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Financial Services Representative Jobs in Tennessee

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$11

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$39

How much do financial services representative jobs pay per hour?

As of Sep 6, 2026, the average hourly pay for financial services representative in Tennessee is $22.90, according to ZipRecruiter salary data. Most workers in this role earn between $16.35 and $26.20 per hour, depending on experience, location, and employer.

What is a financial services representative?

As a financial services representative (FSR), you work as a sales agent for an investment bank, insurance company, or another financial institution. Your job duties include guiding clients through your organization’s basic services and offerings, determining which might be right for them. You discuss their financial goals and develop a plan to reach them with their preferred amount of risk tolerance. A career as an FSR requires a bachelor’s degree in business or marketing. Sometimes special licensing is required, especially when selling regulated products like insurance. Additional voluntary certifications and experience gained in internships or elsewhere in the financial industry can make you a more competitive candidate when applying to positions. Since you will be interacting with clients, strong interpersonal skills will also help throughout your career.

What are the key skills and qualifications needed to thrive as a financial services representative, and why are they important?

To thrive as a Financial Services Representative, you need strong knowledge of financial products, customer service expertise, and typically a bachelor's degree in finance or a related field. Familiarity with CRM software, financial planning tools, and relevant licenses such as FINRA Series 6 or 7 are often required. Excellent communication, problem-solving abilities, and a client-focused attitude help build trust and lasting client relationships. These skills ensure representatives can effectively advise clients, comply with regulations, and grow business in a competitive industry.

What are some common challenges financial services representatives face when managing client expectations?

Financial Services Representatives often encounter challenges in balancing client expectations with realistic financial outcomes, especially during market fluctuations or when clients have ambitious goals. Clear communication and regular updates are essential to help clients understand investment risks and timelines. Building trust and educating clients about financial products can help manage expectations and foster long-term relationships. This role requires patience, adaptability, and strong interpersonal skills to address concerns and provide tailored solutions.

What is the difference between Financial Services Representative vs Customer Service Representative?

AspectFinancial Services RepresentativeCustomer Service Representative
Required CredentialsFINRA Series 6/7, possibly CFP or insurance licensesNo specific licenses required
Work EnvironmentFinancial institutions, banks, investment firmsRetail, call centers, service departments
Employer & IndustryFinancial services industry

The Financial Services Representative and Customer Service Representative roles often overlap in client interaction but differ mainly in credentials and industry focus. Financial Services Representatives handle investment and financial products, requiring licenses and industry-specific knowledge, while Customer Service Representatives focus on general customer support without specialized licenses. Both roles are vital in their respective sectors, but the Financial Services Representative typically requires more financial expertise and credentials.

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For Financial Services Representative jobs in Tennessee, the most frequently searched job titles are:

What job categories do people searching Financial Services Representative jobs in Tennessee look for?

The top searched job categories for Financial Services Representative jobs in Tennessee are:

What cities in Tennessee are hiring for Financial Services Representative jobs?

Cities in Tennessee with the most Financial Services Representative job openings:

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For Financial Services Representative jobs in TN, the most frequently searched job titles are:

Financial Services Representative jobs near you
Infographic showing various Financial Services Representative job openings in Tennessee as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $47,634 per year, or $22.9 per hour.

Financial Services Representative

World Acceptance Corporation

Lafayette, TN • On-site

$16 - $20/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 3 days ago

Key responsibilities

  • Drive and close loan sales by taking applications, explaining terms, and asking for the business

  • Conduct daily outbound customer outreach for collections, application follow-up, tax services, and new business generation

  • Assist customers in person with loan applications, tax preparation services, payments, account questions, and issue resolution

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, 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
$16-$20 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

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.

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