Financial Services Consultant: Loan Sales & Tax Support

World Finance; Dothan (AL); On-site; USD 22,000 - 28,000; Full time

Benefits offered by this job

Strong growth opportunities

Promote-from-within culture

Performance-based earnings

Comprehensive benefits

Job summary

World Finance is seeking a Financial Services Representative to guide customers on their financial journey. You will drive loan sales, manage accounts, and assist with tax returns, delivering personable service in a fast-paced branch setting.

The role emphasizes daily outbound calling, high-volume collections, and in-person customer interactions, with opportunities for performance-based earnings and advancement within a supportive, growth-oriented environment.

Qualifications

• 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.

Responsibilities

• Drive and close loan sales by taking applications, explaining terms, and asking for the business.
• Conduct substantial daily outbound customer outreach for collections, tax services, and new business generation; thrive in a high-volume environment.
• Manage delinquent accounts by securing payments and setting payment arrangements.
• Identify opportunities for additional financial products and services with approved, pending, and former borrowers.
• Assist customers in person with loan applications, tax preparation services, payments, and account questions.

Skills

Sales experience

Customer service

Collections

Account management

High-volume calls

Communication

Data entry

Education

High school diploma or equivalent

Job description

World Finance is seeking a Financial Services Representative to guide customers on their financial journey. You will drive loan sales, manage accounts, and assist with tax returns, delivering personable service in a fast-paced branch setting.

The role emphasizes daily outbound calling, high-volume collections, and in-person customer interactions, with opportunities for performance-based earnings and advancement within a supportive, growth-oriented environment.