Financial Services Pro — Growth Path, Bonuses & Benefits

World Finance; North Charleston (SC); Ibrido; USD 21.000 - 25.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health insurance

Dental insurance

Vision insurance

Life insurance

Disability coverage

Mental health support

401(k) match

Paid holidays

Vacation time

Volunteer time

Work-life balance

Descrizione del lavoro

World Finance in North Charleston seeks a Financial Services Representative to drive loan sales, take applications, explain terms, and deliver excellent customer service in a high-volume, phone-driven environment.

You will perform outbound collections, tax services support, and help generate new business while maintaining accurate records, handling cash, and ensuring compliance with policies and regulations.

Competenze

• 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.

Mansioni

• 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.
• Prepare individual tax returns and assist customers with tax-related questions.
• Assist customers in person with loan applications, tax preparation services, payments, and account questions.

Conoscenze

Sales experience

Customer service

High-volume calls

Communication

Problem solving

Organizational skills

Formazione

High school diploma or equivalent

Strumenti

CRM software

Descrizione del lavoro

World Finance in North Charleston seeks a Financial Services Representative to drive loan sales, take applications, explain terms, and deliver excellent customer service in a high-volume, phone-driven environment.

You will perform outbound collections, tax services support, and help generate new business while maintaining accurate records, handling cash, and ensuring compliance with policies and regulations.