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Financial Services Representative

Job in Rockford, Winnebago County, Illinois, 61103, USA
Listing for: World Finance
Full Time position
Listed on 2026-10-05
Job specializations:
  • Finance & Banking
    Banking & Finance, Financial Sales
  • Sales
    Banking & Finance, Financial Sales
Salary/Wage Range or Industry Benchmark: 17 - 19 USD Hourly USD 17.00 19.00 HOUR
Job Description & How to Apply Below

Compensation

Compensation $17–$19 per hour, based on experience and location, plus performance-based bonus opportunities. Total earnings increase with strong individual and branch performance.

Why Join World
  • Strong growth opportunities
  • Many of our leaders, including executives, started in this role
  • Promote-from-within culture
  • A large percentage of team members advance into leadership roles
  • Performance-based earnings
  • Bonus opportunities tied to branch results
  • Comprehensive benefits for all stages of life
  • Including major medical, dental, vision, life insurance, long-term disability, and free mental health support
  • Retirement and time off
  • 401(k) with company match, paid holidays, and vacation time
  • Community focus
  • Paid volunteer time and a strong commitment to giving back
  • Work-life balance
  • Predictable schedules with a focus on time outside of work
About World Finance

World Finance has been recognized as a Top Workplace USA for six consecutive years and a Newsweek Most Trustworthy Company. Since 1962, we have helped millions of customers meet their financial needs through personal loans, tax services, and credit-building solutions. With over 1, 0 00 branches across 16 states, we are committed to serving the communities where we live and work.

Essential Duties and Responsibilities
  • Drive and close loan sales by taking applications, explaining terms, and asking for the business
  • Conduct substantial daily outbound customer outreach for collections, application follow-up, tax services, and new business generation; thrive in a high-volume, phone-intensive environment
  • Manage delinquent accounts by securing payments and setting payment arrangements
  • Contact approved, pending, and former borrowers to drive loan volume and identify opportunities for additional financial products and services
  • Prepare individual tax returns, gather and review required documentation, and assist customers with tax-related questions in compliance with company policies and applicable regulations
  • Assist customers in person with loan applications, tax preparation services, payments, account questions, and issue resolution
  • Process payments, account updates, tax-related documentation, and document all activity in company systems
  • Maintain accurate and compliant records, including timely credit denial letters and required tax documentation
  • Handle and balance cash, and complete required bank runs to deliver deposits
  • Follow company policies, procedures, and regulatory requirements
  • Complete required training and meet performance expectations for sales, collections, tax preparation, and account management
Basic Requirements
  • High school diploma or equivalent
  • Valid driver’s license, reliable transportation, and current insurance
  • Must be able to independently perform all required bank runs, including transporting deposits, without relying on non-employees for transportation
  • Ability to obtain required insurance licensing
Experience & Skills
  • Experience in sales, customer service, collections, or account management with measurable results
  • Proven ability to handle high-volume calls and difficult customer conversations
  • Track record of meeting or exceeding goals in a fast-paced environment
  • Strong communication, problem-solving, and organizational skills
  • Basic computer skills with accurate and consistent data entry
Preferred Backgrounds
  • Experience in banking, retail, restaurants, hospitality, collections, call centers, insurance, healthcare front office, or similar customer-facing roles is preferred
Physical and Environmental Requirements

Office based role with standard lighting and noise levels. Regular in-person attendance during scheduled work hours is essential; occasional extended hours or weekend work may be required based on business needs. Combination of stationary work and…

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