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Vehicle Leasing, Novated Leasing & Fleet Finance skills assessment

Leasing consultants help customers finance vehicles efficiently. This scorecard covers product knowledge, quoting, compliance, customer service and administration.

  • 10 skills to score
  • 1–10 scale on every skill
  • 5 starting levels

The 10 Vehicle Leasing, Novated Leasing & Fleet Finance skills you can score

These are the default Vehicle Leasing, Novated Leasing & Fleet Finance skills in SkillScorer. Each one is scored from 1 to 10 for every team member, and you can edit, remove or add skills at any time.

  1. Lease and Salary Packaging Product Knowledge

    Understands leasing structures and tax treatment.

  2. Quoting and Cost Calculations

    Prepares accurate quotes and comparisons.

  3. Customer Needs and Affordability Assessment

    Assesses needs and affordability before recommending a lease.

  4. Vehicle Ordering, Delivery and Supplier Coordination

    Orders and delivers vehicles and coordinates suppliers.

  5. Regulatory Compliance and Disclosure

    Meets disclosure and regulatory requirements.

  6. Administration and Documentation

    Completes contracts and records accurately.

  7. Managing Changes, Terminations and End-of-Lease

    Manages changes, early terminations and end-of-lease processes.

  8. Employer and HR Liaison

    Liaises with employers and HR on novated leases.

  9. Complaint Handling and Customer Service

    Handles complaints and serves customers well.

  10. Sales Skills and Relationship Building

    Sells and builds long-term relationships.

Levels included with Vehicle Leasing, Novated Leasing & Fleet Finance

Vehicle Leasing, Novated Leasing & Fleet Finance starts with 5 levels, which SkillScorer calls “Grade” for fleet management & car rental, so team members can be grouped and compared fairly. Rename, reorder or replace them at any time.

  • Consultant
  • Senior Consultant
  • Team Leader
  • Manager
  • Head of Leasing

How Vehicle Leasing, Novated Leasing & Fleet Finance works in SkillScorer

Score

Each team member in a branch is scored on the Vehicle Leasing, Novated Leasing & Fleet Finance skills in the Skills Matrix: tap a cell, type a score, and it saves itself.

Compare

Rank team members, compare two side by side, or compare your branches against each other to see exactly where the strengths and gaps are.

Track

Scores are kept year after year, so you can see who is improving and which Vehicle Leasing, Novated Leasing & Fleet Finance skills need attention. Reports also follow each team leader's branch.

Vehicle Leasing, Novated Leasing & Fleet Finance scorecard: common questions

What skills does the Vehicle Leasing, Novated Leasing & Fleet Finance scorecard include?

SkillScorer's Vehicle Leasing, Novated Leasing & Fleet Finance scorecard covers 10 skills: Lease and Salary Packaging Product Knowledge, Quoting and Cost Calculations, Customer Needs and Affordability Assessment, Vehicle Ordering, Delivery and Supplier Coordination, Regulatory Compliance and Disclosure, Administration and Documentation, Managing Changes, Terminations and End-of-Lease, Employer and HR Liaison, Complaint Handling and Customer Service and Sales Skills and Relationship Building. Each one comes with a written description of what it measures, and you can edit, rename, remove or add skills to suit your organisation.

How are team members scored in Vehicle Leasing, Novated Leasing & Fleet Finance?

Every team member is scored from 1 to 10 on each skill (1 = Poor, 5 = Average, 10 = Elite), one branch and year at a time. Scores autosave in the Skills Matrix, and the 18 built-in reports turn them into rankings, radar charts, skill gaps and year-on-year trends.

Which levels come with Vehicle Leasing, Novated Leasing & Fleet Finance?

Vehicle Leasing, Novated Leasing & Fleet Finance starts with these levels (called “Grade” in the app): Consultant, Senior Consultant, Team Leader, Manager and Head of Leasing. They are just a starting point, so you can rename, reorder or replace them.

Can I change the Vehicle Leasing, Novated Leasing & Fleet Finance skills and wording?

Yes. The skills, levels and labels are all editable per organisation. In fleet management & car rental the app talks about team members, branches and team leaders, and you can change any of those words too.

Score Vehicle Leasing, Novated Leasing & Fleet Finance with SkillScorer

Book a demo and we'll set up Fleet Management & Car Rental and Vehicle Leasing, Novated Leasing & Fleet Finance with the skills, levels and wording ready to go.

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