Financial Services Representative
$16 - $17 per hourWorld Finance
Job Opportunity At World Finance
Compensation $16-$17 per hour, based on experience and location, plus performance-based bonus opportunities. Total earnings increase with strong individual and branch performance. The role will run through April 2026 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 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
World Finance$15 - $18 per hour
...Financial Services Representative 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 payTemporary workWork at officeLocal areaShift work- ..., follow-up, collections, and/or denials resolution to improve financial outcomes. Ensures accuracy of charge, claim, and payment data through... ...age, physical or mental disability, veteran status, uniformed service, political belief, sex, sexual orientation, gender identity,...SuggestedContract workPart timeWork experience placementReliefInternship
- ...Financial Representative – Western & Southern Life Do you have a desire to be part of a team of talented people who are driven by new challenges... ...candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced...SuggestedFull time
$30k - $160k
...About The Drum Agency: The Drum Agency is a growth-focused insurance agency committed to helping families secure their financial future while empowering agents to build meaningful, lucrative careers . Through innovative technology, proven systems, and a supportive...SuggestedFull timePart timeFor contractors- ...investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and... ...business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making...SuggestedFull timeTemporary workPart timeWork experience placementWork at office
- ...Financial RepresentativeThe purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security... ...for the purpose of sales, conservation, and service.Adequately prepares for and conducts all...Work at officeLocal area
$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 hours- ...Regional Recruiter @ Modern Woodmen of America Launch your financial services career with an organization that positively impacts... ...in the communities we serve. About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals...Local area
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...financial strength and access to the best products and services for our clients. Our Financial Representatives and...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$15 per hour
...Customer Service Representative Check Into Cash, Lexington, KY 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- ...and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of...Full timeTemporary workPart timeWork experience placementWork at office
$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...Full timeInternshipLocal areaFlexible hours- ...impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships... ..., offering clear recommendations and guidance Product and Service Consultation: Discuss financial products and services tailored...Work experience placementWork at officeLocal areaFlexible hours
$30k - $40k
...successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you an ideal fit. You... ...located in Lexington, KY and help customers with their insurance and financial services needs, including: Auto insurance Home...For contractors- ...professional to join their winning team for the role of Customer Service Representative - State Farm Agent Team Member. We seek an energetic... ...looking for our next great team member. This busy insurance and financial services office has a passion to make a difference in the...For contractorsWork at office
- ...We're Hiring! We are a very busy office and are looking for our next great team member. This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are an established, growth-oriented agency...For contractorsWork at office
$20 - $23 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...Temporary work- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life...Work at officeFlexible hoursShift workWeekend workDay shift
- ...Financial Services Consultant What could an extra $1,000-$2,000 each month do for your household? Qualified candidates are wanted for the chance to enter financial services on a part-time basis while working fully remotely. This means that you get all the earning potential...Weekly payPart timeRemote workWork from home
- DescriptionAbout Dean DortonDean Dorton is a leading professional services firm spanning certified public accounting, business advisory,... ...- We stay curious, growth is our mindset. About Accounting & Financial Outsourcing (AFO)Dean Dorton's outsourced accounting team...Full timeWork at officeFlexible hours
$20.54 - $27.78 per hour
...Herzing University is seeking a Customer Service Representative to assist a diverse student population with financial aid inquiries. This role offers onboarding support and opportunities for growth within the university. Ideal candidates will demonstrate excellent customer...Work at officeRemote work- ...risk management. Responsibilities Identify opportunities to improve customers' financial wellbeing and create loyalty while increasing share of wallet. Conduct proactive sales and service activities, including outbound calling, appointment setting, and lobby engagement...Temporary work
- ...Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a... ...duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable...Hourly payFull timeContract workWork experience placementWork at officeShift work
- ...School Diploma or GEDPreferred:Sales, Collections or Customer Service experienceBilingual - SpanishLocation: On site The schedule for... ...volunteer time (3 days per year, prorated based on start date)OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers...Local areaMonday to Friday
$50k - $75k
...about your community and are dedicated to providing excellent service that makes a positive impact on the people around you. You're... ...their dreams. We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life...For contractorsWork at office- ...customers to appropriate staff for new services. The position of Commercial Lender assists... ...assessment and analysis of financial condition and risk of financing requests... ...conditions, rates, vendors and competition. # Represents the Bank in various community, civic, and...Work at office
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at... ...financial advisor, you start as a financial representative focused on client-building and... ...Education Funding Investment & Advisory Services Trust Services Retirement Solutions Business...Full timeContract workFor contractorsWork at office$75k - $100k
...Life Company Paid Retirement Plan Options Generous Employee Purchase Discounts Pay Range: $75,000 - $100,000 Job Summary: The Financial Analyst supports the Sales Finance team by preparing recurring reports, performing entrylevel financial analysis, and assisting...Work at officeLocal areaWorldwideNight shift- ...: Posting Details Job Title Grants Financial Administrator Assistant Requisition Number RE41788 Working Title Department Name 3A600:Research Financial Services Work Location Lexington, KY Grade Level 44 Salary Range $43,361-69,383/year Type of Position Staff...Full timeMonday to FridayShift work
- We are looking for a Financial Analyst to support healthcare financial operations in Lexington, Kentucky. In this role, you will work closely with finance and operational leaders to evaluate business performance, strengthen planning efforts, and deliver insights that guide...Remote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Services Representative. Be the first to apply!
- estate planning consultant Lexington, KY
- financial consultant Lexington, KY
- finance associate Lexington, KY
- financial associate Lexington, KY
- financial planning administrator Lexington, KY
- financial counselor Lexington, KY
- wealth advisor Lexington, KY
- jde finance consultant Lexington, KY
- financial planning assistant Lexington, KY
- financial planning associate Lexington, KY





