How to hire an installment agent

How to hire an installment agent, step by step

Here's a step-by-step installment agent hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write an installment agent job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new installment agent
• Step 8: Go through the hiring process checklist

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1. Identify your hiring needs

   The installment agent hiring process starts by determining what type of worker you actually need. Certain roles might require a full-time employee, whereas part-time workers or contractors can do others.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   An installment agent's background is also an important factor in determining whether they'll be a good fit for the position. For example, installment agents from different industries or fields will have radically different experiences and will bring different viewpoints to the role. You also need to consider the candidate's previous level of experience to make sure they'll be comfortable with the job's level of seniority.

   The following list breaks down different types of installment agents and their corresponding salaries.

   Type of Installment Agent	Description	Hourly rate
   Installment Agent	Bill and account collectors, sometimes called collectors, try to recover payment on overdue bills. They negotiate repayment plans with debtors and help them find solutions to make paying their overdue bills easier.	$4-32
   Accounts Receivable Analyst	An Accounts Receivable Analyst provides accounts receivable support through monitoring all aspects of the collection of outstanding debts owed to a company. They check missing and unresolved payment issues, monitor overdue accounts, and prepare statements for managers.	$15-27
   Accounts Receivable Supervisor	An accounts receivable supervisor is responsible for overseeing the operations and activities related to an organization's accounts receivable. Your duties will vary and typically includes processing invoices and following-up on payments, maintaining cash receipts, and resolving payment issues on time... Show more	$20-37

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Customer Service
   • Windows
   • Troubleshoot
   • Inbound Calls
   • Outbound Calls
   • Linux

   Responsibilities:

   • Answer eligibility and coverage questions from insurance agents pertaining to Medicare advantage plans and prescription drug plans.
   • Book reservations verify availability and reconfirm accommodations.
   • Upgrade, troubleshot, repair, and setup computers in store.
   • Identify & troubleshot in-home network issues, virus/spyware removal, perform PC installations & repairs.
   • Follow and maintain QA guidelines while documenting the customers questions with the appropriate escalations need.
   • Handle supervisor escalations and agent QA monitoring.

3. Make a budget

   Including a salary range in your installment agent job description is one of the best ways to attract top talent. An installment agent can vary based on:

   • Location. For example, installment agents' average salary in mississippi is 55% less than in connecticut.
   • Seniority. Entry-level installment agents 85% less than senior-level installment agents.
   • Certifications. An installment agent with certifications usually earns a higher salary.
   • Company. Working for an established firm or a new start-up company can make a big difference in an installment agent's salary.

   Average installment agent salary

   $12.71hourly

   $26,430 yearly

   ---

   Entry-level installment agent salary

   $10,000 yearly salary

   Updated December 25, 2025

4. Writing an installment agent job description

   An installment agent job description should include a summary of the role, required skills, and a list of responsibilities. It's also good to include a salary range and the first name of the hiring manager. Below, you can find an example of an installment agent job description:

   Installment agent job description example

   The Delivery Experience Agent is responsible for the delivery, installation, repair, and haul away of appliances and televisions. They determine the best way to install major appliances, including measuring and protecting areas in the installation route, deciding if any doors in home need to be detached, and moving fixtures to protect the client's home and purchased products.
   
   At Best Buy, we create work environments where every employee feels like they truly belong and contribute to our shared purpose. We are one of the best companies for our customers and employees because we fully embrace people from all backgrounds and identities. Our customer base is diverse, and we are committed to ensuring that our workforce is reflective of the communities we serve.
   
   We are obsessed with building long term relationships with our customers. Every team member should feel empowered to deliver a world-class and unique experience based on what each customer needs.
   Key Responsibilities
   
   * Drives a positive customer experience by building relationships and providing solutions to their needs.
   
   * Provides a variety of fulfillment duties including the delivery, installation, integration, networking, and repair of consumer electronics devices with a focus on home theater equipment and appliances.
   
   * Provides a seamless client experience by providing advice related to product placement, services, and other content.
   
   * Manages inventory and vehicle maintenance in partnership with other Agents.
   
   * Processes paperwork and payment, provides feedback and training opportunities to store teams, and completes store stock repairs.
   
   * Provides training to new drivers.
   
   Basic Qualifications
   
   * 1 year of customer service experience
   
   * 6 months of experience in one or more of the following: sales, delivery, installation, repair, or military equivalent
   
   * Current, valid driver's license
   
   * Have and maintain a driving record which meets Best Buy safety standards (e.g. minimal number of violations/accidents, etc.)
   
   * Ability to consistently lift up to 350 pounds individually or 700 pounds as a team with the use of support tools such as a harness, dolly, and lift
   
   * Be at least 21 years of age
   
   * Acquire and maintain any state or local licensing, as required, within 90 days of hire
   
   Preferred Qualifications
   
   * Experience in an in-home installation environment
   
   * Experience actively using and learning about technology products

   Copy this example

   

5. Post your job

   To find the right installment agent for your business, consider trying out a few different recruiting strategies:

   • Consider internal talent. One of the most important sources of talent for any company is its existing workforce.
   • Ask for referrals. Reach out to friends, family members, and current employees and ask if they know or have worked with installment agents they would recommend.
   • Recruit at local colleges. Attend job fairs at local colleges to recruit installment agents who meet your education requirements.
   • Social media platforms. LinkedIn, Facebook and Twitter now have more than 3.5 billion users, and you can use social media to reach potential job candidates.

   Post your job online:

   • Post your installment agent job on Zippia to find and recruit installment agent candidates who meet your exact specifications.
   • Use field-specific websites such as efinancialcareers, financialjobsweb.com, careerbank, financial job bank.
   • Post a job on free websites.

6. Interview candidates

   Your first interview with installment agent candidates should focus on their interest in the role and background experience. As the hiring process goes on, you can learn more about how they'd fit into the company culture in later rounds of interviews.

   It's also good to ask about candidates' unique skills and talents. You can move on to the technical interview if a candidate is good enough for the next step.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new installment agent

   Once you have selected a candidate for the installment agent position, it is time to create an offer letter. In addition to salary, the offer letter should include details about benefits and perks that are available to the employee. Ensuring your offer is competitive is vital, as qualified candidates may be considering other job opportunities. The candidate may wish to negotiate the terms of the offer, and it is important to be open to discussion and reach a mutually beneficial agreement. After the offer has been accepted, it is a good idea to formalize the agreement with a contract.

   It's equally important to follow up with applicants who don't get the job with an email letting them know that the position has been filled.

   Once that's done, you can draft an onboarding schedule for the new installment agent. Human Resources should complete Employee Action Forms and ensure that onboarding paperwork is completed, including I-9s, benefits enrollment, federal and state tax forms, etc. They should also ensure that new employee files are created for internal recordkeeping.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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