Financial Services Rep: Growth, Bonuses & Impact

World Finance; Lexington (KY); Hybrid; USD 22,000 - 23,000; Full time

Benefits offered by this job

Performance-based bonus

Comprehensive benefits

401(k) with company match

Paid holidays and vacation

Volunteer time

Life insurance

Job summary

World Finance in Lexington, Kentucky is hiring a Financial Services Representative to support loan sales, tax services, and account management. The role involves high-volume outreach, customer service, and accurate documentation in banking systems.

The position offers a stable full-time schedule with opportunities for growth and a strong benefits package including retirement and paid time off.

Qualifications

• High school diploma or equivalent required.
• Experience in sales, customer service or collections is preferred.
• Strong communication and organizational skills are essential.
• Ability to handle high-volume calls and data entry with accuracy.

Responsibilities

• Drive and close loan sales by taking applications, explaining terms, and requesting the business.
• Conduct substantial daily outbound outreach for collections, tax services, and new business generation.
• Manage delinquent accounts by securing payments and setting payment arrangements.
• Assist customers in person with loan applications, tax preparation services, payments, and account questions.
• Process payments, updates, tax documents, and document activity in company systems.
• Maintain accurate, compliant records and handle cash and deposits as needed.
• Follow company policies, procedures, and regulatory requirements.

Skills

Sales experience

Customer service

Communication skills

Organizational skills

Data entry

Problem solving

Education

High school diploma or equivalent

Tools

Microsoft Office

Banking software

Job description

World Finance in Lexington, Kentucky is hiring a Financial Services Representative to support loan sales, tax services, and account management. The role involves high-volume outreach, customer service, and accurate documentation in banking systems.

The position offers a stable full-time schedule with opportunities for growth and a strong benefits package including retirement and paid time off.