Westlake Financial

Account Executive

• Create and nurture ongoing relationship contacts with our number one customer – our dealers.
• Increase the number of deals funded by partnering with nationwide dealers.
• Identify, onboard, and manage growth with dealers around the US from headquarters office locations.
• Use a consultative sales and management approach in a fast-paced environment.
• Manage own dealer base to understand the Westlake Program to grow and succeed.
• Present and communicate company products and services to all levels of management within Dealerships.
• Follow-up on new CRM generated leads and referrals.
• Develop, maintain and grow dealer partners within the Dealer communities.
• Provide solutions, restructure vehicle loans for approval in a profitable manner for Westlake and the Dealership Partners.

Internal Sales Representative

Sales

• Our Area Sales Manager is the face of the company to our number one customer – our dealers.
• The focus of this role is to increase the number of funded deals by partnering with dealers who will be a good fit.
• The Area Sales Manager role enables growth by identifying, onboarding, and managing growth with dealers in their respective local Region.
• Establishing strong relationships with dealers who understand how the program can help their business grow is the key to the success of this role.
• This is a full-time position reporting to our Regional Sales Managers.
• New Hire training is provided to ensure your success in taking the role.
• You will be part of a positive and supportive team who will encourage you to overcome sales barriers.
• Present and communicate company products and services to all levels of management within Independent and Franchise Dealerships live-in person; Identify sales prospects and contact these and other accounts assigned to you.
• Follow-up on new leads and referrals resulting from telephone calls for Independent and Franchise dealers.
• Develop, maintain and grow current and potential dealer partners within the Independent and Franchise Dealer communities.
• Constant and effective communication, via phone calls or in person, with dealer partners on current programs.
• Train dealers in Western Funding including proper documentation needed for fast funding of contracts.

Area Sales Manager

• Present and communicate company products and services to all levels of management within Independent and Franchise Dealerships live-in person;
• Identify sales prospects and contact these and other accounts assigned to you;
• Follow-up on new leads and referrals resulting from telephone calls for Independent and Franchise dealers;
• Develop, maintain and grow current and potential dealer partners within the Independent and Franchise Dealer communities;
• Constant and effective communication, via phone calls or in person, with dealer partners on current programs;
• Train dealers in Western Funding including proper documentation needed for fast funding of contracts

Account Manager

• Develop and implement sales strategies to acquire and retain dealer clients within the automotive sector.
• Build and maintain relationships with dealership owners and key decision-makers to understand their financing needs.
• Identify opportunities for portfolio growth by presenting financing solutions and promoting Westlake Flooring Company’s offerings.
• Conduct market research to remain competitive and align services with industry trends.
• Oversee the servicing of the automotive floorplan portfolio, ensuring high levels of customer satisfaction.
• Monitor account performance and proactively address any issues or concerns raised by clients.
• Collaborate with cross-functional teams to streamline processes and enhance customer experience.
• Provide training and support to dealerships on the use of financing solutions and services.
• Monitor dealership conditions and performance.
• Develop and maintain risk assessment models to evaluate dealership creditworthiness.
• Collaborate with internal teams to ensure compliance with company policies and regulatory requirements.
• Monitor the performance of the portfolio, including loan balances, dealer performance, and payment trends.

Automotive Floorplan Territory Manager

• Develop and implement sales strategies to acquire and retain dealer clients within the automotive sector.
• Build and maintain relationships with dealership owners and key decision-makers.
• Identify opportunities for portfolio growth by presenting financing solutions.
• Oversee servicing of the automotive floorplan portfolio, ensuring high levels of customer satisfaction.
• Monitor account performance and proactively address any issues raised by clients.
• Collaborate with cross-functional teams to streamline processes.
• Provide training and support to dealerships on financing solutions and services.
• Monitor dealership conditions and performance.
• Develop and maintain risk assessment models.

• Prepare presentations and proposals to communicate company products and services to all levels of management within Independent and Franchise Dealerships
• Identify sales prospects and contact these and other accounts assigned to you
• Follow-up on new leads and referrals resulting from field activity in both independent and franchise dealers
• Develop, maintain and grow current and potential dealer partners within the Independent and Franchise Dealer communities
• Constant and effective communication via phone and in-person visits with dealer partners to train on current programs and fast funding requirements
• Provide solutions, rehash and restructure vehicle loans for approval in a profitable manner for Westlake and the Dealership Partners
• Assist with the preparation of sales contracts by educating the dealer on what is needed for proper verification by Westlake Financial
• Develop, maintain and understand sales materials and keep up to date on current financial product knowledge
• Participate in marketing events such as seminars, trade shows, and telemarketing events for independent and franchise dealers

