F&I Risk Management Consultant

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 six 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.

Are you looking for a dynamic SaaS and Services company? Do you enjoy helping others and learning new things on a wide variety of topics? If you are looking for an opportunity to establish a career in a well-established and fast-growing company, KPA’s Finance & Insurance Risk Management Consultant - Automotive may be the perfect fit for you!

Position Description

The Finance & Insurance Risk Management 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.

The consultant develops and maintains relationships with dealer principals, dealer management, compliance officers, dealer general counsel, and other dealership staff. The position requires a person who is comfortable connecting with clients face-to-face, as well as by phone, e-mail, and virtual video sharing (i.e., GoToMeeting or Zoom).

Functions of the Finance & Insurance Risk Management Consultant position will grow and change as KPA grows, so it’s a perfect opportunity to join an expanding department at KPA.

Location:

While this is a remote position based out of the employee’s home office, it will require frequent visits to clients within the territory, including overnight travel. The territory for this position includes San Antonio and surrounding areas.

In The First 60 Days You Will

• 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
• Attended multiple in person meetings and webinars on the Sales and Finance product
• Inherit a customer service base and quickly establish relationships with Mangers 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.
  
  

In The First 6 Months You Will

• Establish and demonstrate exceptional industry and regulatory knowledge through onsite field audits, employee training, and regulatory interaction
• 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
  
  

By The End Of The First Year You Will

• 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.
  
  

Success Criteria

• Effective communication skills, in-person, in writing, and by phone.
• Professional, collaborative, and persuasive when interacting with clients.
• Successfully work in a fast-paced, self-directed, entrepreneurial environment, combining both the independence of working from a home office while professionally representing KPA.
• 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.
• Performs other duties and fulfills other responsibilities, as assigned.
  
  

Qualifications

• Solid experience working in an automotive dealership required. Deep knowledge in Finance and Sales regulations and compliance. Sales experience is a plus.
• 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. The ideal candidate will be proficient in Microsoft Word, Outlook, and PowerPoint, and will be proficient and comfortable using handheld and portable devices.
  
  

Relationships

• As an F&I Consultant, you are expected to develop and maintain internal and external relationships with:
• District Manager, District Supervisor, staff colleagues, and other members of KPA management team
• District clients, potential clients, dealer group management and state dealer associations
  
  

Travel Expectations

• Generally 4 days per week traveling to client sites within your assigned region - The territory for this position includes San Antonio and surrounding areas
• Around 2 weeks per month of overnight travel
• Air travel 2-4 times a year
  
  

Compensation

• Annual salary range between $70-80k
• Annual Bonus Target of 10k
  
  

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 Midsize Places to Work by Built In Colorado for 2024.

“To be ranked in Built In’s Best Places to Work Awards is a recognition of KPA’s dedication to creating a team of outstanding professionals and our efforts to create a positive and safe workplace culture for everyone,” said Chris Fanning, KPA President and CEO . “I believe we’ve developed a high caliber organization comprised of passionate people who are experts in their respective fields and deliver great value to our customers.”

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.

If you need assistance or an accommodation due to a disability, you may contact us at [email protected] .

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.