Growth-Oriented Financial Services Rep—Loans & Tax

World Finance; Duluth (GA); Hybrid; USD 21,000 - 25,000; Full time

Benefits offered by this job

Growth opportunities

Promote-from-within

Performance-based earnings

Comprehensive benefits

401(k) match

Volunteer time

Work-life balance

Job summary

World Finance in Duluth, GA is seeking a Financial Services Representative to drive loan sales, manage past-due accounts, and assist customers with tax-related services. The role requires daily outbound calling, in-person meetings, and closing loans in a fast-paced branch environment.

The position balances collections with tax preparation duties and record-keeping, with a path to advancement. Comprehensive benefits, a 401(k), paid holidays, and a focus on work-life balance are offered.

Qualifications

• High school diploma or equivalent.
• Valid driver’s license, reliable transportation, and current insurance.
• Ability to obtain required insurance licensing.
• Experience in sales, customer service, collections, or account management with measurable results.
• Comfort handling high-volume calls and difficult conversations.

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.
• Manage delinquent accounts by securing payments and setting arrangements.
• Contact borrowers to drive loan volume and identify opportunities for additional financial products.
• Prepare individual tax returns and assist customers with tax questions in compliance with policies.
• Assist customers in person with loan applications, tax preparation, payments, and account questions.
• Process payments, updates, tax documents, and document activity in company systems.
• Maintain accurate and compliant records, including timely credit denial letters and tax documentation.
• Handle and balance cash and perform bank runs.
• Follow company policies and training to meet performance expectations.

Skills

Sales

Customer service

Collections

Account management

High-volume calls

Communication

Problem solving

Data entry

Education

High school diploma

Job description

World Finance in Duluth, GA is seeking a Financial Services Representative to drive loan sales, manage past-due accounts, and assist customers with tax-related services. The role requires daily outbound calling, in-person meetings, and closing loans in a fast-paced branch environment.

The position balances collections with tax preparation duties and record-keeping, with a path to advancement. Comprehensive benefits, a 401(k), paid holidays, and a focus on work-life balance are offered.