Coaching Sales of Finance and Insurance In Dealership

During the in house coaching session we will develop employees to be able to:

  • Follow a structured process when selling finance and insurance
  • Understand all F&I procedural, legal, product and performance drivers
  • Control debts
  • Maximise profits through: Handling the APR, working out the profit, analysing performance, finance conversion, cash conversion, direct lender conversion and dealing with company loans
  • Selling Protection Products including; PPP; Warranty and GAP
  • Manage the F&I department, including proposals, deposit & cash handling, deliveries and proofs.
  • Drive, control and manage prospecting events.
  • Maximise business user accounts, including; Accounts, funding packages, taxation & accounting implication and documentation

Areas covered:

  • All performance
  • All legal
  • Sales and communication skills
  • Retail and business user markers
  • Personal action plan

Suitable delegates

  • These coaching sessions are aimed at individuals who are selling Finance and Insurance products within the motor industry. Ideal for Business and Sales managers

Benefit to employers

  • Improved volumes, margins and penetration
  • Legal compliance
  • Better customer retention
  • More effective F&I Operation


For more information please contact enquiries@autavis.com

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