Financial Services Rep: Growth Path & Performance Bonus

World Finance; North Richland Hills (TX); On-site; USD 22,000 - 23,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Long-term disability

Mental health support

401(k) with company match

Paid holidays

Vacation time

Job summary

World Finance in North Richland Hills, TX is seeking a Financial Services Representative to support loan sales, tax services, and account management. The role is full-time and office-based, with a focus on delivering excellent customer service in a fast-paced environment.

You will handle applications, explain terms, collect payments, and assist customers with tax preparation and other financial products. A high school diploma and a valid driver’s license are required.

Qualifications

• High school diploma or equivalent.
• Valid driver's license and reliable transportation.
• Ability to obtain required insurance licensing.
• Experience in sales, customer service, collections, or account management with measurable results.
• Strong communication, problem-solving, and organizational skills.

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, phone-intensive environment.
• Manage delinquent accounts by securing payments and setting payment arrangements.
• Assist customers in person with loan applications, tax preparation services, payments, account questions, and issue resolution.
• Process payments, account updates, tax-related documentation, and document all activity in company systems.

Skills

Sales

Customer service

Collections

Account management

Communication

Problem solving

Organizational skills

Data entry

Education

High school diploma or equivalent

Tools

Basic computer skills

Job description

World Finance in North Richland Hills, TX is seeking a Financial Services Representative to support loan sales, tax services, and account management. The role is full-time and office-based, with a focus on delivering excellent customer service in a fast-paced environment.

You will handle applications, explain terms, collect payments, and assist customers with tax preparation and other financial products. A high school diploma and a valid driver’s license are required.