Growth-Focused Financial Services Rep – Loans & Tax

World Finance; Savannah (GA); On-site; USD 21,000 - 28,000; Full time

Benefits offered by this job

Growth opportunities

Promote-from-within culture

Bonus opportunities

Comprehensive benefits

401(k) with match

Volunteer time

Work-life balance

Job summary

World Finance is seeking a Financial Services Representative in Savannah, GA to drive loan sales, manage past-due accounts, and assist customers with tax and financial services.

This role requires daily outbound calling, in-person meetings, and closing loans, with the goal of keeping accounts current while generating new business. Strong communication and resilient handling of high-volume conversations are essential for success.

Qualifications

• Experience in sales, customer service, collections, or account management with measurable results.
• Proven ability to handle high-volume calls and difficult 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 data entry.

Responsibilities

• Drive loan sales by taking applications, explaining terms, and asking for the business.
• Outbound outreach for collections, applications, tax services, and new business; thrive in a high-volume, phone-intensive environment.
• Manage delinquent accounts and arrange payments.
• Assist customers in person with loan applications and tax services.
• Process payments, account updates, and tax documents; document activity in company systems.
• Maintain compliant records and issue required communications.
• Handle cash and deposits; balance as needed.
• Adhere to company policies, procedures, and regulatory requirements.
• Complete training and meet performance expectations.

Skills

Sales experience

Customer service

Communication

Problem solving

Organizational skills

High-volume calls

Education

High school diploma

Job description

World Finance is seeking a Financial Services Representative in Savannah, GA to drive loan sales, manage past-due accounts, and assist customers with tax and financial services.

This role requires daily outbound calling, in-person meetings, and closing loans, with the goal of keeping accounts current while generating new business. Strong communication and resilient handling of high-volume conversations are essential for success.