Financial Services Representative

World Finance has been recognized as a Top Workplace USA for six consecutive years and a Newsweek Most Trustworthy Company. Since 1962, we have helped millions of customers meet their financial needs through personal loans, tax services, and credit-building solutions. With over 1,000 branches across 16 states, we are committed to serving the communities where we live and work.

Essential Duties and Responsibilities:

Drive and close loan sales by taking applications, explaining terms, and asking for the business

Conduct substantial daily outbound customer outreach for collections, application follow-up, tax services, and new business generation; thrive in a high-volume, phone-intensive environment

Manage delinquent accounts by securing payments and setting payment arrangements

Contact approved, pending, and former borrowers to drive loan volume and identify opportunities for additional financial products and services

Prepare individual tax returns, gather and review required documentation, and assist customers with tax-related questions in compliance with company policies and applicable regulations

Assist customers in person with loan applications, tax preparation services, payments, account questions, and issue resolution

Process payments, account updates, tax-related documentation, and document all activity in company systems

Maintain accurate and compliant records, including timely credit denial letters and required tax documentation

Handle and balance cash, and complete required bank runs to deliver deposits

Follow company policies, procedures, and regulatory requirements

Complete required training and meet performance expectations for sales, collections, tax preparation, and account management

Basic Requirements:

High school diploma or equivalent

Valid driver’s license, reliable transportation, and current insurance

Must be able to independently perform all required bank runs, including transporting deposits, without relying on non-employees for transportation

Ability to obtain required insurance licensing

Experience & Skills:

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

Preferred Backgrounds:

Experience in banking, retail, restaurants, hospitality, collections, call centers, insurance, healthcare front office, or similar customer-facing roles is preferred.

Physical and Environmental Requirements:

Office based role with standard lighting and noise levels

Regular in-person attendance during scheduled work hours is essential; occasional extended hours or weekend work may be required based on business needs

Combination of stationary work and regular movement throughout the office, including occasional walking, standing, bending, reaching, and similar activities

Occasional light lifting, pushing, or pulling of office materials (generally up to 30 pounds)

Ability to perform computer work, handle documents, and communicate information effectively

Fast paced environment with shifting priorities and deadlines; requires professionalism, adaptability, collaboration, and multitasking

Frequent interaction with customers and coworkers; must communicate clearly and professionally in person, by phone, and electronically

May assist with general office upkeep to maintain a professional environment

Occasional local travel to offsite locations and banks as required for business purposes

It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. The duties listed are the essential functions of this position. Reasonable accommodations may be made unless they create an undue hardship to the Company. Physical and environmental requirements are representative of those needed to successfully perform the job.