Financial Services Representative

Compensation 

$15–$18 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 1,000 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 regular movement throughout the office, including occasional walking, standing, bending, reaching, and similar activities 

• Occasional light lifting, pushing, or pulling of office materials (generally up to 30 pounds) 

• Ability to perform computer work, handle documents, and communicate information effectively 

• Fast paced environment with shifting priorities and deadlines; requires professionalism, adaptability, collaboration, and multitasking 

• Frequent interaction with customers and coworkers; must communicate clearly and professionally in person, by phone, and electronically 

• May assist with general office upkeep to maintain a professional environment 

• Occasional local travel to offsite locations and banks as required for business purposes