Financial Services Representative (Temporary)

World Finance • Gainesville, TX

10d • 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 financial needs. The role involves daily, high-volume outbound calling, in-person customer meetings, closing loans, and maintaining current accounts while generating new business. The FSR manages a fast-paced workload and challenging conversations while meeting performance expectations across sales, collections, tax services, and branch operations. Performance-based earnings and opportunities for advancement are available.

The position is office-based and requires regular in-person attendance during scheduled work hours. Work includes a combination of stationary tasks and movement around the office, frequent customer and coworker interaction, and occasional local travel to banks or other offsite locations. Occasional extended hours or weekend work may be required based on business needs.

World Finance describes itself as a community-focused financial services company founded in 1962, with more than 1,000 branches across 16 states. It offers personal loans, tax services, and credit-building solutions. Compensation is $16 per hour, based on experience and location, plus performance-based bonus opportunities. The company also lists benefits including medical, dental, vision, life insurance, long-term disability, 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 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.
• Ability to work regular scheduled hours in person; occasional extended hours or weekend work may be required based on business needs.
• Ability to travel locally to offsite locations and banks as required.

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 outreach for collections, application follow-up, tax services, and new business generation.
• Manage delinquent accounts by securing payments and arranging payment plans.
• Contact approved, pending, and former borrowers to increase loan volume and identify opportunities for additional financial products and services.
• Prepare individual tax returns, gather and review required documents, and answer tax-related questions in accordance with company policies and applicable regulations.
• Assist customers in person with loan applications, tax preparation, 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.
• Occasionally assist with general office upkeep.

Benefits

• Comprehensive benefits including major medical, dental, vision, life insurance, long-term disability, and free mental health support.
• 401(k) with company match.
• Paid holidays and vacation time.
• Paid volunteer time.
• Performance-based bonus opportunities.
• Predictable schedules with a focus on time outside 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