Guidant Financial Group - Lansing, MI
posted about 2 months ago
As a ROBS Onboarding Specialist I at Guidant Financial, you will play a crucial role in helping entrepreneurs across the United States realize their dreams of starting their own businesses. This fully remote position allows you to work from home while contributing to a company that has successfully funded over 20,000 businesses and created nearly 100,000 jobs. Your primary responsibility will be to guide clients through the rollover process, ensuring they understand business regulations, 401(k) plan adoption agreements, and the necessary steps to launch their small business. You will be part of a team that values adaptability, connection, and excellence, and you will have the opportunity to make a significant impact on both clients and your own career. In this role, you will directly interact with clients, building rapport through phone and email communication. You will assist them in navigating the complexities of business formation and funding, working closely with third-party vendors to ensure timely filing of state and federal documents. Your attention to detail will be essential as you generate legal documents and prepare final Corporation and Plan documents. Collaboration with the Sales team will also be a key aspect of your job, as you provide updates on client processes and help clients set up their bank accounts. Additionally, you will contribute to department projects and perform other duties as required, all while maintaining a focus on delivering outstanding customer service. Guidant Financial is committed to fostering an inclusive workplace where every employee feels empowered to speak up and contribute. As a ROBS Onboarding Specialist, you will be expected to navigate tough financial conversations with a positive attitude, demonstrating a proactive approach to problem-solving and a competitive spirit in managing multiple accounts. This position requires a self-directed worker who thrives in an autonomous environment and is passionate about helping others succeed.