Automotive Finance, F&I Consultant

KPA

. Develop and maintain strong client relationships .

Posted 10/15/2026full-timeSan Francisco • California • United StatesMid-LevelSenior💰 $85,000 - $95,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive knowledge of Finance and Sales regulations and compliance within the automotive dealership sector, while effectively managing client relationships and compliance documentation. Proficient in utilizing the Vera Suite system and Salesforce to enhance operational efficiency and client service.

Highest-signal resume keywords

Finance And Insurance RegulationsSales And Finance Compliance AuditsClient Relationship ManagementVera Suite System ProficiencySalesforce Documentation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Finance And Sales RegulationsCompliance DocumentationKPA Sales And Finance Compliance AuditsMicrosoft WordMicrosoft OutlookMicrosoft PowerPointMobile Application ProficiencyClient Visit SchedulingCompliance TrainingRisk Minimization

Soft Skills

Strong Communication SkillsMultitaskingOrganizational SkillsTime ManagementProblem-Solving

Tools & Technologies

Vera Suite SystemSalesforceMobile Devices

Certifications & Qualifications

F&I Compliance Test

Industry Keywords

Automotive DealershipCompliance CultureClient Risk ManagementDealership ManagementState Dealer Association Management

About the role

Key responsibilities & impact

Develop and maintain strong client relationships
Demonstrate industry and regulatory knowledge through onsite field audits, deal jacket reviews, and employee training
Help minimize client risk and increase profitability
Conduct KPA Sales and Finance Compliance Audits
Learn and use the Vera Suite system and mobile application in the field
Attend in-person meetings and webinars about KPA's Sales and Finance Compliance software
Inherit a customer service base and establish relationships with dealership managers and management teams
Complete new hire orientation and pass an F&I compliance test
Organize client visit schedules to maximize travel efficiency
Prepare compliance documentation
Communicate and implement sales and finance management compliance systems
Document and submit 20 referrals or sales leads annually to the area Account Executive
Build relationships with dealer group management and State Dealer Association Management
Present to the district on changing dealership compliance responsibilities and KPA's product line
Manage accounts and document activities in Salesforce
Travel to dealerships within the San Francisco-area territory, including Fremont, San Jose, and Berkeley
Perform other assigned duties

Requirements

What you’ll need

5+ years working in a position that oversees Finance & Insurance regulations at an automotive dealership required
Deep knowledge in Finance and Sales regulations and compliance
Ability to stay current with legal/regulatory and compliance trends and incorporate new information into policies and procedures
Ability to identify and analyze complex issues and evaluate broader business implications
Strong in-person and written communication skills
Ability to interact with clients at all levels and provide timely practical advice and solutions
Ability to work independently, exercise good judgment, and take ownership of issues
Demonstrated integrity and ability to foster a compliance culture
Strong multitasking and prioritization skills
Excellent organizational and time management skills
Ability to learn new platforms and technology quickly
Proficiency in Microsoft Word, Outlook, and PowerPoint preferred as the ideal candidate profile
Comfort using mobile devices
Active driver's license
Ability to lift up to 20 pounds
Ability to stand for at least 6 hours per day
Ability to receive and interpret audio signals and detailed oral communication
Ability to recognize and respond to potentially dangerous situations
Ability to bend, crouch, reach, and push/pull items up to 20 pounds
Ability to stay overnight in a hotel multiple weeks per quarter
Ability to travel between client visits, typically 4 days per week
Flexibility to cover other regions as needed

Benefits

Comp & perks

Medical insurance
Dental insurance
Vision insurance
Flexible Spending Accounts
PTO
Paid holidays
Floating holidays
401(k) with Company match and immediate vesting
Company-funded Life Insurance
Employee Assistance Programs
No-cost Mental Health Benefits
Quarterly bonus plan estimated at an additional $10k annually
Remote work from a home office
KPA employee benefits package