Part-Time Financial Assistance Representative in New York, NY

Join Sailing as a Financial Assistance Representative in New York, NY! This part-time role offers a unique opportunity to help clients navigate financial assistance programs and access essential resources. Sailing is a respected leader in the finance industry, committed to customer satisfaction and community impact. Work in a supportive, friendly environment where your efforts make a real difference. Key Responsibilities Respond promptly to client inquiries about financial assistance programs via phone and email. Assist customers in completing applications and gathering necessary documentation to verify eligibility. Provide clear, detailed information on various financial assistance options tailored to client needs. Utilize effective sales techniques to promote suitable financial products. Maintain accurate records of client interactions and follow-up tasks using internal management systems. Collaborate with team members to improve processes and enhance customer support. Monitor client progress and follow up on pending applications to ensure timely assistance. Required and Preferred Qualifications High School Diploma or equivalent is required. Strong verbal and written communication skills with the ability to simplify complex information. Excellent time management skills to handle multiple client cases efficiently. Previous customer service experience preferred, especially in finance or sales environments. Proficiency in relevant software tools and customer relationship management (CRM) systems. 1-2 years of experience in customer service or related fields is a plus. Why Join Us? Our Financial Assistance Representatives work in a collaborative, close-knit team that values your contributions. This role is ideal for individuals passionate about helping others and eager to grow their career in the financial services sector.