbffr RadNet, Inc.

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Financial Services Consultant in Indianapolis, IN vacancy
  • $82.6k - $162.8k

     ...and scale efficiently as their businesses grow. As a NetSuite Consultant at Deloitte, you will support the design and implementation of...  ...and technical skills. This role fits professionals across core financial accounting, procure-to-pay, or order-to-cash implementation... 
    Suggested
    Local area
    Visa sponsorship

    Deloitte

    Indianapolis, IN
    1 day ago
  •  ...health, we are dedicated to innovation and delivering products and services to prevent and treat disease in farm animals and pets. At...  ...better makes life better - join our team today!Your Role:As the Financial System Advisor, you will play a pivotal role in shaping the... 
    Suggested
    Full time
    Summer work
    Relocation

    Elanco

    Indianapolis, IN
    4 days ago
  •  ...Financial Advisor Join to apply for the Financial Advisor role at First Command Financial Services, Inc. Job Description Overview First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping... 
    Suggested
    Hourly pay
    Minimum wage
    Full time
    Temporary work
    For contractors
    Traineeship
    Internship
    Work at office
    Local area
    Home office

    First Command Financial Services

    Indianapolis, IN
    2 days ago
  • $61k - $119k

     ...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients...  ...& Income Protection Education Funding Investment & Advisory Services Trust Services Retirement Solutions Business Needs Analysis Northwestern... 
    Suggested
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Carmel, IN
    3 days ago
  • $50k

     ...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus... 
    Suggested
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Carmel, IN
    1 day ago
  • $80k - $110k

     ...Career Changers Wanted | Build Your Own Financial Advisory Practice Indianapolis, IN Commission-Based | $80,000–$110,000 at plan yearly You’ve built credibility. You’re trusted in your community. You’re driven, sharp, and ready for a career where you call the shots. At... 

    WestPoint Financial Group

    Indianapolis, IN
    3 days ago
  •  ...We are seeking a highly motivated, detail‑oriented Financial Advisor to join our advisory team. An excellent opportunity for an early career financial services professional who is passionate about helping clients build secure financial futures. This person would work... 

    Raymond James

    Carmel, IN
    1 day ago
  •  ...protect their future? If so, then Nationwide Financial could be the place for you! At...  ...presentations. Critical Success Competencies Consultative communication Ability to explain...  ...in person) where information on retiree services is required. Maintains awareness of changing... 
    Work at office

    Nationwide

    Carmel, IN
    2 days ago
  •  ...Financial Advisor Valeo Financial Advisors is one of the largest RIA firms in the Midwest, with over $10B in assets under management...  ...the next generation and revolutionizing the financial services industry. Valeo provides competitive benefits including unlimited... 
    Temporary work
    Work at office

    Valeo Financial Advisors LLC

    Carmel, IN
    1 day ago
  •  ...Financial Aid Advisor - Lincoln Tech - Indianapolis, IN CampusWe're looking for an experienced financial aid professional who understands the unique needs of career-focused students pursuing skilled trades education. If you have 1+ years of hands-on financial aid experience... 
    Full time
    Temporary work
    Immediate start

    Lincoln Tech

    Indianapolis, IN
    2 days ago
  • $110.7k - $218.3k

     ...scale efficiently as their businesses grow. As a NetSuite Senior Consultant at Deloitte, you will help clients design and implement...  ...measurable results. This role fits professionals across core financial accounting, procure-to-pay, or order-to-cash implementation backgrounds... 
    Local area
    Visa sponsorship

    Deloitte

    Indianapolis, IN
    1 day ago
  •  ...integrated, payroll, cloud-based HR and financial management solutions that put organizations...  ...to work. As a Workday WSS/CLM/Evisort Consultant, your primary responsibilities may...  ...AccentureAccenture is a leading global professional services company that helps the world’s leading... 
    Full time
    Work experience placement
    Live in
    Work at office
    Local area

    Accenture

    Carmel, IN
    5 days ago
  • $116k - $229.1k

     ...bringing you the best in cloud-based ERP applications like Workday Financials and Infor. We're here to help transform finance and supply-...  ...ends on 9/30/2026Work you'll doAs a Workday Financials Sr Consultant, you will lead project workstreams, identify and document business... 
    Local area

    Deloitte

    Indianapolis, IN
    5 days ago
  • $77.9k - $199k

     ...designed for clients with diverse and complex financial priorities; those with a need for robust...  ..., asset management, estate or trust services, and private banking who are focused on...  ...developing subject matter expertise to consult clients appropriately.Maintain knowledge... 

