Financial Services Representative Jobs in South Carolina
Financial services representative jobs in South Carolina concentrate in banking, insurance, wealth management, and credit services, with consistent demand at every level from entry-level tellers moving into advisory roles to licensed financial planners. Columbia, Charlotte-adjacent markets like Rock Hill, and Charleston are the primary hiring hubs, where institutions such as BB&T (now Truist), TIAA, and Wells Fargo maintain lasting operations. The most in-demand specialties are retirement planning, insurance product sales, and personal banking advisory. Scan the live roles below and apply to whichever ones fit.
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Showing 5 of 17+ Financial Services Representative jobs
Compensation
$15–$18 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 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
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.
Compensation
$15–$18 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 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
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.
See All 17 Financial Services Representative Jobs in South Carolina
Find roles in South Carolina that match your experience and apply in just a few clicks.
Find JobsFinancial Services Representative Jobs by City in South Carolina
Where South Carolina roles are concentrated, by current openings.
Financial Services Representative Job Market in South Carolina
A snapshot from current South Carolina openings, updated as new roles post.
Who's Hiring
What South Carolina Employers Look For
The qualifications that appear most often in financial services representative jobs across South Carolina.
- Active FINRA Series 6 or Series 7 license required or must obtain within 90 days
- South Carolina Department of Insurance producer license for life and health lines preferred
- Bachelor's degree in finance, business, economics, or a related field
- Demonstrated experience with client relationship management or account servicing
- Proficiency with CRM platforms and financial services software such as Salesforce or Fiserv
- Strong written and verbal communication skills for presenting financial products to clients
Financial Services Representative Jobs in South Carolina: Frequently Asked Questions
How do you become a financial services representative in South Carolina?
Most financial services representative roles in South Carolina require passing FINRA licensing exams, typically the Series 6 or Series 7, before or shortly after hire. If the role involves selling insurance products, you must also hold a South Carolina Department of Insurance producer license, obtained through the Pearson VUE testing system. Most employers prefer a bachelor's degree in finance or business, though some entry-level banking roles are open to candidates with relevant experience in lieu of a degree.
Which companies hire financial services representatives in South Carolina?
South Carolina financial services representative roles are posted by World Finance, State Farm, and HCH and others right now, based on current listings on Migrate Mate as of September 2026. South Carolina's strong presence of regional banks, national insurance carriers, and credit unions means openings are distributed statewide rather than concentrated at a single large employer.
Which South Carolina cities have the most financial services representative jobs?
Charleston, Spartanburg, and North Charleston consistently post the most financial services representative openings in South Carolina. Columbia leads because it is the state capital and home to major bank branches, insurance company offices, and state employee financial services programs, while Charleston's growing professional services sector and Greenville's expanding corporate base drive demand in those markets.
Are there remote financial services representative jobs in South Carolina?
Yes, but they're less common than in purely analytical roles because much of the work involves in-person client meetings, branch presence, or relationship building. About 0% of financial services representative openings tied to South Carolina are remote or hybrid as of September 2026, reflecting selective flexibility. The tasks most often done remotely are phone-based financial consultations, virtual onboarding, and account review calls rather than in-branch advising.
How can I get hired as a financial services representative in South Carolina with little or no experience?
The most realistic entry path is applying to personal banker or customer service representative roles at South Carolina branches of Truist, Wells Fargo, or regional credit unions, where on-the-job FINRA licensing sponsorship is common. Insurance carriers such as State Farm and Allstate agents in South Carolina also hire unlicensed candidates and cover producer license exam costs. Completing a South Carolina-accredited business or finance associate degree strengthens applications, and any customer-facing sales or cash-handling experience accelerates the transition.
Where can I find and apply to financial services representative jobs in South Carolina?
You can find and apply to financial services representative jobs in South Carolina on Migrate Mate, which lists current South Carolina openings across banking, insurance, wealth management, and credit services. Search the available roles, identify the ones that match your credentials and preferred location within South Carolina, and apply directly to each listing that fits.
See All 17 Financial Services Representative Jobs in South Carolina
Find roles in South Carolina that match your experience and apply in just a few clicks.
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