Westlake Financial

Sales

• 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

Account Executive

• Create initial, and nurture ongoing relationship contact with dealers
• Increase the number of funded deals by partnering with dealers
• Identify, onboard, and manage growth with dealers around the US
• Consultative sales and management approach
• Train dealers, via phone and email, in Western Funding including proper documentation needed for fast funding of contracts

Internal Sales Representative

Inside Sales

• Responsible for managing the day-to-day operations of the Sales Floor
• Hire, Train and Mentor reps and supervisors
• 80% of time spent on the Sales Floor with Reps
• Set monthly Team Goals
• Lead weekly Sales Meetings
• Provide coaching of incoming and outgoing calls
• Train all new reps specified by the Training Agendas
• Conduct Sales Presentations
• Call dealers as needed to assist reps
• Implement company policies and procedures
• Present and sell company products and services
• Train & Develop new dealers as needed
• Participate in marketing events as necessary
• Enforce Dealer Account Manager Minimum Expectations
• Develop & maintain sales and marketing materials
• Other duties as assigned

Internal Sales Manager

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 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.

• 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

• 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
• 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

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
• 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
• Communicate new product and service opportunities 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

Regional Manager

• Coaching, leading and developing Area Managers
• Responsible for managing persons in outside sales within the assigned region
• In addition, will 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

• Responsible for leading and managing a sales force of 10-25 reps
• Growing market share, volume and dealer loyalty
• Coaching, leading and developing Area Managers
• 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 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

• 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.

• 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.
• In addition, will 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.

• Coaching, leading and developing Area Managers
• Responsible for managing persons in outside sales within the assigned region.
• In addition, will 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