JOB PURPOSE
The role of the Transaction Manager is to:
➔ To control and generate maximum profit retention for the Sales Department
➔ Achieve vehicle sales, finance sales, accessory sales volumes and profit objectives.
➔ Manage all vehicle sales processes within the business.
➔ Maximise business opportunities for finance and insurance products
➔ Adhere to the FCA guidelines at all times in regards to portraying financial information
and regulated activities.
➔ Have the ability to work well under pressure, being reliable and organised; managing
conflicting demands and meeting deadlines without compromising the quality of work
and customer satisfaction.
Department/Business/Location:
Sales
Reports to:
Sales Manager
Mon-Fri - (1 day off in the week)
Weekend Rota
KEY RESPONSIBILITIES
This Job Description is not contractual, and the content may be updated at any time.
➔ Manage customer follow up systems and procedures to increase customer sales from initial
enquiries and existing Harwoods customers via the Lead Management System
➔ Generating sales through proactively second-facing and customer engagement
➔ Maximise income opportunities by offering funding and insurance products to customers
whilst adhering to the FCA guidelines at all times; in regard to portraying financial
information and regulated activities
➔ Actively convey the culture of putting customers first by means of TCF at all times and
comply with the principles of the FCA for both the customer and the business.
➔ Review customer credit applications for complete information and accuracy, follow-up
applications with customer and lending institutions
➔ Proactively identify and pursue relationship opportunities via outbound sales and
marketing channels to improve future renewal activities and finance retention business
➔ Ensure accurate completion of documentation, prompt collection of outstanding payments
and safe handling of cash and cheque transactions
➔ Understanding of manufacturer mystery shopping criteria and ability to apply this
knowledge
➔ Assist in ensuring that part exchange vehicles are correctly appraised and managed to
generate maximum return
➔ Aim to achieve 100% customer referral with sales executive interaction
➔ Communicate promptly with the customer, sales manager, sales team and work colleagues
➔ Analyse current procedures and identify opportunities for improvement
➔ Formulate training plans for sales executives to increase car sales, finance, insurance and
warranty sales
➔ Consult with customers to establish their needs, resolve any complaints professionally and
calmly where necessary
➔ Represent the dealership and build strong relationships with lenders and financial
institutions
➔ Assist the management team in planning, forecasting trends, and revising plans for the
dealership on an ongoing basis
➔ Ensure the safety and security of people, vehicles and property reporting any known faults
or hazards
Skills & Requirements
➔ Experienced Sales Executive or existing Transaction Manager/Business Manager within the Main dealer network.
The Harwoods Way
Harwoods Group is a values led, family owned automotive retail group that was founded in 1931. Our values are lived and breathed by all of our colleagues to enable industry leading customer experience and colleague engagement, as detailed below:
We Treasure our people and our customers
We challenge ourselves to grow & improve
We grab responsibility
We run in the same direction as one team
We inject energy and fun into our work
We are a top 30 automotive dealer group, as ranked by annual turnover on AM100, representing the following brand partners:
Bentley, McLaren, Aston Martin, Jaguar, Land Rover, Audi, Volvo, INEOS, BMW & Mini (Service), MAN
We operate across 6 counties in the South East of England, namely:
Surrey, East Sussex, West Sussex, Kent, Wiltshire, Hampshire
With a high colleague engagement score of 72%, Harwoods Group has a real differentiator with our industry leading people development programme, including:
recruitment and selection; onboarding; induction; probation; lets talk one to ones; Harwoods Academy; succession and development; colleague recognition
After continued growth, we now operate with circa 1,100 colleagues across circa 28 state of the art facilities.
We demand the best for our colleagues and our customers and look forward to your application at>