F&I Risk Management Consultant

# F&I Risk Management Consultant Location: Yorba Linda, CA / Anaheim Hills, CA Type: Full-time / Hybrid Client: Client Success - F&I Consulting Services

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### About KPA Founded in 1986, KPA is a leading provider of Workforce Compliance software and consulting services. We succeed if our clients can send their employees home at night, having not experienced a workplace accident or injury. The combination of software, consulting, and training helps clients identify, remedy, and prevent workplace safety and compliance problems so they can focus on whats important - their core business.

Help us help keep people safe and businesses working efficiently. Named as one of Built In Colorados Best Places to Work for seven years in a row, KPA is made up of talented individuals working together for the greater good. Were here to help our clients build safe, thriving organizations, and were looking for people with a common goal to help us do it.

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### Position Description The Finance & Insurance Consultant will play a crucial role in developing and maintaining strong relationships with clients to establish and demonstrate exceptional industry and regulatory knowledge through onsite field audits, deal jacket reviews, and employee trainings. The objective of the consultant is to help minimize risk and increase profitability for the client. You will be acting as an advisor to your assigned dealerships reviewing both state and federal compliance issues concerning Advertising, Sales, and Finance.

This is a fantastic opportunity if you are a Finance Manager or Director, Contracts Clerk, Office Manager, Controller, or work in the automotive business office with exposure to dealership compliance. Our F&I Consultants play an important role in helping our automotive dealership clients maintain compliance!

### Location & Travel While this is a remote position based out of the employees home office, it will require frequent visits to clients within the territory, including overnight travel. This position will ideally be based out of the Yorba Linda/Anaheim Hills area, servicing clients in the area and throughout Central California. This position will spend roughly 10-15 days per quarter traveling overnight.

Travel Expectations:

• Roughly 10-15 nights per quarter overnight in a hotel.
• Air travel 2-4 times per year.
• Day-to-day travel to and from Auto Dealerships (typically 4 days per week).
• Client list and visit locations are subject to changes; therefore, flexibility of the consultant is necessary. Coverage for other regions may be expected.

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### Expectations & Goals

In the first 60 days you will:

• Shadow our current consultants and learn the process on how to properly conduct a KPA Sales and Finance Compliance Audit.
• Learn the Vera Suite system thoroughly and learn to use the mobile application in the field.
• Attend multiple in-person meetings and webinars on KPAs Sales and Finance Compliance software product.
• Inherit a customer service base and quickly establish relationships with Managers and Management teams across many different dealerships.
• Complete new hire orientation training and pass a test on F&I compliance to become fully operational as a KPA F&I Consultant.

In the first 6 months you will:

• Establish and demonstrate exceptional industry and regulatory knowledge through onsite field audits, employee training, and regulatory interaction with clients.
• Organize your client visit schedule to maximize travel efficiency based on local and distant client groupings and service frequency.
• Assist with and/or prepare various compliance documentation as needed.

By the end of the first year you will:

• Help communicate and implement sales and finance management compliance systems.
• Support the ongoing growth of the company by providing exceptional customer service, documenting and submitting 20 referrals or sales leads per year to your area Account Executive.
• Be responsible for promoting productive relationships with dealer group management for KPA clients and State Dealer Association Management.
• Perform your first in-person presentation to our district on the ever-changing Compliance responsibilities for a dealership and how our product line is crucial for maintaining compliance.

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### Success Criteria

• Effective communication skills, in-person, in writing, and by phone.
• Professional, collaborative, and persuasive when interacting with clients.
• Successfully work in a self-directed environment, combining both the independence of working from a home office while professionally representing KPA in the field with clients.
• Interest and aptitude in learning Federal and State-specific regulations imposed on the automotive dealership industry.
• Ability to manage accounts efficiently and document all activities in our CRM platform (Salesforce).
• Performs other duties and fulfills other responsibilities, as assigned.

