The Finance Manager: Sales, Service and Compliance

Price range: £550 through £700 per learner

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The Finance Manager plays a critical role in shaping automotive sales performance, promoting compliance, and driving customer loyalty. This session helps Finance Managers build the skills and knowledge to support their teams in delivering great outcomes through finance. With a focus on customer experience, compliant selling, and strategic support, participants will leave with practical tools to drive success across the dealership.

Objectives:

  • Map the customer journey and explain how to influence loyalty and retention – identify key stages and apply strategies that strengthen relationships and repeat business
  • Demonstrate a clear understanding of finance products and their value to customers – explore the full suite of offerings and how they can support both personal and business customers
  • Coach sales teams to blend finance naturally and compliantly into the sales process – develop and deliver coaching that embeds compliance and customer value at every stage of the journey
  • Explain how to qualify customers and present finance professionally – apply effective questioning, clear communication, and objection-handling to support informed decisions
  • Design contact strategies that promote renewals and long-term relationships – build structured plans that ensure proactive engagement and increase future opportunities

Duration: 4 hours

Assessment: Included ✓ (80% Pass, 90% Merit, 95% Distinction)

Certificate: Included ✓

Follow Up Resources: Included ✓

Format

Facilitated

Role

Dealer Principal, Finance Manager, Sales/Assistant Manager

Delivery Month:

October 2026, November 2026, December 2026, January 2027, February 2027, March 2027

Method:

Face-to-Face, Virtual