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Financial Services Representative

World Finance
Claremore, OK Full Time
POSTED ON 9/25/2026
AVAILABLE BEFORE 11/23/2026
Compensation   $15–$19 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, 0 00 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

Salary : $15,000 - $19,000

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