Guidant Financial Group - Overland Park, KS
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 being part of a growing and stable company that has already facilitated over $5 billion in funding, helping to launch more than 20,000 businesses and creating nearly 100,000 jobs in the economy. 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 rollover processes. In this role, you will directly interact with clients, providing them with the support they need from entity formation to funding. Building rapport with clients through phone and email communication will be essential, as you will work closely with third-party vendors to ensure timely filing of state and federal documents related to Corporate and 401(k) Plan EINs. You will also be responsible for generating legal documents with accuracy, preparing final Corporation and Plan documents, and collaborating with the Sales team to provide updates on client processes. Additionally, you will assist clients with bank account setup and explain the company's products and services. Guidant Financial values adaptability, connection, and excellence, and as a member of the team, you will be expected to contribute to department and team projects while performing other duties as required. This position requires a proactive approach to problem-solving and a passion for delivering outstanding customer service, especially when navigating tough financial conversations. You will thrive in an autonomous environment, where self-direction and independence are key to your success.