Financial Services Representative

World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek’s Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We’re an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you’re the face of World Finance – empathizing, empowering, and engaging with our customers.

Summary:

The Financial Services Representative (FSR) is responsible for driving loan sales, managing past-due accounts, preparing tax returns, and working directly with customers to meet financial needs. This role requires daily outbound calling, including high-volume collection activity, meeting with customers in person, and closing loans. The FSR is accountable for keeping accounts current while consistently generating new business. Success in this role requires the ability to manage a fast‑paced workload, handle challenging conversations, and meet performance goals across sales, collections, tax services, and branch operations, with opportunities for performance-based earnings and advancement.

• 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

Compensation $16–$18 per hour, based on experience and location, plus performance‑based bonus opportunities. Total earnings increase with strong individual and branch performance.

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 1,000 branches across 16 states, we are committed to serving the communities where we live and work.

• 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

• 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 in sales, customer service, collections, or account…