Finance and Insurance (F&I) Advisor
Focus on the customer relationship. We structure the rest.
You conduct remote financial interviews for dealerships in Quebec and Ontario. You present relevant protection options, handle objections, and close KM+ warranty and Chubb creditor insurance sales with the support of a specialized administrative team.
The model is built around your sales expertise.
Novara operates a centralized F&I platform for dealership partners. You lead the conversations that create value, while the administrative team handles much of the compliance, processing, and follow-up work that typically slows the role down.
You take the lead on
- The structured financial interview with the customer.
- Presenting the KM+ warranty and Chubb creditor insurance.
- Handling objections and closing the right protection options.
- Simple approvals that keep the file moving forward.
The administrative team supports
- Processing more complex files.
- Balancing and administrative preparation for delivery.
- A significant portion of compliance and follow-up requirements.
- File continuity based on your notes in Monday.com.
Novara AI analyzes interactions to support coaching that is more immediate, more precise, and grounded in real work.
Every interaction should move the customer and the file forward.
Lead the complete conversation
Understand financial needs, present protection options, address objections, and obtain a clear decision with professionalism.
Document with discipline
After every interaction, leave complete notes in Monday.com, including next actions and preferred contact times, so the team can continue the file without friction.
Stay connected to dealerships
Visit partners regularly, support new implementations, deepen your product knowledge, and report field insights back to the central team.
The target is clear. So is the path to reach it.
The plan starts at a 10% base rate and can reach 15%. Progression depends directly on the sale of the KM+ warranty and Chubb creditor insurance.
Applies to all files.
Eligible KM+ warranty or creditor insurance.
KM+ warranty with creditor insurance, or the life, disability, and critical illness trio.
When penetration targets are reached, DOC fees are fully waived. When they are not, the applicable fees are deducted from the payment.
You should already have a strong command of the fundamentals.
Novara can structure the environment, support execution, and make coaching more precise. The role still requires genuine F&I experience, a proven ability to close, and the discipline to work remotely in a fast-paced environment.
You know how to sell with discipline. Let’s see what you could build with Novara.
Send your application to our recruitment team. Use the button below and attach your résumé to the email.