Consultant Finance and Insurance


Shanghai, SH, CN

Auto req ID: 13502 
Title: Consultant Finance and Insurance 
Job Function: Finance 
Location: SHANGHAI  
Additional Location:   
Company: Harley-Davidson Motor Company 
Full or Part-Time: Full Time 


At Harley-Davidson, we are building more than machines. It’s our passion and commitment to continue the evolution of this storied brand and heighten the desirability of the Harley-Davidson experience. To keep building our legend and leading our industry through innovation, evolution, and emotion we need the best and brightest talent. We stand for the timeless pursuit of adventure. Freedom for the soul. Are you ready to join us?


Our International Markets are focused on creating an inclusive and expanding rider community that appeals to new and existing riders. We strive to deliver an H-D experience with an unequivocal customer focus. 


From the UK to Singapore and many places in between, our employees are essential to our success. Our efforts are concentrated on the highest priority markets, primarily North America, Europe and parts of Asia Pacific. We have concentrated our resources in-market for maximum impact in line with our future strategy. Our regional offices and in-market teams have the freedom within a clearly defined framework to make decisions to drive their business. In-market teams are agile and equipped to understand consumer needs, provide focused attention to dealers, and respond more quickly to local market conditions. 

Job Summary

The Finance and Insurance (F&I) Consultant is responsible for being recognized as the trusted business advisor of and for the dealer network by managing and developing new and existing dealer relationships. Within their assigned region, the F&I Consultant will meet established financial and non-financial targets, and maximize business opportunities in the areas of Retail Sales Volume, New and Used Commercial Sales Volume, Revolving Account Card growth, various insurance products and programs, as well as other products and programs.

Job Responsibilities

  • Perform dealer visits, which includes but is not limited to obtaining financial information from dealer and product providers; interviewing various department personnel to obtain critical information; facilitating debrief meetings with dealership staff, presenting findings and best practices to maximize profits; and delivering and leading dealer training as necessary.
  • Analyze sales and F&I process to identify gaps and implement best practices to maximize mutual value for the dealer and the business through the sale of F&I products
  • Develop key understanding of the dealers’ needs as it relates to available products, build a plan for the dealership taking a short and long term approach
  • Work with product suppliers to build new product campaigns and launch activities, to ensure the success of these specific launches
  • Acts as a subject matter expert to the dealers. Has extensive knowledge of available products and services and can mentor dealership personnel through role-play situational training
  • Is a resource for the dealer principal and dealer staff to rely on for updated information and training
  • Maintain and obtain additional industry knowledge via continuing education and training opportunities as provided the Company
  • Liaison between all stakeholders, including finance and insurance product providers, various Company departments, the dealership network and other liaisons.
  • Protection of information and compliance with the law are  paramount.    Protecting employee, customer and corporate information is everyone's responsibility at Eaglemark Savings Bank.  All employees must follow established safeguards, including policies regarding data protection, segregation of duties, and access to information based solely on business need.    Further, it is the responsibility of all employees to maintain awareness and understanding of relevant laws, regulations, internal policies and procedures, and to comply with all of them.

Education Requirements

Bachelor's Degree Preferred

Education Specifications


Experience Requirements


  • Typically requires a minimum of 5 years of related experience
  • Prefer previous experience within an automotive financial services company and/or dealership environment
  • Strong verbal and written communication skills; excellent presentation skills
  • Strong negotiating, influencing and decision making skills a must
  • Demonstrated ability to work independently and obtain results with limited, direct supervision
  • High level of computer skill including intermediate level on MS Office software essential
  • Demonstrate ability to take the initiative and achieve results in a fast-paced and changing environment
  • Ability and willingness to travel 50-75% and occasionally for extended periods.
  • Strong teamwork skills and the ability to interact effectively with staff


Harley-Davidson is an equal opportunity employer that continues to build a culture of inclusion, belonging and equity through our commitment to attracting and retaining diverse talent from all backgrounds. We believe in fairness and providing a level playing field for all. We foster a culture that thrives on diverse perspectives and contributions to ignite the creativity and innovation to fuel our business and enhance the employee and customer experience.


We offer an inclusive compensation package for all salaried employees including, but not limited to, annual bonus programs, employee discounts on motorcycles and related products, general merchandise, and more. We welcome everybody to join our family and be united no matter who you are or where you come from. Learn more about Harley-Davidson (here).


Direct Reports: Yes 
Travel Required: 25 - 50% 
Visa Sponsorship: This position is not eligible for visa sponsorship 
Relocation: This position is not eligible for relocation assistance 

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