Loan & Tax Services Rep — Growth & Bonus Potential

World Finance; Paintsville (KY); On-site; USD 21,000 - 30,000; Full time

Benefits offered by this job

401(k) match

Medical insurance

Dental insurance

Vision insurance

Life insurance

Long-term disability

Mental health support

Paid holidays

Vacation time

Volunteer time

Job summary

World Finance is seeking a Financial Services Representative to guide customers on their financial journey, drive loan sales, manage past-due accounts, and assist with tax returns in a fast-paced branch setting.

This on-site role requires daily outbound calling, in-person customer meetings, and a commitment to meeting performance targets across sales, collections, tax services, and account management, with opportunities for performance-based earnings and career growth.

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.
• Strong communication, problem-solving, and organizational skills.
• Basic computer skills with accurate and consistent data entry.

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.
• Manage delinquent accounts by securing payments and setting payment arrangements.
• Identify opportunities for additional financial products and services during customer interactions.
• Assist customers in person with loan applications, tax preparation, payments, and account questions.

Skills

Sales experience

Customer service

Collections experience

Account management

High-volume calls

Education

High school diploma

Job description

World Finance is seeking a Financial Services Representative to guide customers on their financial journey, drive loan sales, manage past-due accounts, and assist with tax returns in a fast-paced branch setting.

This on-site role requires daily outbound calling, in-person customer meetings, and a commitment to meeting performance targets across sales, collections, tax services, and account management, with opportunities for performance-based earnings and career growth.