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Finance and Insurance Products Manager
Location: In-office (Clearlake area, Houston, TX)
Industry: F&I Products / Insurance / Automotive
About Us
National Lenders General Agency is growing — and we’re looking to add a driven, knowledgeable Finance and Insurance Products Manager to our team!
We are a licensed insurance and risk management agency, and a leading provider of F&I (Finance & Insurance) products to dealerships nationwide. Headquartered in the Clearlake area of Houston, Texas, we offer a range of products including Service Contracts, GAP, Limited Warranty, Collateral Protection Insurance (CPI), and more.
At National Lenders, we offer:
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Aggressive compensation, including commissions
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Generous benefits
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Monday–Friday work schedule (office hours: 8:00 AM – 6:00 PM)
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Ample opportunities for professional growth
We’re more than an F&I provider — we are trusted partners helping protect our clients’ businesses and Driving Wealth with efficiency at every step.
Role Overview: Finance and Insurance Products Manager
You will take the lead in onboarding new dealership clients, training F&I teams, and supporting our sales staff to maximize product adoption and dealership success.
Key Responsibilities
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Lead the onboarding process for new dealership clients referred by our sales team.
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Prepare and distribute dealership document packages for DocuSign signature.
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Schedule and conduct onboarding calls with new clients to review documentation and processes.
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Provide initial and ongoing training for dealership F&I staff on all offered products.
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Train dealerships on how to register service contracts through their DMS, or platforms such as Stone Eagle or F&I Sentinel.
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Provide ongoing dealer support, including sales penetration follow-up and service.
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Collaborate closely with the National Lenders sales team to ensure smooth onboarding and dealer engagement.
Qualifications & Skills
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Self-motivated, organized, and a collaborative team player.
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In-depth knowledge of F&I products and processes.
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Strong training and leadership abilities to educate internal teams and external clients.
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Excellent verbal and written communication skills.
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Solid computer and technical skills, especially in Microsoft Excel and Word.
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Strong analytical and problem-solving abilities.
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Proven sales and closing skills in the F&I or automotive space.
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Experience in the automotive industry or F&I product sales is strongly preferred.
Benefits
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In-office position with limited travel for training and industry conventions.
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Health, dental, vision, and life insurance
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401(k) retirement plan
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Paid Time Off (PTO)
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Semi-annual company bonus plan
If you’re passionate about automotive finance, dealership success, and making an impact in a fast-paced, growing company — we’d love to hear from you!
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