Financial Assistance Representative

Join Sailing, a leading finance company dedicated to empowering individuals through accessible financial solutions. We are currently seeking a motivated Financial Assistance Representative to join our team in New York, NY. This part-time, on-site role offers an excellent opportunity to contribute directly to community financial well-being while advancing your career in a supportive environment. At Sailing, you’ll benefit from a collaborative culture, ongoing professional development, and a chance to make a real difference helping clients navigate complex financial assistance programs. Key Responsibilities Respond promptly and professionally to client inquiries about financial assistance programs via phone and email, ensuring clear and accurate communication. Assist clients in completing applications and collecting necessary documentation to verify eligibility, improving approval rates and client satisfaction. Provide detailed explanations of various financial assistance options, tailoring information to meet individual client needs. Utilize effective sales techniques to promote financial products that align with clients’ goals and eligibility criteria. Maintain precise and up-to-date records of client interactions and follow-up activities using our internal management system, supporting seamless case tracking. Collaborate with team members to refine processes and enhance overall customer support efficiency. Monitor client progress and proactively follow up on pending applications to ensure timely access to financial resources. What We're Looking For Required: High School Diploma or equivalent is mandatory. Strong verbal and written communication skills with the ability to simplify complex financial information. Excellent time management skills to juggle multiple client cases effectively. Proficiency in customer relationship management (CRM) software and relevant office tools. Preferred: 1-2 years of customer service experience, preferably in finance or sales environments. Demonstrated ability to work collaboratively in a team-oriented setting. Experience with financial assistance programs or related financial products is a plus. What We Offer Competitive salary of $800 per year for part-time work, with potential for growth. Health insurance coverage to support your well-being. Paid time off to maintain work-life balance. Retirement plan options to secure your future. Opportunities for career development and advancement within a growing company. A friendly, supportive on-site work environment in vibrant New York City. Frequently Asked Questions Is this position remote? No, this role requires on-site presence in New York, NY. What are the working hours? This is a part-time position with flexible scheduling options to accommodate your availability. Do I need prior financial experience? While preferred, prior experience in finance or sales is not mandatory. Strong communication skills and a willingness to learn are essential. What software tools will I use? You will use customer relationship management (CRM) systems and standard office software to manage client data and communications. Is there room for career growth? Yes, Sailing supports professional development and offers advancement opportunities within the company. How do I apply? Submit your application through our online portal. Early applications are encouraged as positions fill quickly. Explore related opportunities such as Assistant Human Resource roles in New York City or Virtual Assistant positions at Lake Wood Advisors, LLC to broaden your career options. Ready to make a meaningful impact and grow your career? Apply today to join Sailing as a Financial Assistance Representative in New York!