Financial Services Advisor: Close Loans & Help Clients

World Finance Company of Georgia, LLC; Macon (GA); On-site; USD 21,000 - 25,000; Full time

Benefits offered by this job

401(k) with company match

Medical insurance

Dental insurance

Vision insurance

Life insurance

Long-term disability

Free mental health support

Paid holidays

Vacation time

Volunteer time

Job summary

World Finance Company of Georgia, LLC is hiring a Financial Services Representative to guide customers on their financial journey. The role emphasizes driving loan sales, managing delinquent accounts, and assisting with tax preparation while maintaining compliant records and professional customer interactions.

Responsibilities include daily outbound outreach, in-person customer meetings, and close collaboration with branches to meet sales and service goals.

Qualifications

• Experience in sales, customer service, collections, or account management with measurable results.
• Meets goals in a fast-paced environment.
• Strong communication, problem-solving, and organizational skills.

Responsibilities

• Drive and close loan sales by taking applications, explaining terms, and asking for the business.
• Outbound outreach for collections, follow-up, tax services, and new business generation; thrive in a high-volume, phone-intensive environment.
• Manage delinquent accounts by securing payments and setting payment arrangements.
• Prepare individual tax returns, gather and review required documentation, and assist customers with tax-related questions.
• Assist customers in person with loan applications, tax preparation services, payments, and account questions.

Skills

Sales

Customer Service

Collections

Account Management

High-Volume Calls

Communication

Problem Solving

Organizational Skills

Education

High school diploma or equivalent

Job description

World Finance Company of Georgia, LLC is hiring a Financial Services Representative to guide customers on their financial journey. The role emphasizes driving loan sales, managing delinquent accounts, and assisting with tax preparation while maintaining compliant records and professional customer interactions.

Responsibilities include daily outbound outreach, in-person customer meetings, and close collaboration with branches to meet sales and service goals.