Position Purpose
The Client Advisor is responsible for sales of new and pre-owned vehicles to customers within the assigned Dealership.
Essential Duties and Responsibilities
- Meet and greet guests promptly, and in a friendly and professional manner.
- Understand and adhere to federal, state and local laws which govern retail auto sales.
- Maintain product knowledge through dealer training and self-study.
- Strive to meet sales goals by greeting potential customers as they enter the showroom, contacting previous customers, seeking referrals, responding to emails, telephone calls, and faxes, and developing outside networking relationships.
- Identify customers’ automotive needs.
- Answer any questions the customer has regarding vehicles they express interest in.
- Set up and conduct demos as requested by the customer, ensuring clients do not drive demonstration vehicles on the lot and observing safe driving at all times.
- Prepare a sales proposal for the vehicle(s) the customer requests.
- Finalize any sale with the customer.
- Ensure the vehicle purchased is ready at the appointed time for the customer to pick up.
- Follow up after the sale to determine customer satisfaction and reinforce the sales experience.
- Utilize the Dealership’s CRM follow-up system to ensure ongoing communication with the customer, thereby ensuring customer satisfaction, encouraging repeat business, and earning referrals.
- Maintain a professional and business-like standard of dress consistent with the dress code requirements of the Shelly Automotive Group and/or specific dealership.
- Know and follow the work schedule, arriving to work on time.
- Maintain work areas, keeping offices clean and organized at all times.
- Log all floor and telephone customers accurately into the CRM system.
- Ensure all paperwork is accurate and complete.
- When required, follow through diligently to ensure all stipulations and requirements are complete for timely approval and funding of deals.
- Conduct thorough test-drives on planned circuits, attending every demonstration. Obtain a valid driver’s license before demonstration and verify that guest’s information is accurate.
- Personally inspect the vehicle to ensure it is properly detailed, all functions are operating, and it is ready for delivery.
- Introduce the customer to the Service and Parts Department and Service Advisor if possible.
- Safeguard customer and Dealer information per established policy.
- Comply with all safety rules as outlined in the Injury Illness and Prevention program, using all appropriate safety and personal protection equipment as required.
- Maintain proper display, returning all demo vehicles to their proper place.
- Adhere to the work schedule, arriving at work before your scheduled start time and being at your workstation productively engaged by the scheduled time.
- Maintain accurate attendance records by clocking in and out.
- Exemplify organizational culture and hold others in the department accountable for doing the same.
- Perform other related duties as may be assigned.
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