Growth-Focused Financial Services Rep: Loans, Tax & Collections

World Finance; Lafayette (LA); On-site; USD 31,000 - 47,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

Mental health support

401(k) match

Paid holidays

Vacation time

Volunteer time

Job summary

World Finance is seeking a Financial Services Representative to drive loan sales, manage past-due accounts, and assist customers with tax returns and financial needs. This role requires daily outbound calling, in-person meetings, and a focus on meeting performance goals across sales, collections, tax services, and branch operations.

You will handle high-volume outreach, secure payments, close loans, and support customers with tax preparation and financial products, while adhering to policies and

Qualifications

• 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.

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 environment.
• Manage delinquent accounts by securing payments and setting payment arrangements.
• Prepare individual tax returns, gather documentation, and assist customers with tax questions.

Skills

Sales experience

Customer service

High-volume calls

Communication skills

Problem-solving

Organizational skills

Data entry accuracy

Education

High school diploma

Job description

World Finance is seeking a Financial Services Representative to drive loan sales, manage past-due accounts, and assist customers with tax returns and financial needs. This role requires daily outbound calling, in-person meetings, and a focus on meeting performance goals across sales, collections, tax services, and branch operations.

You will handle high-volume outreach, secure payments, close loans, and support customers with tax preparation and financial products, while adhering to policies and