An important role in the financial services process falls squarely on the sales consultant’s shoulders.
It’s the transition between the sales and F&I departments. They are tricky waters to navigate as you prep the customer for the financial services advisor while keeping them confident in their purchasing decision. It helps, though, if the financial services advisor has been able to make contact online through a credit app or vehicle pre-approval, but that’s not always the case.
It’s important to respect and value your customer’s time. So think ahead and plan for activities that offer value during the wait for F&I.