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### Qualifications

• 5+ years working in a position that oversees Advertising, Sales, Finance & Insurance regulations at an automotive dealership required. Deep knowledge in Finance and Sales regulations and compliance is a must.
• Ability to stay current with legal/regulatory and compliance trends, incorporating new information into KPA policies and procedures.
• Ability to identify and analyze complex issues and evaluate their broader implications for the business.
• Ability to interact with clients at all levels, providing timely practical advice and solutions. Strong communication skills both in-person and in writing are required.
• Ability to work independently, exercise good judgment, and take ownership of issues and matters to their successful conclusion.
• Demonstrated integrity and ability to foster a compliance culture.
• Strong ability to multi-task and quickly shift priorities.
• Excellent organizational and time management skills.
• Ability to navigate and learn new platforms and technology quickly and effectively. The ideal candidate will be proficient in Microsoft Word, Outlook, and PowerPoint, and will be proficient and comfortable using mobile devices.

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### Physical Requirements

• Active drivers license and insurance as required by law.
• Reliable transportation and ability to drive between client visits.
• Ability to lift up to 20 pounds.
• Ability to stand on feet a minimum of 6 hours per day.
• Ability to sufficiently receive audio signals to proceed with caution around heavy machinery, vehicles and other warning noises to ensure safety.
• Ability to perceive sounds at normal speaking levels, with or without correction, and the ability to receive detailed information through oral communication and to make discriminations in sound.
• Ability to see, recognize, and respond to potentially dangerous situations.
• Ability to physically move in manners such as bending, crouching, reaching, and pushing/pulling items up to 20 pounds.
• Ability to stay overnight in a hotel a total multiple weeks per quarter.

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### Compensation & Benefits Salary: $80,000 - $85,000 a year. Bonus: In addition to the base salary, this position is eligible for a quarterly bonus plan estimated at an additional $12k annually.

Benefits Package: As a growing company, KPA values its employees by supporting them with a full benefits package including:

• Medical, Dental, Vision
• Flexible Spending Accounts
• PTO, Paid and Floating Holidays
• 401k with Company match and immediate vesting
• Company-funded Life Insurance
• Employee Assistance Programs
• No-cost Mental Health Benefits

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### About KPA (Additional Info) Founded in 1986, KPA is a leading provider of Environment, Health & Safety (EHS), and Workforce Compliance software and consulting services. KPA solutions help clients identify, remedy, and prevent workplace safety and compliance problems across their entire enterprise. The combination of KPAs software, consulting services, and award-winning training content helps organizations minimize risk so they can focus on whats important-their core business.

We are passionate about what we do, how we do and why we do it. Our culture is driven by the KPA core values - Integrity, Helpful, Excellence, Agile, Respectful, and Teamwork. Success will be determined by the capabilities, energy and character of the people we bring into our organization and the performance they achieve.

KPA, with headquarters in Colorado and teammates throughout the United States, is recognized as one of Colorados Best Places to Work by Built In Colorado for 2025, making the list seven years running.

Diversity & Inclusion: KPA is committed to providing equal opportunity in all of our employment practices, including selection, hiring, promotion, transfer, and compensation, to all qualified applicants and employees without regard to race, religion, religious dress/grooming, color, ethnicity, sex (including sex stereotyping), sexual orientation, gender identity or gender expression, national origin, ancestry, citizenship status, creed, uniform service member status, military or veteran status, marital status, pregnancy, breast-feeding and/or pregnancy-related conditions, age, protected medical condition, leave status, physical or mental disability, genetic characteristics, or any other legally-protected status in accordance with the requirements of all federal, state and local laws.

EEO Statement: Dont meet every job requirement? At KPA, we are dedicated to building a diverse, inclusive, and authentic workplace. Studies have shown that women and people of color are less likely to apply unless they meet every requirement. If youre excited about the role but your past experience doesnt align perfectly with every qualification, we still encourage you to apply! You might just be the right candidate for this or other roles.

Compliance: In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.

Accommodations: If you need assistance or an accommodation due to a disability, you may contact us at [email protected].

Please see our Candidate Privacy Notice here.

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