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Westlake Financial

Internal Sales Representative

Posted 6 Hours Ago
Be an Early Applicant
In-Office
San Diego, CA
23-121K Hourly
Senior level
In-Office
San Diego, CA
23-121K Hourly
Senior level
Develops and executes sales strategies to grow indirect automotive leasing volume across assigned dealer territories. Responsibilities include reengaging inactive dealers, recruiting new dealers, training dealership personnel, supporting lender partners, maintaining CRM records, analyzing market and competitor data, resolving complaints, and reporting sales activity and results. The role builds dealer relationships, supports lease program adoption, and recommends product or process improvements.
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Internal Sales Representative
San Diego, CA | On-site

The ISR is responsible for the achievement of the assigned territory company’s new lease origination goals by reengaging non-producing dealers and adding additional dealers and growing the existing dealer network. The ISR also acts as a liaison between CULA and the Dealer Representatives of our Lender Partners. The ISR is responsible for maintaining best practices and tools for sales execution. They are responsible for recommending new ideas and processes for lease origination growth. The ISR will work closely with the President, National Sales Director and VP, Business Development to accomplish CULA goals and objectives.


Detailed Description:

SUMMARY

Position Overview:

The Internal Sales Representative (ISR) reports to the National Sales Director.  They are charged with driving the growth of the company’s business model; developing and executing sales strategies / goals and assisting the development and growth in their assigned dealer bases in their territory.

Position Description

The ISR is responsible for the achievement of the assigned territory company’s new lease origination goals by reengaging non-producing dealers and adding additional dealers and growing the existing dealer network. The ISR also acts as a liaison between CULA and the Dealer Representatives of our Lender Partners. The ISR is responsible for maintaining best practices and tools for sales execution. They are responsible for recommending new ideas and processes for lease origination growth. The ISR will work closely with the President, National Sales Director, Business Development team, and the Regional Sales Management team, to accomplish CULA goals and objectives.


ESSENTIAL DUTIES AND RESPONSIBILITIES: Other duties may be assigned.

Dealer Training/Follow-up

  • Act as the primary liaison between CULA, the credit union dealer representatives and their approved dealers via Teams calls, phone and email
  • Cultivate and enhance existing relationships with auto dealerships that are participating in CULA’s Lender Partner’s Indirect Leasing Program
  • Establish positive, professional relationships with dealerships to generate indirect leasing volume
  • Contact prospective dealers to present information on company’s indirect leasing services as an effort to diversify the portfolio
  • Conduct presentations/trainings at all levels to auto dealers to develop new business
  • Focus sales efforts by studying existing and potential volume of dealers
  • Work with CULA Regional Sales Managers and Lender Partner dealer representatives to potentially increase number of participating dealers as well as increase the number of leases received from participating dealers monthly
  • Maintain a high level of consistent communication with approved dealer partners

Current Account Support

  • Responsible for monitoring current market conditions and recommending changes to the company’s current products. and developing new products
  • Establish positive, professional relationships with employees at appropriate level management of company’s Lender Partners to further “partner vs. vendor” relationship
  • Communicate via Teams, phone and email to Dealers, Lender Partner reps, and CULA RSMs in the field, to increase lease market penetration for dark and prospect dealer accounts
  • Focus efforts by studying existing money factors, dealer participation criteria and other lending guidelines to ensure market acceptance and program use and volume
  • Become proficient in dealer desking tools, i.e. DealerTrack, Reynolds & Reynolds ERA/Ignite, CDK, CU Direct etc. – Previous experience preferred
  • Professionally represent CULA at appropriate trade conferences

CULA Internal

  • Assist in resolving customer, lender and dealer complaints by investigating problems; developing solutions; preparing reports; making recommendations to management
  • Maintain activity and client contact information in Company CRM (Salesforce)
  • Maintain and compile monthly volume statistics for management
  • Keep management informed by submitting activity and results reports, such as daily call reports, weekly work plans, and monthly and annual territory analyses
  • Analyze and report data regarding competitor’s monthly payment structures (i.e. -Residual Values and money factors)
  • Analyze and report data regarding competitor’s geographic market strategies
  • May be asked to use available sales tools, such as mGauge, AutoCount, NCUA/FDIC Data, ALG Residual Forecasts and Risk Analysis to assist in refining sales strategies, current residual values and other program guidelines to meet company’s goals and objectives

Qualifications

  • Experience in automotive finance, leasing, banking, or credit unions preferred.
  • Auto dealership or CULA leasing experience is a plus.
  • Equivalent combinations of education, training, and experience will be considered.
  • Valid driver's license and current auto insurance required.

 

Education & Experience

  • Associate degree, vocational certificate, or equivalent work experience.
  • Typically 5–10 years of relevant industry experience.

 

Skills

  • Strong communication, customer service, and relationship-building skills.
  • Ability to analyze information, solve problems, and make sound decisions.
  • Proficient with Microsoft Office and able to learn new systems quickly.
  • Strong organizational skills with the ability to manage multiple priorities.
  • Comfortable working independently and collaboratively in a fast-paced environment.

 

Physical Requirements

  • Primarily a seated office role with regular phone and computer use.
  • Occasionally lift or move up to 40 pounds.

Pay Rate:

    • Self-determined, performance-based compensation package
    • Hourly base of $23.08 per hour
    • First year guaranteed minimum income starting at $4,000 monthly+ Guaranteed Bonus Income $2,249.47 a month for 6 months (month 1 is prorated), thereafter, monthly base of $4,000, + bonus income, plus performance-based commissions
    • Average rep earning after 1 year - $ 88,500
    • Average Earning of top 10 reps - $ 121,000
    • The exact starting compensation to be offered will be determined at the time of selecting an applicant for hire and will be dependent on a wide range of factors, including but not limited to geographic location, skill set, experience, education, credentials, and licensure when applicable.

Full-Time Benefits

  • Medical, Dental, and Vision benefits 
  • Life Insurance and Long-term disability plans 
  • Flexible Spending Account 
  • 401K matching 
  • Employee Stock Ownership Program in a $18.2 Billion Company, plus company matching 
  • Career Path Opportunities 
  • Discounts on Parks, Museums, Movie Tickets, and Attractions 
  • Paid Vacations Days 
  • Paid Sick days 
  • Paid Holidays 
  • Rental Car Discounts, Dell Member Purchase Program 
  • UKG Wallet 

We are an equal opportunity employer and do not unlawfully discriminate in employment. No question on this application is used for the purpose of limiting or excluding any applicant from consideration for employment on a basis prohibited by local, state, or federal law. Equal access to employment, services, and programs is available to all persons. Those applicants requiring reasonable accommodation to the application and/or interview process should notify a representative of the organization.

 

#CULAjobs

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
HQ

Westlake Financial Los Angeles, California, USA Office

4751 Wilshire Blvd., Suite 100, Los Angeles, CA, United States, 90010

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Downey, United States

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