Dynamic Financial Services Advisor — Loans & Tax

World Finance; Jerome (ID); On-site; USD 22,000 - 25,000; Full time

Benefits offered by this job

Performance-based earnings

401(k) with company match

Paid holidays and vacation

Comprehensive health benefits

Volunteer time off

Work-life balance with predictable S-h

Job summary

World Finance in Jerome, ID, is hiring a Financial Services Representative to drive loan sales, manage past-due accounts, and prepare tax returns. The role involves daily outbound calls, in-person customer meetings, and closing loans.

You will balance collections with tax services and account management while maintaining compliant records and providing excellent service. The position offers hourly pay with performance-based bonus opportunities and comprehensive benefits, with advancement

Qualifications

• High school diploma or equivalent.
• Experience in sales, customer service, collections, or account management.
• Strong communication and organizational skills.
• Ability to handle high-volume calls and difficult conversations.
• Basic computer skills and accurate data entry.

Responsibilities

• Drive loan sales and process applications.
• Manage past-due accounts and collections.
• Prepare tax returns.
• Assist customers with financial products and services.
• Provide in-person support and balance daily workload.
• Perform bank runs and deposits where required.

Skills

Sales experience

Customer service

Collections experience

Communication skills

Data entry

Education

High school diploma or equivalent

Job description

World Finance in Jerome, ID, is hiring a Financial Services Representative to drive loan sales, manage past-due accounts, and prepare tax returns. The role involves daily outbound calls, in-person customer meetings, and closing loans.

You will balance collections with tax services and account management while maintaining compliant records and providing excellent service. The position offers hourly pay with performance-based bonus opportunities and comprehensive benefits, with advancement