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Client Advisor

Irvine Mini

Client Advisor

Irvine, CA
Full Time
Paid
  • Responsibilities

    +--------------------------------------+--------------------------------------+ | POSITION: | CLIENT ADVISOR | +--------------------------------------+--------------------------------------+ |   |   | +--------------------------------------+--------------------------------------+ | REPORTS TO: | SALES MANAGER | +--------------------------------------+--------------------------------------+ |   |   | +--------------------------------------+--------------------------------------+ | FLSA STATUS: |    EXEMPT        NON-EXEMPT | +--------------------------------------+--------------------------------------+

     

     

    POSITION PURPOSE

     

    The CLIENT ADVISOR is responsible for sales of new and pre-owned vehicles to customers within the assigned Dealership.

     

    ESSENTIAL DUTIES AND RESPONSIBILITIES

     

    +--------------------------------------------------------------------------+ | - Meet and greet guest promptly, and in a friendly and | | professional manner. | +--------------------------------------------------------------------------+ | - Knows understands and adheres to federal, state and local laws which | | govern retail auto sales. | +--------------------------------------------------------------------------+ | - Maintain product knowledge through dealer training and self-study. | +--------------------------------------------------------------------------+ | - Strives to meet sales goals by meeting and greeting potential | | customers as they enter the showroom; contacting previous customers | | and seeking referrals; responding to emails, telephone calls and | | faxes and developing outside networking relationships. | +--------------------------------------------------------------------------+ | - Identify customer’s automotive needs. | +--------------------------------------------------------------------------+ | - Have knowledge and answer any questions the customer has regarding | | vehicles they express an interest in. | +--------------------------------------------------------------------------+ | - Set up and conduct demos as requested by the customer insuring | | clients do not drive demonstration vehicle on lot observing safe | | driving at all times. | +--------------------------------------------------------------------------+ | - Prepare a sales proposal for the vehicle(s) the customer requests. | +--------------------------------------------------------------------------+ | - Finalize any sale with the customer. | +--------------------------------------------------------------------------+ | - Ensure vehicle purchased is ready at the appointed time for the | | customer to pick up | +--------------------------------------------------------------------------+ | - Follow up sale to determine customer satisfaction and re-enforce the | | sales experience. | +--------------------------------------------------------------------------+ | - Utilize the Dealership’s CRM follow-up system to ensure ongoing | | communication with the customer; thereby ensuring customer | | satisfaction, encouraging repeat business with the customer and | | earning referrals. | +--------------------------------------------------------------------------+ | - Maintain a professional and business-like standard of dress | | consistent with the dress code requirements of the Shelly Automotive | | Group and/or specific dealership. | +--------------------------------------------------------------------------+ | - Know and follow work schedule arriving to work on time. | +--------------------------------------------------------------------------+ | - Maintain work areas keeping offices clean and organized at | | all times. | +--------------------------------------------------------------------------+ | - Log all floor and telephone customers accurately into CRM system. | +--------------------------------------------------------------------------+ | - Ensure all paperwork is accurate and complete. | +--------------------------------------------------------------------------+ | - When required, follow through diligently to ensure all stipulations | | and requirements are complete for timely approval and funding | | of deals. | +--------------------------------------------------------------------------+ | - Thorough test-drives on planned circuit, attending | | every demonstration. Obtain valid driver’s license before | | demonstration and verify that guest’s information is accurate. | +--------------------------------------------------------------------------+ | - Personally inspect vehicle to ensure it is properly detailed, all | | functions are operating and it is ready for delivery. | +--------------------------------------------------------------------------+ | - Introduce Customer to Service and Parts Department and Service | | Advisor if possible. | +--------------------------------------------------------------------------+ | - Safeguard customer and Dealer information per established policy. | +--------------------------------------------------------------------------+ | - Complies with all safety rules as outlined in the Injury Illness and | | Prevention program. Using all appropriate safety and personal | | protection equipment as required. | +--------------------------------------------------------------------------+ | - Maintain proper display, returning all demo vehicles to their | | proper place. | +--------------------------------------------------------------------------+ | - Adhere to work schedule and arrive at work before your scheduled | | start time and be at your work station productively engaged by the | | scheduled time. | +--------------------------------------------------------------------------+ | - Must maintain accurate attendance records “clocking in and out”. | +--------------------------------------------------------------------------+ | - Exemplifies organizational culture and holds others in department | | accountable for doing the same. | +--------------------------------------------------------------------------+ | - Other related duties as may be assigned. | +--------------------------------------------------------------------------+

     

    SKILLS AND ABILITIES

     

    COMPLEXITY:

    Ability to deal with complex and varied issues. Requires selection and application of technical or detailed skills in a variety of situations. Considerable degree of independent judgment is required.

