Growth-Focused Financial Services Rep (Bonuses)

World Finance; Aiken (SC); Hybrid; USD 21,000 - 25,000; Full time

Benefits offered by this job

Performance-based bonus

Promote from within

Comprehensive benefits package

401(k) with company match

Volunteer time off

Paid holidays and vacation

Work-life balance

Job summary

World Finance in Aiken, South Carolina is seeking a dedicated Financial Services Representative to drive loan sales, explain terms, and guide customers through the application process. This full-time role blends customer service with finance, tax service support, and responsible account management.

You will handle high-volume calls, follow up on applications, secure payments, and balance cash while maintaining accurate records in our systems.

Qualifications

• High school diploma or equivalent.
• Valid driver’s license, reliable transportation, and current insurance.
• Ability to obtain required insurance licensing.

Responsibilities

• Drive and close loan sales by taking applications, explaining terms, and asking for the business.
• Conduct substantial daily outbound 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.
• 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.

Skills

Sales experience

Customer service

High-volume calls

Communication skills

Problem-solving

Data entry

Education

High school diploma or equivalent

Job description

World Finance in Aiken, South Carolina is seeking a dedicated Financial Services Representative to drive loan sales, explain terms, and guide customers through the application process. This full-time role blends customer service with finance, tax service support, and responsible account management.

You will handle high-volume calls, follow up on applications, secure payments, and balance cash while maintaining accurate records in our systems.