Financial Services Representative

World Finance

Harker Heights (TX)

On-site

USD 21,000 - 25,000

Part time

5 days ago
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Benefits offered by this job

Medical insurance
Dental insurance
Vision insurance
Life insurance
Long-term disability
Mental health support
401(k) match
Paid holidays
Vacation time
Volunteer time
Predictable schedules

Job summary

World Finance seeks a part-time Financial Services Representative in Harker Heights, TX. You will drive loan sales, perform tax-related prep work, and help customers with financial services in a busy, customer-facing office.

The role emphasizes high-volume outreach, account management, and precise record-keeping, with a focus on service quality and regulatory compliance. A strong work ethic and reliable transportation are essential.

Qualifications

  • High school diploma or equivalent is required.
  • Valid driver’s license, reliable transportation and current insurance.
  • Ability to obtain required insurance licensing.
  • Experience in sales, customer service, collections, or account management.

Responsibilities

  • Drive and close loan sales by taking applications, explaining terms and asking for the business.
  • Conduct substantial daily outreach for collections, tax services, and new business generation.
  • Manage delinquent accounts and set payment arrangements.
  • Contact approved, pending, and former borrowers to drive loan volume and cross-sell products.
  • Assist customers in person with loan applications and tax preparation services.
  • Process payments, update accounts, and document activity in company systems.
  • Maintain accurate records and handle cash and bank deposits as required.
  • Follow company policies and regulatory requirements; complete training and meet performance targets.

Skills

Sales experience
Customer service
Communication
Problem solving

Education

High school diploma or equivalent

Job description

# Financial Services Representative### Part timeHarker Heights,TexasR19393**Compensation**$15–$18 per hour, based on experience and location, plus performance-based bonus opportunities. Total earnings increase with strong individual and branch performance.**Why Join World:*** **Strong growth opportunities** – Many of our leaders, including executives, started in this role* **Promote-from-within culture** – A large percentage of team members advance into leadership roles* **Performance-based earnings** – Bonus opportunities tied to branch results* **Comprehensive benefits for all stages of life**– Including major medical, dental, vision, life insurance, long-term disability, and free mental health support* **Retirement and time off** – 401(k) with company match, paid holidays, and vacation time* **Community focus** – Paid volunteer time and a strong commitment to giving back* **Work-life balance** – Predictable schedules with a focus on time outside of work**About World Finance:**World Finance has been recognized as a Top Workplace USA for six consecutive years and a Newsweek Most Trustworthy Company. Since 1962, we have helped millions of customers meet their financial needs through personal loans, tax services, and credit-building solutions. With over 1,000 branches across 16 states, we are committed to serving the communities where we live and work.**Essential Duties and Responsibilities:*** Drive and close loan sales by taking applications, explaining terms, and asking for the business* Conduct substantial daily outbound customer outreach for collections, application 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* Contact approved, pending, and former borrowers to drive loan volume and identify opportunities for additional financial products and services* Prepare individual tax returns, gather and review required documentation, and assist customers with tax-related questions in compliance with company policies and applicable regulations* 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* Maintain accurate and compliant records, including timely credit denial letters and required tax documentation* Handle and balance cash, and complete required bank runs to deliver deposits* Follow company policies, procedures, and regulatory requirements* Complete required training and meet performance expectations for sales, collections, tax preparation, and account management**Basic Requirements:*** High school diploma or equivalent* Valid driver’s license, reliable transportation, and current insurance* Must be able to independently perform all required bank runs, including transporting deposits, without relying on non-employees for transportation* Ability to obtain required insurance licensing **Experience & Skills:*** 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**Preferred Backgrounds:**Experience inbanking, retail, restaurants, hospitality, collections, call centers, insurance, healthcare front office, or similar customer-facing rolesis preferred.**Physical and Environmental Requirements:*** Office based role with standard lighting and noise levels* Regular in-person attendance during scheduled work hours is essential; occasional extended hours or weekend work may be required based on business needs* Combination of stationary work and regular movement throughout the office, including occasional walking, standing, bending, reaching, and similar activities* Occasional light lifting, pushing, or pulling of office materials (generally up to 30 pounds)* Ability to perform computer work, handle documents, and communicate information effectively* Fast paced environment with shifting priorities and deadlines; requires professionalism, adaptability, collaboration, and multitasking* Frequent interaction with customers and coworkers; must communicate clearly and professionally in person, by phone, and electronically* May assist with general office upkeep to maintain a professional environment* Occasional local travel to offsite locations and banks as required for business purposesApply Now
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