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Outbound Financial Service Representative information

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How much do outbound financial service representative jobs pay per hour?

As of Sep 10, 2026, the average hourly pay for outbound financial service representative in the United States is $18.32, according to ZipRecruiter salary data. Most workers in this role earn between $14.42 and $19.23 per hour, depending on experience, location, and employer.

What is an outbound financial service representative?

Outbound Financial Service Representatives are professionals who contact customers or clients, typically by phone or email, to offer financial products or services, provide account information, or follow up on previous inquiries. Their primary focus is on reaching out rather than waiting for inbound calls. They often work in banking, insurance, or investment firms and are responsible for meeting sales targets, addressing customer needs, and ensuring compliance with industry regulations. Strong communication and sales skills are essential for success in this role.

What are the key skills and qualifications needed to thrive as an outbound financial service representative?

To thrive as an Outbound Financial Service Representative, you need strong sales abilities, knowledge of financial products, and typically a background in finance or customer service. Familiarity with CRM software, call center systems, and sometimes certifications like Series 6 or 63 are commonly required. Exceptional communication, active listening, and persistence are key soft skills that help build client trust and overcome objections. These skills are crucial for effectively engaging potential clients, meeting sales targets, and ensuring compliance in a regulated financial environment.

What are some common challenges faced by outbound financial service representatives, and how can they be effectively managed?

Outbound Financial Service Representatives often face challenges such as handling customer objections, meeting sales targets, and maintaining compliance with financial regulations. Effective communication skills and resilience are key to addressing client concerns and building trust over the phone. Regular training, support from team leaders, and access to up-to-date product knowledge can help representatives overcome these challenges while ensuring a positive customer experience and achieving their performance goals.

What is the difference between Outbound Financial Service Representative vs Customer Service Representative in the financial industry?

AspectOutbound Financial Service RepresentativeCustomer Service Representative
Primary RoleProactively contacts clients to promote financial products and servicesAssists clients with inquiries, account issues, and general support
Required CredentialsFinancial certifications or licenses often preferredMinimal certifications typically required
Work EnvironmentOutbound calls, telecommunication-basedInbound calls, customer support centers
Employer UsageFinancial institutions, banks, investment firmsBanks, credit unions, financial service providers

While both roles involve client interaction within the financial industry, Outbound Financial Service Representatives focus on proactive outreach to promote products, whereas Customer Service Representatives handle inbound inquiries and support. Understanding these differences helps job seekers identify the right position based on their skills and career goals.

Are outbound financial service representatives in demand?

Outbound financial service representatives are in steady demand as financial institutions seek skilled professionals to engage clients, promote products, and provide support. The role often requires strong communication skills and knowledge of financial products, with employment opportunities available in banking, insurance, and investment firms. Demand may vary by region and economic conditions but generally remains stable due to ongoing need for customer outreach and service in the financial sector.

What cities are hiring for Outbound Financial Service Representative jobs?

Cities with the most Outbound Financial Service Representative job openings:

What states have the most Outbound Financial Service Representative jobs?

States with the most job openings for Outbound Financial Service Representative jobs include:

What are popular job titles related to Outbound Financial Service Representative jobs?

For Outbound Financial Service Representative jobs, the most frequently searched job titles are:

Infographic showing various Outbound Financial Service Representative job openings in the United States as of September 2026, with employment types broken down into 1% As Needed, 76% Full Time, 20% Part Time, and 3% Contract. Highlights an 92% Physical, 1% Hybrid, and 7% Remote job distribution, with an average salary of $38,096 per year, or $18.3 per hour.

Financial Service Representative

Slidell, LA • On-site

Attain Finance
See more jobs at Attain Financeexternal

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 23 days ago

Job description

If you're seeking more than just a job, join Heights Finance and kickstart your career!

Are you ready to make a difference in the world of consumer finance? At Heights Finance, a proud member of the Attain Finance family, we bring over 50 years of expertise in providing credit solutions across the U.S. and Canada. Our deep roots in the financial industry have empowered us to develop convenient, easily accessible financial services that meet our customers' growing needs.

Join a leading consumer credit lender that thrives on innovation and collaboration, where your contributions are truly valued. As part of Attain Finance, our portfolio includes distinguished brands like Cash Money®, LendDirect®, Heights Finance. Each brand is constantly evolving to better serve our customers.

Be part of a dynamic team that is shaping the future of consumer finance. Apply today!

Stories of Success

"I joined Heights Finance in 2010 as a CSR, with no prior experience in finance. Little did I know that this role would pave the way for a fulfilling career! Heights Finance genuinely values its team members and takes pride in promoting from within.  Today, I am proud to serve as a District Manager, a position I moved into in 2021 – Also, a testament to the growth opportunities the company provides. The company offers excellent benefits, a set schedule that promotes work-life balance, and supportive leadership that ensures every team member feels valued. The company, also fosters an open culture, encouraging team members to share their ideas and suggestions. I truly love working here and am grateful for the incredible opportunities Heights Finance has provided."

