Loan Sales & Tax Services Specialist

World Finance; Brunswick (GA); Hybrid; USD 31,000 - 37,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Long-term disability

Mental health support

401(k) with company 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. The role requires daily outbound calling, in-person meetings, and a focus on meeting performance goals across sales, collections, tax services, and branch operations.

The position offers performance-based bonus opportunities and comprehensive benefits, with a strong emphasis on work-life balance and growth within the company.

Qualifications

• Experience in sales, customer service, collections, or account management with measurable results.
• Strong communication, problem-solving, and organizational skills.
• Basic computer skills with accurate data entry.

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 arranging payments.
• Assist customers in person with loan applications and tax preparation services.

Skills

Sales experience

Customer service

Collections

Account management

Communication

Problem-solving

Organizational skills

Education

High school diploma or equivalent

Job description

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

The position offers performance-based bonus opportunities and comprehensive benefits, with a strong emphasis on work-life balance and growth within the company.