Financial Services Representative

World Finance•Princeton, IN

9d•$16 - $18•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 substantial daily outbound calling, high-volume collection activity, in-person customer meetings, and closing loans. The FSR is accountable for keeping accounts current while generating new business and meeting performance goals across sales, collections, tax services, and branch operations. The position offers performance-based earnings and opportunities for advancement. The role is office-based and requires regular in-person attendance during scheduled work hours. It involves frequent customer and coworker interaction, a fast-paced workload, and occasional local travel to banks and other offsite locations. Occasional extended hours or weekend work may be required based on business needs. World Finance offers hourly compensation of $16–$18, based on experience and location, plus performance-based bonus opportunities. The company describes a promote-from-within culture, growth opportunities, community involvement, and a focus on predictable schedules and work-life balance. World Finance has over 1,000 branches across 16 states and has served customers since 1962.

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.
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.
Professional, adaptable, collaborative, and able to multitask amid shifting priorities and deadlines.
Ability to communicate clearly and professionally in person, by phone, and electronically.

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 terms, and asking for the business.
Conduct substantial daily outbound customer outreach for collections, application follow-up, tax services, and new business generation.
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 products and services.
Prepare individual tax returns, gather and review required documentation, and answer 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, and 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 travel locally to offsite locations and banks as required for business purposes.
May assist with general office upkeep to maintain a professional environment.