Financial Assistance Representative – New York, NY
Published on CazVidat Sailing
Join Sailing as a part-time Financial Assistance Representative in New York, NY. Support clients with applications, program information, and follow-up.
Salary
Not provided
Location
New York, New York, United States
Employment type
Part time
Workplace
Not provided
Financial Assistance Representative – New York, NY
New York, New York, United States
Job description
Sailing is hiring a part-time Financial Assistance Representative in New York, NY. Help clients understand available financial assistance programs, complete applications, and access resources in a collaborative, customer-focused environment.
Key Responsibilities
- Respond to client questions about financial assistance programs by phone and email.
- Guide clients through applications and help gather documentation needed to determine eligibility.
- Explain available financial assistance options clearly and accurately.
- Recommend suitable financial products using effective, needs-based sales techniques.
- Record client interactions and follow-up tasks in the company’s management system.
- Work with teammates to improve processes and customer support.
- Track pending applications and follow up to support timely assistance.
Required and Preferred Qualifications
- High school diploma or equivalent required.
- Strong written and verbal communication skills, including the ability to explain complex information simply.
- Effective time management and ability to manage multiple client cases.
- Customer service experience preferred, particularly in finance or sales.
- Comfort using relevant software and customer relationship management systems.
- One to two years of customer service or related experience is a plus.
Job Details
- Employer: Sailing
- Job type: Part-time
- Location: New York, NY, USA
- Work arrangement: On-site; not remote eligible
- Pay: 800 per year
Frequently asked questions
Is this position full-time or part-time?
This is a part-time role based in New York, NY.
What kind of experience do I need to apply?
You should have a high school diploma or equivalent, with 1-2 years of customer service experience preferred, especially in finance or sales.
What will my main responsibilities be?
You will respond to client inquiries, assist with applications, provide information on financial assistance options, promote financial products, and maintain accurate client records.
How much does this job pay?
The salary is USD 800 per year.
Will I be working on-site or remotely?
This position is not remote; you will work on-site in New York, NY.