     

     

    COMMUNICATION SKILLS:

    Ability to read and interpret documents such as safety rules, operations/ maintenance instructions and procedure manuals. Ability to write routine reports and correspondence.   Ability to speak effectively before groups of customers or employees of Shelly Automotive Group.

     

    REASONING SKILLS:

    Ability to apply common sense understanding to carry out detailed but involved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations.

     

    SUPERVISORY SKILLS:

    Has no responsibility for the direction of others.

     

    MATH SKILLS:

    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.

     

    COMPUTER SKILLS:

    Includes an intermediate level of integrated computer and business-related software such as Word, Outlook, Excel, PowerPoint, Publisher, Explorer, ADP, Compli, Shelly Extranet, CRM, DealerSpeed, Manufacturer software program, ADP CRM.

     

    RELATIONSHIP BUILDING:

    Ability to maintain mutual interaction with fellow employees. Initiates conversation and has basic social skills. Builds and maintains relationships confidences with others. Demonstrates active listening skills and conveys enthusiasm, energy, and direction through conversation. 

     

    CUSTOMER RELATIONS:

    Requires exchanging moderately complex information and identifying problems and ensures that customer satisfaction and service are maintained relative to specific position contacts. Contact primarily within department on routine matters. Contact outside the department or within company is minimal.

     

     

    TOOLS AND EQUIPMENT:

    Includes an intermediate level of use of office tools such as telephone, fax, copier, scanner and calculator.

     

    LICENSE/CERTIFICATIONS:

    Valid California Driver’s License that is insurable at all times; California Sales License

     

     

    DECISION-MAKING SKILLS:

    Errors or incorrect decisions may result in injury, damage to property, dealership reputation or financial loss.

     

    MINIMUM RESULTS REQUIRED

    • Must average a minimum of 8 units monthly or 24 units over a three month rolling period as outlined in the Client Advisor compensation plan.
    • Monthly CSI score must be equal to or greater than BMW Regional Year-to-Date score.
    • Complete daily all assigned tasks in CRM.
    • Maintain training status by keeping up with factory recommended classes.
    • Because of state and federal timekeeping requirements to show compliance, you are responsible for maintaining accurate time records (clock in and out, including lunch breaks for every shift).
    • Dealership required training (Compli).
    • Must maintain a valid California driver’s license that is insurable at all times.
    • Maintain a positive and welcoming relationship with both staff and clients at all time.

     

    EDUCATIONAL REQUIREMENTS

    The minimum educational requirement to successfully perform the duties required of this position is a G. E. D. or a high school diploma.

     

    EXPERIENCE REQUIREMENTS

    The minimum experience requirement to successfully perform the duties required of this position is one to three years.

     

    PHYSICAL/WEIGHT REQUIREMENTS

    An employee in this position should be able to comfortably stand, walk, sit, bend, grasp, talk, hear, see and have regular attendance to perform their assigned work. They will also be required to be able to use hands and fingers.  If an employee is asked to occasionally lift and/or move up to 50 pounds the employee must use approved safety techniques and when lifting loads heavier than 50 pounds, use two or more people to lift the load. Where requested and otherwise appropriate, reasonable accommodation will be provided in the absence of any of these abilities.  

     

    WORK ENVIRONMENT

    An employee in this position will be required to work in the following environments: standard office, equipment and machinery and outdoor weather conditions. The noise level will be moderate.

    This is not necessarily an exhaustive list of responsibilities, duties, requirements, efforts or working conditions associated with the job. While this list is intended to be an accurate reflection of the current job, the dealership reserves the right to revise the functions and duties of the job or to require that additional or different tasks be performed when circumstances change (i.e. emergencies, changes in personnel, work load, rush jobs, or technological developments.)