Financial Services Representative (Temporary)

World Finance • Glasgow, KY

4d • Onsite

About The Position

The Financial Services Representative is responsible for generating loan sales, managing past-due accounts, preparing individual tax returns, and helping customers meet their financial needs. The role involves substantial daily outbound calling for collections, application follow-up, tax services, and new business generation, as well as in-person customer meetings and loan closings. The representative is accountable for keeping accounts current and generating new business while meeting performance expectations across sales, collections, tax preparation, and branch operations. The position offers $16 per hour, based on experience and location, plus performance-based bonus opportunities.

World Finance describes its organization as a community-focused provider of personal loans, tax services, and credit-building solutions, with over 1,000 branches across 16 states. The company says it has been recognized as a Top Workplace USA for six consecutive years and a Newsweek Most Trustworthy Company. The role is office-based and requires regular in-person attendance during scheduled work hours. Occasional extended hours, weekend work, and local travel to offsite locations or banks may be required based on business needs. The position also involves handling deposits and completing required bank runs independently.

Requirements

• High school diploma or equivalent.
• Valid driver’s license, reliable transportation, and current insurance.
• Ability to independently complete 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.
• Ability to perform computer work, handle documents, and communicate information effectively.
• Regular in-person attendance during scheduled work hours.
• Ability to communicate clearly and professionally with customers and coworkers in person, by phone, and electronically.
• Ability to adapt to shifting priorities and deadlines, collaborate, and multitask.
• Ability to perform occasional walking, standing, bending, reaching, and similar activities, and occasional light lifting, pushing, or pulling of office materials generally up to 30 pounds.
• Occasional local travel to offsite locations and banks as required for business purposes.

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 customers for their 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 generate loan volume and identify opportunities for additional products and services.
• Prepare individual tax returns, gather and review required documentation, and help customers with tax-related questions in accordance with company policies and 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 record activity in company systems.
• Maintain accurate, 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.
• Assist with general office upkeep as needed.

Benefits

• Performance-based bonus opportunities tied to individual and branch performance.
• 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.
• Growth and advancement opportunities, including a promote-from-within culture.
• Predictable schedules with a focus on time outside of work.

What This Job Offers

• Career Level: Entry Level
• Education Level: High school or GED