Financial Services Representative
$15 - $18 per hourWorld Finance
The Financial Services Representative (FSR) is responsible for driving loan sales, managing past-due accounts, preparing tax returns, and working directly with customers to meet financial needs. This role requires daily outbound calling, including high-volume collection activity, meeting with customers in person, and closing loans. The FSR is accountable for keeping accounts current while consistently generating new business. Success in this role requires the ability to manage a fast-paced workload, handle challenging conversations, and meet performance goals across sales, collections, tax services, and branch operations, with opportunities for performance-based earnings and advancement. Compensation $15–$18 per hour, based on experience and location, plus performance-based bonus opportunities. Total earnings increase with strong individual and branch performance. Why Join World: Strong growth opportunities – Many of our leaders, including executives, started in this role Promote-from-within culture – A large percentage of team members advance into leadership roles Performance-based earnings – Bonus opportunities tied to branch results Comprehensive benefits for all stages of life – Including major medical, dental, vision, life insurance, long-term disability, and free mental health support Retirement and time off – 401(k) with company match, paid holidays, and vacation time Community focus – Paid volunteer time and a strong commitment to giving back Work-life balance – Predictableschedules with a focus on time outside of work About World Finance: 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 managementwith measurable results Proven ability to handlehigh-volume calls and difficult customer conversations Track record of meeting or exceedinggoals in a fast-paced environment Strong communication, problem-solving, and organizational skills Basic computer skillswithaccurateand consistentdata entry Preferred Backgrounds: Experience in banking, retail, restaurants, hospitality, collections, call centers, insurance, healthcare front office, or similar customer-facing roles ispreferred. Physical and Environmental Requirements: Officebased 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 Fastpaced 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 tooffsitelocationsand banksas 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. #J-18808-Ljbffr World Finance
$48k - $80k
...in the office with clients as part of our work environment. Financial Advisor - Meaningful Career, Not Just a Job! Join a passionate... ...Job Requirements 6, 63, and 65 Licenses 2+ years of financial services experience Proven relationship-building and advisory skills...SuggestedBase plus commissionFor contractorsH1bWork at officeImmediate start$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...SuggestedFull timeInternshipLocal areaFlexible hours- Our client is seeking 8-10 Financial Counselors to join its team across six major hubs with... ...burden associated with healthcare services. This is a patient-focused financial counseling... ...State, County, and other payer program representatives when additional information, patient...SuggestedContract workTemporary workWork at officeFlexible hours
$22 - $24 per hour
...community banks in Indiana and Illinois, offering a full range of financial services—from personal and business banking to agricultural lending... ...Additional Benefits Paid time to volunteer (when representing FFBT and supervisor approved) Voluntary Donated PTO Program...SuggestedTemporary workWork at officeLocal area$27.22 - $33.26 per hour
...customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and... ...educating clients on available deposit and loan products and services, and recommending financial solutions based on each customer's...SuggestedTemporary workLocal area$15 per hour
Your Opportunity Customer Service Representative CheckSmart Elkhart, IN As a Customer Service Representative (CSR), you’ll help people in your community access the financial solutions they need—right when they need it the most. You’ll play a pivotal role in our high-performance...Hourly payFull timeTemporary workCasual workWork at officeLocal area$100k - $145k
...Responsibilities Serve as the first point of contact for a number of the team’s clients. Drive clients’ financial planning strategies and portfolio management with a comprehensive approach inclusive of investments, cash flow, tax, estates, risk management and benefit plans...Temporary work- ...Relationship Banker you will live out our Mission to improve the financial lives of our neighbors and their businesses. You understand the... ...the role each employees plays in delivering on our Customer Service Promise every day. Through your involvement in day-to-day operations...Live outWork at office
$17.93 - $29.89 per hour
Location: Hematology Oncology of Indiana Pay Range:$17.93 - $29.89 A Financial Counselor acts as a liaison between patients and the practice,... ...and confirm active insurance coverage. Generate estimates of service, communicate insurance benefits and patient fiscal...Remote workMonday to FridayShift work- Description WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will... ...part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven...
- ...credit analysis function of which the following are illustrative: Receives data on prospective and active borrowing accounts, i.e., financial statements, agency reports, and interview and investigation sheets. Spreads financial statements to facilitate analysis and...
