Financial Services Representative
World Finance
- Financial Services Representative### Full timeHouston,TexasR18929**Compensation**$16-$17 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** – Predictable schedules 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 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 inbanking, retail, restaurants, hospitality, collections, call centers, insurance, healthcare front office, or similar customer-facing rolesis 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
- J-18808-Ljbffr World Finance
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Services Representative in Houston, TX vacancy
$16 - $17 per hour
...Job Description Job Description 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...SuggestedHourly payWork at officeLocal areaShift workWorld Finance
Houston, TX18 days ago$15 - $16 per hour
...of Newsweek’s Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We’re an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services...SuggestedHourly payFull timeInterim roleWork at officeLocal areaShift workWeekend workAfternoon shiftWorld Finance
Houston, TXa month ago- ...provide immigration sponsorship for this position. The Role Have a passion for helping people? Join our team as a Financial Services Representative where you’ll support Fidelity’s customers while building a great foundation for a career in financial planning and...SuggestedFull time1 day per week
$16 - $17 per hour
...requirements**Basic Requirements:**Ability to obtain required insurance licensing**Experience & Skills:**Experience in sales, customer service, collections, or account management with measurable resultsProven ability to handle high-volume calls and difficult customer...SuggestedHourly payWork at office- ...State Farm Agent, we believe that managing everyday financial risks is more than just a service—it’s about empowering our customers to achieve peace... ...mind and financial confidence. As a Financial Services Representative - State Farm Agent Team Member, you will play a key...SuggestedFull timePart timeFor contractors3 days per week
- ...Benefits: Bonus based on performance Opportunity for advancement Signing bonus ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Lester Quiroa - State Farm Agent, you will successfully market the financial products...Work at officeLocal areaRelocation package
Lester Quiroa - State Farm Agent
Houston, TXa month ago $85k - $180k
...Financial Services Representative State Farm Agent Team Member Chase Lagarde - State Farm Agent is seeking a qualified and empathetic professional for the role of Financial Services Representative State Farm Agent Team Member. As a customer-oriented expert, you will...For contractorsWork at officeWork from homeFlexible hours- ...about helping individuals and families protect what matters most? Our State Farm agency is seeking a customer-focused Financial Services Representative with a strong emphasis on life and health insurance solutions. In this role, you will work closely with customers to...Flexible hours
- Benefits: Bonus based on performance Opportunity for advancement Signing bonus ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Lester Quiroa - State Farm Agent, you will successfully market the financial products that manage...Relocation package
$38k - $47k
As a Customer Service Representative at Community Choice Financial Family of Brands, you will be the first point of contact for customers seeking support with personal loans, retail financing, and insurance products. Working in the Banking, Insurance & Investment industry...$50k - $75k
We are an independent financial planning firm in Bellaire, Texas. The successful candidate will be a highly motivated self-starter who... ...Insurance License ideal 3 years or more experience in financial services Excellent written and oral communication skills Ability to...Full timeWork at office- ...you have found your home with First Horizon Advisors. As a Financial Advisor, you will be responsible for developing client relationships... ...communicate the firm’s value proposition and advice-based service offering to all stakeholders. • Develop client relationships...Full timeWork at office
First Horizon Bank
Houston, TX14 days ago $36k - $75k
...self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our... ...designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips...TraineeshipLocal areaHome office- ...Licensed Financial Services Representative – Remote Roethlisberger Life Group At Roethlisberger Life Group , we believe financial protection should be simple, honest, and centered around what matters most — helping families build security and long-term peace of...For contractorsCurrently hiringRemote workFlexible hours
Roethlisberger Life Group
Bellaire, TX7 days ago - Roethlisberger Life Group is looking for a Licensed Financial Services Representative to join our fully remote team. This role focuses on helping families secure financial solutions tailored to their needs. You'll connect with clients, educate them on various insurance...Remote job
$90k - $100k
...FP&A Analyst Department: Insurance & Financial Services Employment Type: Full Time Location: Texas Compensation: $90,000 - $100,000 / year Description We're seeking an FP&A Analyst to support financial planning, forecasting, and decision-making...Full timeThe Misch Group
Houston, TX4 days ago- ...technical teams. You bring the core capabilities of a Workday Financials / FDM Lead, with a particular focus on R2R, and can confidently... ...have client-facing experience in Healthcare, Financial Services, Insurance, or Retail.You bring prior ERP or SaaS financial application...Full timeContract workWork experience placementLive inWork at officeLocal area
Accenture
Houston, TX3 days ago $91.1k - $179.5k
...change and join us on this transformative journey.Our Retirement & Wealth practice includes dedicated practitioners with deep financial services industry experience where we differentiate, and win based on our understanding of heart of business issues. Our team helps...Local areaDeloitte
Houston, TX1 day ago- ...Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military... ...and licensing program designed for veterans, transitioning service members and military spouses to start and grow a successful...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
First Command
Houston, TX7 days ago - ...unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax... ...achievementFour plus years of private wealth management, financial services, or related professional experience Prior sales, fundraising...
Goldman Sachs
Houston, TX3 days ago $105k - $125k
...09-30Pay Type: Salary Our Story Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations...Permanent employmentWork at officeLocal areaWork from home1 day per weekHightower Advisors
Houston, TX3 days ago$86.66k - $164.3k
...major regions of the U.S. and in many of the world’s leading financial centers - New York, London, San Francisco, Los Angeles, Chicago... ...LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the...Full timeLocal areaImmediate startWorldwideShift workBaker Tilly
Houston, TX1 day ago$148.79k - $230.21k
...unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts.Primary ResponsibilitiesCollaborates... ...partners to provide a broad range of wealth products and services including financial planning, asset management, personal trust...Full timeFlexible hoursRegions Financial
Houston, TX2 days ago$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern... ...unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual
Houston, TX1 day ago- ...Location : City HOUSTON Overview The purpose of the Financial Representative is to meet the needs of middle-income clients by educating... ...clients for the purpose of sales, conservation, and service. Adequately prepares for and conducts all appointments using...Work at officeLocal area
Western & Southern Life
Houston, TX4 days ago - ...Financial Solutions Advisor - South Houston Area Dickinson, Texas;Sugar Land, Texas; Rosenberg, Texas; Galveston, Texas; Baytown, Texas... ...all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
Bank of America
Houston, TX1 day ago $65k - $106k
...Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their financial...Work at officeNew York Life- Sugar Land
Houston, TX1 day ago$65k - $80k
...Position Title: Financial Advisor About: What if your next financial advisor role let you focus on advising and closing instead of... ...confidently close new business Collaborate with internal planning, service, marketing, and operations teams Maintain accurate client...Boutique Recruiting
Houston, TX1 day ago$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...Work at officeWork from homeHome officeFlexible hoursEdward Jones
Houston, TX5 days ago- ...Our firm believes financial planning is about more than investments - it's about helping clients confidently navigate every aspect of their... ...as a trusted resource for an established book of clients. You service an existing client base and will play a key role in ongoing...
TalentLink Solutions
Houston, TX2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Services Representative. Be the first to apply!
Related searches
- associate corporate finance Houston, TX
- senior financial advisor Houston, TX
- financial advisor no experience Houston, TX
- oracle financial functional consultant Houston, TX
- estate planning consultant Houston, TX
- entry level financial advisor Houston, TX
- project finance associate Houston, TX
- financial counselor Houston, TX
- financial advisor associate Houston, TX
- senior wealth advisor Houston, TX