Automotive Finance (F&I) Consultant

Job Description

Job Description

Founded in 1986, KPA is a leading provider of Workforce Compliance software and consulting services. We succeed if our clients can send their employees home at night, having not experienced a workplace accident or injury. The combination of software, consulting, and training helps clients identify, remedy, and prevent workplace safety and compliance problems so they can focus on what’s important – their core business. 

Help us help keep people safe and businesses working efficiently. Named as one of   Built In Colorado’s Best Places to Work   for seven years in a row, KPA is made up of talented individuals working together for the greater good. We’re here to help our clients build safe, thriving organizations, and we’re looking for people with a common goal to help us do it. 

Position Description :

Ready to take your dealership experience to the next level — without the retail hours?

KPA is looking for an experienced automotive F&I professional to join our growing team as an F&I Risk Management Consultant. This is an excellent opportunity for Finance Managers, Directors, Controllers, Office Managers, Contracts Clerks, or dealership compliance professionals seeking a better work-life balance while staying connected to the automotive industry they know and love.

The F&I Consultant will play a crucial role in developing and maintaining strong relationships with clients to establish and demonstrate exceptional industry and regulatory knowledge through onsite field audits, deal jacket reviews, and employee trainings. The objective of the consultant is to help minimize risk and increase profitability for the client. You will be acting as an advisor to your assigned dealerships reviewing both state and federal compliance issues concerning Advertising, Sales, and Finance.

As an F&I Consultant, you’ll serve as a trusted advisor to dealership clients by:

• Conducting onsite F&I compliance audits and deal reviews
• Training dealership teams on state and federal compliance
• Building strong relationships with dealer partners
• Helping dealerships reduce risk and improve operational compliance
• Advising on Advertising, Sales, and Finance regulations

In the first 60 days you will:

• Shadow our current 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 mobile application in the field.
• Attended multiple in-person meetings and webinars on KPA's Sales and Finance Compliance software product.
• Inherit a customer service base and quickly establish relationships with Mangers and Management teams across many different dealerships.
• Complete new hire orientation training and pass a test on F&I compliance to become fully operational as a KPA F&I Consultant.

In the first 6 months you will:

• Establish and demonstrate exceptional industry and regulatory knowledge through onsite field audits, employee training, and regulatory interaction with clients.
• Organize your 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.

By the end of  your first year you will:

• Help communicate and implement sales and finance management compliance systems.
• Support the ongoing growth of the company by providing 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 district on the ever-changing Compliance responsibilities for a dealership and how our product line is crucial for maintaining compliance.

• Effective communication skills, in-person, in writing, and by phone.
• Professional, collaborative, and persuasive when interacting with clients.
• Successfully work in a self-directed environment, combining both the independence of working from a home office while professionally representing KPA in the field with clients.
• Interest and aptitude in learning Federal and State-specific regulations imposed on the automotive dealership industry.
• Ability to manage accounts efficiently and document all activities in our CRM platform (Salesforce).
• Performs other duties and fulfills other responsibilities, as assigned.

• 5+ years of automotive dealership experience in F&I, sales compliance, accounting, or dealership operations
• Strong understanding of dealership compliance and regulations
• Excellent communication and relationship-building skills
• Self-motivated and comfortable working independently
• Comfortable with travel throughout the assigned territory
• Demonstrated integrity and ability to foster a strong compliance culture
• Strong organizational, time management, and multitasking abilities
• Ability to quickly learn and adapt to new technology platforms and mobile applications
• Proficiency with Microsoft Word, Outlook, PowerPoint, and mobile devices

Physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Active driver’s license and insurance as required by law.
• Reliable transportation and ability to drive between client visits, typically 4 days per week. Driving time per day varies according to geography and scheduling.
• Ability to lift up to 20 pounds.
• Ability to stand on feet a minimum of 6 hours per day.
• Ability to sufficiently receive audio signals to proceed with caution around heavy machinery, vehicles and other warning noises to ensure safety.
• Ability to perceive sounds at normal speaking levels, with or without correction, and the ability to receive detailed information through oral communication and to make discriminations in sound.
• Ability to see, recognize, and respond to potentially dangerous situations
• Ability to physically move in manners such as bending, crouching, reaching, and pushing/pulling items up to 20 pounds
• Ability to stay overnight in a hotel a total multiple weeks per quarter and fly on an airplane domestically. 

• This role is based from your home office with travel throughout the territory. This position will be based out of Temecula, Escondido, Carlsbad or Lake Elsinore. 
• Daily travel to dealerships throughout Orange, Inland & San Diego Counties areas. 
• Overnight travel may average approximately 10 nights per quarter.

In addition the base salary, this position is eligible for a quarterly bonus plan estimated at an additional $10k-12k annually.

Don’t meet every job requirement? At KPA, we are dedicated to building a diverse, inclusive, and authentic workplace. Studies have shown that women and people of color are less likely to apply unless they meet every requirement. If you’re excited about the role but your past experience doesn’t align perfectly with every qualification, we still encourage you to apply! You might just be the right candidate for this or other roles.

As a growing company KPA   values its employees by supporting them with a full benefits package including 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, and No-cost Mental Health Benefits.

About KPA

Founded in 1986, KPA is a leading provider of Environment, Health & Safety (EHS), and Workforce Compliance software and consulting services. KPA solutions help clients identify, remedy, and prevent workplace safety and compliance problems across their entire enterprise. The combination of KPA's software, consulting services, and award-winning training content helps organizations minimize risk so they can focus on what's important—their core business.  

We are passionate about what we do, how we do and why we do it. Our culture is driven by the KPA core values – Integrity, Helpful, Excellence, Agile, Respectful, and Teamwork. Success will be determined by the capabilities, energy and character of the people we bring into our organization and the performance they achieve.

KPA, with headquarters in Colorado and teammates throughout the United Sates, is recognized as one of Colorado's Best Places to Work to Work by Built In Colorado for 2025, making the list seven years running.  

KPA is committed to providing equal opportunity in all of our employment practices, including selection, hiring, promotion, transfer, and compensation, to all qualified applicants and employees without regard to race, religion, religious dress/grooming, color, ethnicity, sex (including sex stereotyping), sexual orientation, gender identity or gender expression, national origin, ancestry, citizenship status, creed, uniform service member status, military or veteran status, marital status, pregnancy, breast-feeding and/or pregnancy-related conditions, age, protected medical condition, leave status, physical or mental disability, genetic characteristics, or any other legally-protected status in accordance with the requirements of all federal, state and local laws. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.

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