$45k - $85k
...identify customer needs, and market appropriate products and services. Maintain a strong work ethic with a commitment to success each... ...- written, verbal, and listening Enthusiasm for insurance and financial products in helping people manage risks and achieve their dreams...Full timeFor contractors$50k - $100k
...Language is preferred.Delivers exceptional service to BMO customers and prospects.... ...provides advice and guidance regarding financial solutions that are in the best interests... ...- $100,000.00Pay Type:SalariedThe above represents BMO Financial Group’s pay range and type...Contract workPart timeLocal areaImmediate startDay shift- ...customers. Employees in this position will display effective communication skills and exhibit a good knowledge of the products and services offered. Also responsible for offering referral opportunities that will result in outcomes that define excellent customer service....Contract workTemporary workTraineeshipWork at officeFlexible hours
- Overview: As a Customer Service Specialist , you will be the first friendly person that greets clients and assists them with their banking... ..., and wealth management to build a foundation for a career in financial services. What You’ll Do: Day in the Life - Every day you...Local area
- ...partnering with a respected, community-oriented financial institution to identify a Commercial... ...experienced credit, underwriting, and servicing teams. Primary Responsibilities... ...ensure a seamless customer experience. Represent the bank within the community and maintain...
- ...commercial real estate, reviewing and analyzing financial and industry data, borrower performance... ...of loan presentation and productivity. Represent the Bank to both internal and external... ...of existing facilities, detailing debt service coverage, collateral coverage, payment...Work experience placementWork at officeLocal areaNight shift
$15 - $30.53 per hour
...Daily interactions include bank personnel, attorneys, insurance agents, appraisers, abstractors, state and local regulators, other financial institutions, tax collectors and occasional contact with borrowers. Ensures documentation is within the application for the...For contractorsWork at officeLocal area$15 - $30.53 per hour
Location: 355 North Fifth Street Indiana, PA 15701 Hours: Monday - Friday: 8:00AM - 5:00PM (Additional hours as necessary to meet the objectives of the department) Function: Responsible for ensuring accuracy, Compliance of requests and the timely ordering and review of ...For contractorsWork at officeMonday to Friday- ...business and commercial real estate, reviewing and analyzing financial and industry data, borrower performance and management capabilities... ..., quality of loan presentation and productivity. This role represents the Bank to both internal and external customers in a...Local area
- OneMain Financial is seeking a Loan Sales Specialist to join our on-site team. You will engage customers through phone, in-branch visits, and digital channels, presenting tailored financing solutions and guiding them through the loan process. The role emphasizes empathy...
- ...you achieve your career goals, just like we help thousands of clients reach their financial goals. Peoples Bank is one of the largest 150 banks in the United States with 130 full-service bank branches in Ohio, West Virginia, Kentucky, Virginia, Washington D.C. and Maryland...Full timeWork experience placementLocal areaNight shift
$50k - $55k
...strong communities. As a leader in the human services sector for 140 years, we aim to advance... ...drive projects that benefit the greater financial health of the organization, including... ...compensation. The salary range provided represents our current estimate for this role at...Hourly payFull timeWork at officeRemote workHome office- ...and delivering extraordinary customer service while maintaining a strong commitment to... ...technology, you will be front and center representing our brand and interacting with our... ...best investment solutions to meet their financial needs. As a Private Client Advisor in Chase...
$70k - $150k
Overview M & K Financial, is hiring driven individuals ready to start their journey in the life insurance and financial services industry. We’re looking for motivated Sales Representatives who are eager to learn, grow, and succeed—with full training, flexible hours,...Full timeRemote workFlexible hours- ...Senior Financial AnalystPrecision Edge Surgical Products Company LLC is part of the global industrial organization Marmon Holdings—backed... ...lead the annual budgeting process, including revenue, expense, service fee, and staffing forecasts.Analyze financial performance and...
- OBJECTIVE AND MAIN TASKS OF THE FUNCTION Fixed Assets accounting (new assets entry, asset disposal, depreciation posting) Project Accounting Cash Forecast and cash management Budgeting and forecasting TASKS Fixed Assets accounting (new assets entry, asset disposal, depreciation...ApprenticeshipSecond job
- Gazetteprinters is looking for a Printing Estimator / Customer Service Representative to join our team. We're looking for someone who is organized, good with numbers, comfortable working with customers, and able to manage multiple projects and deadlines. Printing...Full timeContract workWork at officeLocal areaMonday to Friday
$40k - $60k
Account Representative - State Farm Agent Team Member Full Time in Auburn, IN Position Overview Are you outgoing and customer-focused... ...! State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer relationships...Full timeFor contractorsFlexible hours- ...Job Title Responsible for performing a variety of duties to support the retail services function (ie: internet, telephone, debit card, etc); coordinating work within the department, as well as with other departments; reporting pertinent information to the immediate...Part timeBank staffImmediate startRemote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Services Representative. Be the first to apply!
- associate corporate finance Indiana, PA
- financial planning assistant Indiana, PA
- jde finance consultant Indiana, PA
- financial counselor Indiana, PA
- financial planning administrator Indiana, PA
- financial planner Indiana, PA
- financial advisor associate Indiana, PA
- finance associate Indiana, PA
- financial planning associate Indiana, PA
- wealth advisor Indiana, PA



