Financial Services Representative Jobs in Indiana
Financial services representative jobs in Indiana are concentrated in banking, insurance, and wealth management, with steady demand from entry-level client associate roles through senior financial advisor positions. Indianapolis anchors the largest share of openings, followed by Fort Wayne and Carmel, where firms like OneAmerica, Anthem, and Regions Bank maintain substantial operations. The most in-demand specializations are retirement planning, life and annuities sales, and personal banking relationship management. See the openings below and apply to the ones that match your experience.
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We’re seeking an Overstaff Financial Services Representative to join our dynamic team and support multiple branches as needed. In this role, you’ll step in where you’re most needed, providing exceptional service, building relationships with customers, and helping them achieve their financial goals. As an Overstaff FSR, you’re a flexible problem-solver, a trusted team player, and the welcoming face of World Finance wherever you go.
The Overstaff Financial Services Representative (FSR) provides critical onsite support to multiple branch locations within an assigned region. This position assists Branch Managers in maintaining smooth operations, delivering exceptional customer service, and ensuring branches meet growth goals. The Overstaff FSR steps in where needed to uphold company standards, provide seamless customer experiences, and strengthen branch performance.
Hourly Pay: $16-$19
What You’ll Do:
- Provide onsite support to multiple branches as assigned, filling in for open or short-staffed positions.
- Guide customers toward upward credit mobility through responsible financial choices.
- Deliver top-tier customer service by assisting with questions, concerns, and available products.
- Process and prepare loan applications, documents, and renewals accurately.
- Take and process customer payments.
- Prepare and execute loan closings on current and renewal loans.
- Balance assigned cash drawer daily and ensure all transactions are accurate.
- Complete daily branch bank deposits and, as needed, transport funds to and from the bank.
- Maintain strong customer relationships and represent the company’s values in every branch supported.
- Collaborate with Branch Managers and team members to meet performance goals.
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Other duties include but are not limited to:
- Calling approved and unmade applications to close loans daily.
- Supporting tax services and helping build tax clientele.
- Sending complete and accurate credit denial letters within 30 days from the date of application.
- Paying branch expenses as instructed by the Branch Manager.
Travel Requirements & Coverage Area:
- Reliable transportation for daily travel to assigned branches and bank deposits.
- Daily travel between branches will be required; specific coverage areas can be discussed with the hiring manager.
- Team members are compensated for authorized travel time in accordance with company policy, including overtime calculations where applicable.
- Mileage reimbursement is provided for business use of personal vehicles, excluding normal commuting.
Experience That Will WOW Us!
- Demonstrated self-confidence, organization, and adaptability.
- A history of kindness, compassion, and helping others succeed.
- A mindset focused on quality, problem-solving, and openness to new ideas.
- Team-oriented approach – willing to pitch in, learn, and lead by example.
- Basic computer proficiency and comfort learning new systems.
- Valid driver’s license and access to a dependable vehicle.
Why World?
- Growth-minded culture: 80% of our Financial Services Representatives are promoted to management.
- Proven career paths: 75% of our Operations Executives began in similar roles.
- Community connection: Paid volunteer hours each year to give back.
- Comprehensive benefits: Health, dental, vision, and life insurance available to full-time team members beginning the 1st of the month following 30 days.
- Work-life balance: Paid holidays, vacation time, and 401(k) with company match.
- Belonging & purpose: Join a team built on respect, collaboration, and genuine care.
- Be home for dinner: Your life outside of work is a priority.
- Make an impact: Help customers build stronger financial futures every day.
Who Is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We champion financial wellness and celebrate the hundreds of thousands of customers achieving better credit each year. Based in Greenville, SC, World serves over one million customers annually through personal loans and tax preparation services. With 1,200+ branches across 16 states, we’re proud to be the financial partner with heart — offering customer-focused service rooted in teamwork, community, and care.
Physical Demands and Working Conditions:
- Frequently stationary with regular movement throughout office environments.
- Occasional climbing, kneeling, bending, twisting, and reaching.
- Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force.
- Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.
- Fast-paced, high-demand environment requiring professionalism and adaptability.
- Frequent travel to branch locations; may include extended hours, evenings, or weekends.
- Standard indoor office settings with typical noise, lighting, and temperature.
- Frequent customer and coworker interaction; must communicate clearly and professionally.
- Regular, reliable attendance and punctuality are essential.
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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Find JobsFinancial Services Representative Jobs by City in Indiana
Where Indiana roles are concentrated, by current openings.
Financial Services Representative Job Market in Indiana
A snapshot from current Indiana openings, updated as new roles post.
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What Indiana Employers Look For
The qualifications that appear most often in financial services representative jobs across Indiana.
- Active FINRA Series 6 or Series 7 license or willingness to obtain within 90 days
- Indiana resident insurance producer license for roles involving life, health, or annuity products
- Bachelor's degree in finance, business, economics, or a closely related field preferred
- One to three years of experience in financial services, retail banking, or insurance sales
- Demonstrated ability to meet or exceed individual sales and client retention targets
- Proficiency with CRM platforms and financial planning or banking software systems
Financial Services Representative Jobs in Indiana: Frequently Asked Questions
How do you become a financial services representative in Indiana?
Most financial services representative roles in Indiana require a combination of education and licensing depending on the products you'll sell. A bachelor's degree in finance, business, or economics is the common baseline. If the role involves securities, you'll need a FINRA Series 6 or Series 7 license, which requires employer sponsorship to sit for the exam. Roles involving insurance products require an Indiana resident producer license issued through the Indiana Department of Insurance after passing the relevant state exam.
Which companies hire financial services representatives in Indiana?
Companies currently hiring financial services representatives in Indiana include World Finance, State Farm, and Charles Schwab, per current listings on Migrate Mate as of November 2026. Indiana's concentration of insurance headquarters and regional bank branches means large employers like OneAmerica and Regions Bank are among the most consistent sources of full-time openings across the state.
Which Indiana cities have the most financial services representative jobs?
Indianapolis, Jeffersonville, and Marion have the highest concentration of financial services representative openings in Indiana. Indianapolis drives the largest share given its density of corporate insurance headquarters, regional bank branches, and wealth management firms, while Fort Wayne and Carmel generate consistent openings through community banks, independent advisory practices, and national firms with suburban Indiana offices.
Are there remote financial services representative jobs in Indiana?
Yes, but they're less common than in purely analytical roles because much of this work involves in-person client relationships and compliance-sensitive conversations. About 100% of financial services representative openings tied to Indiana are remote or hybrid as of November 2026, and those positions tend to concentrate in phone-based financial coaching, inbound customer service, and insurance quoting roles that do not require face-to-face client interaction.
How can I get hired as a financial services representative in Indiana with little or no experience?
The most realistic entry path is a bank teller or personal banker role at an Indiana community bank or regional branch, which provides direct client contact and makes candidates eligible for internal promotion into financial services representative positions. Firms like Regions Bank and First Internet Bank of Indiana run associate development tracks for candidates without prior financial services experience. Obtaining your Indiana insurance producer license before applying gives you a meaningful edge even without a sales background.
Where can I find and apply to financial services representative jobs in Indiana?
You can find and apply to financial services representative jobs in Indiana on Migrate Mate, which lists current Indiana openings across banking, insurance, and wealth management. Search for roles that match your licensing status and experience level and apply directly to the ones that fit.
See All 14 Financial Services Representative Jobs in Indiana
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