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Finance Advisor



Accounting & Finance
Posted on Tuesday, July 9, 2024

*We are currently hiring Finance Advisors located in all States EXCEPT we are not able to move forward with candidates that live in: CA, NY, NJ, WA, DC, IL, OR and MUST BE LOCATED WITHIN THE UNITED STATES.

This position is 100% remote. The hours range with multiple shifts from 7am-8pm Central and includes every Saturday 8am-5pm Central (one day off M-F for a total 5-day work week).

We are a driven, creative, diverse, and analytical team, passionate about continuous learning around our customers. We value empathy for the customer experience, as well as a quantitative focus on driving business metrics. We hold ourselves accountable to our core values - the 5 C’s of TRESL: Character, Customer-centricity, Compassion, Collaboration, & Courage.

General Purpose

The Finance Advisor is responsible for assisting customers with refinancing/purchasing leased or off-fleet vehicles and offering aftermarket products (vehicle service contracts, Gap coverage, tire and wheel protection) to protect their investments. Warm leads provided; no cold calling.


Tresl promotes an empowered culture that encourages personal, professional, and business growth. We focus on the highest quality environment for people, products, and technology, and facilitates a cohesive community by actively encouraging communication between all. Some of the benefits we offer are:

  • Base salary plus uncapped commission ($17,326.40 annual salary and 13% commission (uncapped) on revenue generated, as well as bonus, spiff, contest, etc.)
  • Generous paid time off available to promote a great work life blend (very comparative)
  • Competitive pay depending on relevant skills, education and experience:
  • Up to 15 Paid Days Off
  • Paid Holidays
  • Robust Health, Dental, and Vision Insurance Offerings
  • Employer paid Long and Short-term Disability and Life insurance
  • Flexible Spending Accounts (FSA)
  • Employer Contribution to Health Savings Accounts (HSA)
  • Employer Matching 401(k) Retirement Savings Plan
  • Casual Office Environment

Essential Duties/Responsibilities

  • Contact customers with refinancing/purchasing leased or off-fleet vehicles options
  • Promote and offer aftermarket products to all clients (Vehicle service contracts, Gap coverage, tire and wheel protection) to protect their investment
  • Promote our lending services and offer financing/purchasing options to customers.
  • Obtain leased vehicle payoff amounts, taxes, and lease payment details
  • Assist customers with completing credit applications
  • Submit credit applications to partner lending institutions who can best meet customer requirements
  • Provide customers with pre-approved lender option(s) and rates and assist them with the selection process
  • Review paperwork (loan details and aftermarket product selections) with customers
  • Provide excellent customer service by providing prompt, informed, professional, and accurate service and support
  • Troubleshoot and resolve customer concerns in a timely, friendly, and accurate manner
  • Consistently meet department sales, service, and quality standards that promote customer satisfaction and company growth
  • Ensure appropriate records are maintained and required reports are prepared
  • Perform other job duties as assigned

Job Qualifications

Knowledge, Skill, and Ability:

  • Proficient in MS Office suite (Word, Excel, Outlook) and/or G Suite (Docs, Sheets, Gmail)
  • Excellent verbal and written English communication skills with the ability to effectively communicate and sell over the phone
  • Excellent customer service and follow-up skills
  • Results-driven, highly motivated, self-starter
  • Strong organizational and time management skills
  • Understanding of customer-sensitive information protection protocols
  • Education or Formal Training: Bachelor’s degree OR equivalent experience
  • Experience: 2+ years sales. (Finance manager, Finance Director, and Auto dealership experience is a plus.)

Working Environment/Physical Activities

Virtual office environment. Must be able to work extended hours as the business dictates. The job routinely uses standard office equipment such as computers, phones, printers, copiers, fax machines.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

The Tresl Team has the mission to empower customers to live independent, fulfilling lives by connecting them with beneficial financial resources. On a daily basis, we delight and help our customers engage with best-in-class auto loan solutions for refinancing and purchases. In this digital customer-facing role, your day-to-day work will directly impact customers' important financial decisions.

Job description statements are intended to describe the general nature and level of work being performed by employees assigned to this job title. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required.

The Savings Group (including all its subsidiaries: AUTOPAY, RateGenius Loan Services, Inc., and Innovative Funding Services dba Tresl) is an equal opportunity employer. With regard to hiring and promotions, qualified persons will not be denied employment opportunity based on race, color, national origin, religion, sex, sexual orientation, gender identity, marital status, age 40 and over, disability, military status, or genetic information. Any questions or concerns about our EEO policy should be directed to Human Resources