    Old National Bank

    Indianapolis, IN
    4 days ago
  •  ...Location: Indianapolis, IN WestPoint Financial Group (WPFG) is hiring a Financial Advisor to help clients protect what matters, build...  ...their needs Develop long-term relationships through ongoing service, reviews, and follow-up Leverage mentorship, training, and... 
    Full time

    WestPoint Financial Group

    Indianapolis, IN
    more than 2 months ago
  • $80k - $110k

     ...wondering what it would look like if all that effort built your business instead of a company's quarterly report. At WestPoint Financial Group, we work with people making exactly that jump. Most of our advisors didn't come from finance. They came from roles where they... 
    Full time
    Shift work

    WestPoint Financial Group

    Indianapolis, IN
    more than 2 months ago
  •  ...Bank Of America Financial Advisor At Bank of America, we are guided by a common purpose to help make financial lives better through...  ...Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds... 
    Temporary work
    Work at office
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Greenwood, IN
    5 days ago
  • $35.37 - $58.95 per hour

    Financial Consultant - Banner Health Estimated Pay Range: $35.37 - $58.95 / hour, based on location, education, & experience. Department: Admin-Clinic Work Shift: Day Job Category: Finance Location: Remote Schedule: Monday thru Friday 8:30am-4:30pm MST Position Summary... 
    Remote work
    Monday to Friday
    Shift work

    Banner Health

    Indianapolis, IN
    6 days ago
  •  ...first 25 applicants Direct message the job poster from Prudential Financial Regional Director with Prudential Advisors-Greater Midwest...  ...Verify. Prudential, the Prudential logo, and the Rock symbol are service marks of Prudential Financial, Inc., and its related entities,... 
    Full time
    Worldwide

    Prudential Financial

    Indianapolis, IN
    6 days ago
  • $97k - $192k

     ...Overview The Hill Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the...  .... Exclusive training/development with experienced financial services professionals supporting you. An environment and culture of mutual... 
    Work at office
    Local area
    Work from home
    Flexible hours

    Hill Region - Modern Woodmen of America

    Indianapolis, IN
    6 days ago
  •  ...Physicians provide a comprehensive range of primary and specialty care services at the 333-bed hospital and outpatient facilities both on and...  ...Indianapolis. FLSA Status Non-Exempt Job Role Summary The Financial Counselor assists customers with information necessary for... 
    Full time
    Work at office
    Local area
    Shift work

    Marion County Public Health Department

    Indianapolis, IN
    6 days ago
  •  ...INDIANAPOLIS Overview The purpose of the Financial Representative is to meet the needs of...  ...purpose of sales, conservation, and service. Adequately prepares for and conducts...  ...appointments using Western & Southern Life consultative practices and processes. Effectively... 
    Work at office
    Local area

    Western & Southern Financial Group

    Indianapolis, IN
    6 days ago
  •  ...relationship skills are. Never thought you would be in the finance industry? 80 percent of our advisors have found their calling in financial services after working in other industries. THIS CAREER OFFERS YOU: IMPACT, AUTONOMY & INCOME .Uncapped earning potential with a... 

    Northwestern Mutual

    Fishers, IN
    5 days ago
  • $17.93 - $29.89 per hour

    ## Financial CounselorApplylocations: US-IN-Indianapolistime type: Full timeposted on: Posted Todayjob requisition id: JR6786**Location...  ...(EMR) and billing software while also verifying the patient’s services meet insurance coverage appropriateness.# **Primary Job Duties... 
    Immediate start
    Remote work
    Monday to Friday
    Shift work
    Weekend work

    American Oncology Network, LLC

    Indianapolis, IN
    3 days ago
  • $36k - $75k

    Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative... 
    Traineeship
    Local area
    Home office

    Mutual of Omaha

    Indianapolis, IN
    5 days ago
  • $61k - $119k

    Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients...  ...Income Protection • Education Funding • Investment & Advisory Services • Trust Services • Retirement Solutions • Business Needs... 
    Work at office

    UNAVAILABLE

    Carmel, IN
    2 days ago
  •  ...How much of it actually creates income - and how much of it is service drag, paperwork someone else should own, or "opportunities" from...  ...66) Active Life insurance license Documented closing evidence; financial decisions you personally influenced and closed. A credible... 
    Permanent employment
    Work at office
    Remote work

    Omega Wealth Private Capital, LLC

    Indianapolis, IN
    5 days ago
  •  ...investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and...  ...business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    The PNC Financial Services Group

    Carmel, IN
    5 days ago
  •  ...Description Job Description Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an... 

    Thrivent

    Greenwood, IN
    more than 2 months ago
  •  ...solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab s approach to investing....  ...years advisory experience, including creating and customizing financial plans and portfolios for clients Five or more years in the... 

    Charles Schwab

    Indianapolis, IN
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Services Consultant. Be the first to apply!