~ Ashley S., District Manager - Alabama

"Since joining Heights Finance as a Branch Manager in 2013, I have enjoyed the benefit of internal transitions and promotions on multiple occasions.   Transitioning from my original branch to a larger branch in a different demographic, to a middle-sized branch in a combination of demographics, assisted me with being prepared to take the next step in my career.   As a result, of these experiences, I was qualified for a District Manager position in 2021. In 2024, I made a career change and with the support of my VPO, I was able to move into an Operations Trainer. During each transition, my supervisors worked to ensure I had the training, tools, and support needed to be successful and the level of camaraderie amongst my peers was unparalleled."

~ Jessica W., Operations Trainer - United States


As a Financial Service Representative, you’ll be at the heart of our customer experience—delivering exceptional service, building lasting relationships, and helping individuals secure the financial solutions they need. This is more than just a job—it’s a chance to grow your career, make a difference, and be rewarded for your success.

If you're a motivated, customer-focused professional with a passion for helping others and a drive to succeed, we want to hear from you. Join our team and let’s achieve success together!

  • Deliver Exceptional Service: Provide outstanding support to both new and existing customers, guiding them through the loan process with care and professionalism.
  • Drive Sales Growth: Use consultative sales techniques to educate customers on financial products and services, identifying opportunities to upsell and cross-sell.
  • Engage Customers: Manage inbound calls with confidence and make proactive outbound calls to attract new business and promote our offerings.
  • Support Delinquency Management: Collaborate with customers on past-due accounts, offering solutions and working toward resolution.
  • Learn and Grow: Participate in a hands-on training program with one-on-one mentoring to build your skills and confidence.
  • Ensure Compliance: Follow all regulatory guidelines and company policies to protect customer information and company assets.

This is your opportunity to build a rewarding career with a company that values your contributions and supports your growth.


We’re looking for individuals who are passionate about customer service, eager to learn, and ready to grow in a fast-paced, team-oriented environment.

  • Customer Focus: A genuine desire to help others and provide top-tier service in every interaction.
  • Sales Mindset: Confidence in promoting products and services that meet customer needs.
  • Strong Communication: Excellent verbal and written communication skills, with the ability to build rapport quickly.
  • Problem-Solving Skills: Ability to think on your feet and offer creative solutions to customer challenges.
  • Adaptability: Willingness to learn new systems and processes in a dynamic environment.
  • Team Player: A collaborative spirit with a desire to contribute to team success.
  • Educational Background: High School diploma or equivalent required; college coursework or degree is a plus.
  • Industry Experience: Experience in customer service, sales, or consumer finance is preferred but not required—we’ll train the right candidate!

Work Location: 345 Gause Blvd West, Ste 9, Slidell, LA 70460

Hours: Full Time - Monday through Friday, 8:30am to 5:30pm with evenings and weekends based on business needs/peak seasons 

Hourly: $15.75 - $22.25

The base hourly range represents the low and high end of the anticipated hourly range for this position based on the state average.  The actual base hourly offered for this full-time position will be determined by various factors, including but not limited to, location, skills, knowledge, competencies, and experience. 

All full-time employees are eligible for benefits, starting day one: Paid Time Off, Medical, Dental, Vision and other voluntary coverages. You will also be eligible to participate in the company’s 401(K) program with company match, 30 days post hire, starting on the 1st of the month. 

Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Diversity and Inclusion Council, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program.

This employer participates in E-Verify for US-based hires. 

#LI-Onsite 

#HeightsFinance

#HFCLP

Key Words: Customer Service, Loans, Financial Services, Lending, Retail, Office, Bank Teller, Sales, Collections


Attain Finance Supports Equal Employment Opportunity. CURO (dba Cash Money®, LendDirect®, and Heights Finance) is committed to a policy of providing equal employment opportunity to all qualified employees and applicants. This commitment is reflected in all aspects of our daily operations. We do not discriminate on the basis of race, color, sex, religion, national origin, marital status, age, disability, veteran status, or genetic information in any personnel practice, including recruitment, hiring, training, compensation, promotion, and discipline. Additionally, we do not discriminate based on any other characteristic protected by applicable state/provincial or local law where a particular employee works. In addition, it is the policy of Attain Finance to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by federal law and any state/provincial law where a particular employee works.

Notice to Attain Finance job applicants: Attain Finance will never ask for your personal banking information, transfer of funds, a credit card, or for you to purchase any equipment to process a job application or for training. Authorized Attain Finance representatives' email addresses will end in @attainfinance.com,  @curo.com, @first-heritage.com, @heightsfinance.com, and @cashmoney.ca. 

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