Loans, Tax & Client Solutions Specialist

World Finance; Hopkinsville (KY); Hybrid; USD 21,000 - 25,000; Full time

Benefits offered by this job

Performance-based earnings

Promote-from-within culture

Comprehensive benefits

401(k) with company match

Paid holidays and vacation

Volunteer time

predictable schedules

Job summary

World Finance in Hopkinsville, KY is seeking a Financial Services Representative to drive loan sales, manage past-due accounts, and prepare tax returns. You will engage customers through daily outbound calls and in-person meetings, aiming to close loans and meet performance goals.

The role offers performance-based earnings and growth opportunities within a promote-from-within culture, with comprehensive benefits and a strong community focus.

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 outreach for collections, tax services, and new business generation; thrive in a high-volume, phone-intensive environment.
• Manage delinquent accounts by securing payments and setting payment arrangements.
• Prepare individual tax returns, gather and review required documentation, and assist customers with tax-related questions.

Skills

Sales

Customer service

Collections

Account management

High-volume calls

Education

High school diploma

Job description

World Finance in Hopkinsville, KY is seeking a Financial Services Representative to drive loan sales, manage past-due accounts, and prepare tax returns. You will engage customers through daily outbound calls and in-person meetings, aiming to close loans and meet performance goals.

The role offers performance-based earnings and growth opportunities within a promote-from-within culture, with comprehensive benefits and a strong community focus.