Financial Services Representative (Temporary)

World Finance • Shepherdsville, KY

7d • $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 address their financial needs. The role includes daily, high-volume outbound calling, in-person customer meetings, loan closing, and account management. The FSR is responsible for keeping accounts current while generating new business, handling a fast-paced workload and challenging conversations, and meeting performance goals across sales, collections, tax services, and branch operations. Performance-based bonus opportunities and advancement are available.

World Finance has operated since 1962 and provides personal loans, tax services, and credit-building solutions through more than 1,000 branches across 16 states. The company describes a promote-from-within culture, growth opportunities, comprehensive benefits, retirement and paid time off, paid volunteer time, and predictable schedules focused on work-life balance.

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

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.
• 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 perform computer work, handle documents, and communicate information effectively.
• Ability to work in a fast-paced environment with shifting priorities and deadlines, maintaining professionalism, adaptability, collaboration, and multitasking.
• Ability to communicate clearly and professionally with customers and coworkers 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 customers for the business.
• Conduct substantial daily outbound 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 generate loan volume and identify opportunities for additional financial 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 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.
• Attend in person during scheduled work hours and travel locally to banks or other offsite locations as required.
• May assist with general office upkeep.

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.
• Predictable schedules with a focus on time outside of work.
• Growth and advancement opportunities, including a promote-from-within culture.

What This Job Offers

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