Dealer Account Manager

Manager

• Responsible for leading and managing a sales force of 10-25 reps while growing market share, volume, and dealer loyalty.
• Coaching, leading and developing Area Managers
• Responsible for managing persons in outside sales within the assigned region.
• Assist with hiring and training new area managers
• Present and sell company products and services to current and potential clients.
• Prepare action plans and schedules to identify specific targets and to project the number of contacts to be made.
• Identify sales prospects and contact these and other accounts as assigned.
• Develop and maintain sales materials and current product knowledge.
• Establish and maintain current client and potential client relationships.
• Manage Area Managers through quality checks and other follow-up.
• Identify and resolve client concerns.
• Prepare a variety of status reports, including activity, closings, follow-up, and adherence to goals.
• Communicate new product and service opportunities, special developments, information, or feedback gathered through field activity to appropriate company staff.
• Develop and implement special sales activities to reduce dealer attrition
• Participate in marketing events such as seminars, trade shows, and telemarketing events.
• Travel required throughout the assigned territory
• Comfortable Traveling up to 75% of the time, due to visiting Auto Dealers.
• Other duties as assigned

Regional Manager

• Coaching, leading and developing Area Managers
• Responsible for managing persons in outside sales within the assigned region
• Assist with hiring and training new area managers
• Present and sell company products and services to current and potential clients
• Prepare action plans and schedules to identify specific targets and to project the number of contacts to be made
• Identify sales prospects and contact these and other accounts as assigned
• Develop and maintain sales materials and current product knowledge
• Establish and maintain current client and potential client relationships
• Manage Area Managers through quality checks and other follow-up
• Identify and resolve client concerns
• Prepare a variety of status reports, including activity, closings, follow-up, and adherence to goals
• Communicate new product and service opportunities, special developments, information, or feedback gathered through field activity to appropriate company staff
• Develop and implement special sales activities to reduce dealer attrition
• Participate in marketing events such as seminars, trade shows, and telemarketing events
• Travel required throughout the assigned territory
• Comfortable Travelling up to 75% of the time, due to visiting Auto Dealers
• Other duties as assigned

• Hire, train, and manage a team of ASMs in accordance with Company policies
• Enable the proper execution of Western Funding’s Five Step Sales Process
• Planning, Preparation & Prospecting – who are you talking to and why?
• Discovery & Qualification – understanding why our program could be a good fit
• Dealer Application – getting your prospective dealer approved
• Enrollment & Onboarding – getting dealer launched and setting expectations
• Partner Relationship Building – helping dealer maximize the program
• Set clear expectations for ASMs and use coaching to help them improve their performance
• Review and discuss key metrics with ASMs and team on a periodic basis
• Work to continuously improve your team’s core selling skills and program knowledge
• Deliver quarterly performance reviews focused on driving results and individual goals
• Perform field visits while coaching ASMs on Company best practices
• Handle escalated calls from dealers
• Identify and implement strategies to improve performance that are within your control, communicate about opportunities where you don’t have full control
• Manage monthly team volume goals with an emphasis on continuous improvement

Regional Sales Manager

• Our Dealer Account Managers are individuals with the vision and dedication needed to assist our current and future dealer partner sell more cars and trucks by financing more customers
• Educating and training our current Dealer partners in the assigned area, along with acquiring new source and contacts
• Manage and consult in all sales activities and account development for those dealers within the area assigned
• Manage quality and consistency of product and service delivery
• Manage their own dealer base to understand the Westlake Program so they can grow and succeed

• Our Area Sales Manager is the face of the company to our number one customer – our dealers.
• The focus of this role is to increase the number of funded deals by partnering with dealers who will be a good fit.
• The Area Sales Manager role enables growth by identifying, onboarding, and managing growth with dealers in their respective local Region.
• Establishing strong relationships with dealers who understand how the program can help their business grow is the key to the success of this role.
• New Hire training is provided to ensure your success in taking the role.
• Present and communicate company products and services to all levels of management within Independent and Franchise Dealerships live-in person.
• Identify sales prospects and contact these and other accounts assigned to you.
• Follow-up on new leads and referrals resulting from telephone calls for Independent and Franchise dealers.
• Develop, maintain and grow current and potential dealer partners within the Independent and Franchise Dealer communities.
• Constant and effective communication, via phone calls or in person, with dealer partners on current programs.
• Train dealers in Western Funding including proper documentation needed for fast funding of contracts.