Financial Services Representative

World Finance • Baton Rouge, LA

7d • Onsite

About The Position

The Financial Services Representative (FSR) drives loan sales, manages past-due accounts, prepares individual tax returns, and works directly with customers to meet their financial needs. The role includes daily, high-volume outbound calling, in-person customer service, loan closing, collections, and branch operations. The representative is accountable for keeping accounts current while generating new business and meeting performance goals across sales, collections, tax services, and account management. Compensation is $15–$19 per hour, based on experience and location, plus performance-based bonus opportunities; total earnings may increase with individual and branch performance.

World Finance has served customers since 1962 with personal loans, tax services, and credit-building solutions. The company has more than 1,000 branches across 16 states and reports recognition as a Top Workplace USA for six consecutive years and a Newsweek Most Trustworthy Company. World describes its culture as growth-oriented and promote-from-within, with opportunities for advancement.

This is an office-based role with scheduled in-person attendance. Work involves regular customer and coworker interaction, a fast-paced environment with shifting priorities, and a combination of stationary work and movement around the office. Occasional extended hours, weekend work, local travel to offsite locations and banks, and assistance with general office upkeep may be required.

Requirements

• High school diploma or equivalent.
• Valid driver’s license, reliable transportation, and current insurance.
• Ability to independently perform required bank runs and transport deposits without relying on non-employees for transportation.
• Ability to obtain required insurance licensing.
• 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 and accurate, consistent data entry.
• Ability to attend in person regularly during scheduled work hours.
• Ability to perform computer work, handle documents, and communicate information effectively.
• Ability to communicate clearly and professionally with customers and coworkers in person, by phone, and electronically.
• Ability to occasionally lift, push, or pull office materials generally weighing up to 30 pounds.
• Ability to occasionally walk, stand, bend, and reach, and to handle shifting priorities, deadlines, and multitasking.

Nice To Haves

• Experience in banking, retail, restaurants, hospitality, collections, call centers, insurance, healthcare front office, or similar customer-facing roles.

Responsibilities

• Drive and close loan sales by taking applications, explaining loan terms, and asking customers for the business.
• Conduct substantial daily outbound customer outreach for collections, application follow-up, tax services, and new business generation 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, update accounts, process tax-related documentation, and document 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.
• Occasionally assist with general office upkeep.

Benefits

• Major medical insurance.
• Dental insurance.
• Vision insurance.
• Life insurance.
• Long-term disability coverage.
• Free mental health support.
• 401(k) with company match.
• Paid holidays.
• Vacation time.
• Paid volunteer time.
• Performance-based bonus opportunities.
• Predictable schedules with a focus on time outside of work.
• Growth and advancement opportunities, including a promote-from-within culture.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED