Compass Team - Chart A New Course!

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FINANCE PRO I

Compass Team - FSD How much is a professionally trained Financial Services Manager worth to your organization?

Finance Pro I is a 4-day basic level course for your new Financial Services Managers (FSMs). This course is designed to take either a “new to the business” or “new to finance” individual and give them a strong foundation in the art of selling F&I products and services in your dealership.

The following areas of concentration will be covered over the 4-day course:

  • Introduction to finance
  • Proper interviewing skills
  • Evaluating the credit report
  • Lender relations
  • Deal and workload management
  • Sales staff relations
  • Professional Presentation of products and services
  • Properly handling objections
  • Products and services educations
  • Proper contract and paperwork procedures
  • Accounting relations
  • Professional development

At the end of the 4-day course, your FSM will have acquired the skills to enable them to:

  • Take a proper turn with a professional interview
  • Evaluate and understand a credit report
  • Submit deals for lender approval
  • Properly manage their deal workload
  • Understand the importance of an excellent relationship between finance and sales
  • Provide a professional and effective presentation to your clients
  • Effectively handle customer objections
  • Accurately complete all necessary paperwork
  • Effectively communicate with the accounting department to
    ensure immediate funding
  • Maximize profitability and productivity

The business of the retail automotive industry is
a rapidly changing, intricate machine that requires up-to-date
training and development to keep your managers on the
cutting edge. Don’t get left behind…enroll your managers in
Finance Pro I
today! 














Compass Team - Chart A New Course!
reputable experience