Guidant Financial Group - Warner Robins, GA
posted about 2 months ago
Guidant Financial is seeking a dedicated ROBS Onboarding Specialist I to join our remote team. This position is designed for individuals who are passionate about helping entrepreneurs realize their dreams of starting their own businesses. As a ROBS expert, you will play a crucial role in guiding clients through the complex processes involved in launching their small businesses, including understanding business regulations, 401(k) plan adoption agreements, and rollover processes. Our mission is to empower entrepreneurs by providing innovative funding solutions and leveraging the latest technology to support their growth. We have successfully facilitated over $5 billion in funding, helping to launch more than 20,000 businesses and creating nearly 100,000 jobs in the economy. We believe in fostering an environment where our employees feel as empowered as our clients, enabling them to make a significant impact on both their careers and the lives of the entrepreneurs we serve. In this role, you will be responsible for directly guiding clients through all steps of the rollover process, from entity formation to funding. Building rapport with clients through phone and email communication is essential, as is collaborating with third-party vendors to ensure timely filing of necessary state and federal documents related to Corporate and 401(k) Plan EINs. You will also be tasked with generating legal documents with precision, preparing final Corporation and Plan documents, and providing updates to the Sales team regarding client processes. Additionally, you will assist clients with setting up their bank accounts and explaining the various products and services offered by our company. At Guidant Financial, we value adaptability, connection, and excellence. We are looking for individuals who thrive in a dynamic environment and are eager to contribute to our mission of supporting small business success. If you are excited about the opportunity to make a difference in the lives of entrepreneurs and possess the skills necessary to excel in this role, we encourage you to apply.