Financial Services Representative (Temp to Hire)

World Finance•Holly Hill, SC

2d•Onsite

About The Position

The Financial Services Representative (FSR) drives loan sales, manages past-due accounts, prepares tax returns, and works directly with customers to meet their financial needs. The role includes daily, high-volume outbound calling for collections, application follow-up, tax services, and new business generation; in-person customer meetings; and closing loans. The FSR is responsible for keeping accounts current while generating new business and meeting performance expectations across sales, collections, tax services, and branch operations. The position offers performance-based bonus opportunities and advancement potential. This is a temp-to-hire opportunity. Compensation is $15–$17 per hour, based on experience and location, plus performance-based bonus opportunities. Total earnings can increase with individual and branch performance. The role is office-based, with regular in-person attendance during scheduled work hours, occasional extended hours or weekend work based on business needs, and occasional local travel to offsite locations and banks. World Finance has served customers since 1962 through personal loans, tax services, and credit-building solutions. The company has over 1,000 branches across 16 states and describes its culture as growth-oriented, promote-from-within, and community-focused. Benefits mentioned include medical, dental, vision, life insurance, long-term disability, free mental health support, a 401(k) with company match, paid holidays, vacation time, and paid volunteer time.

Requirements

High school diploma or equivalent.
Valid driver’s license, reliable transportation, and current insurance.
Ability to independently perform 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 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.
Regular in-person attendance during scheduled work hours is essential.
Ability to perform computer work, handle documents, and communicate information effectively.
Professionalism, adaptability, collaboration, and multitasking in a fast-paced environment with shifting priorities and deadlines.
Ability to communicate clearly and professionally with customers and coworkers in person, by phone, and electronically.
Ability to perform occasional light lifting, pushing, or pulling of office materials, generally up to 30 pounds.

Nice To Haves

Experience in banking, retail, restaurants, hospitality, collections, call centers, insurance, healthcare front office, or similar customer-facing roles.
Availability for occasional extended hours or weekend work based on business needs.
Ability to travel locally to offsite locations and banks as required for business purposes.

Responsibilities

Drive and close loan sales by taking applications, explaining terms, and asking customers for 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 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, 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.
May assist with general office upkeep to maintain a professional environment.