Role OverviewThe Financial Services Representative 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, meeting with customers in person, and closing loans.
What You Will Do
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.
Why It Might Be a Fit
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.
Requirements
- High school diploma or equivalent
- Valid driver's license, reliable transportation, and current insurance
- Ability to obtain required insurance licensing
- 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
Benefits
- 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
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