Guidant Financial Group - Garden City, 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 the comfort of your home while contributing to 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 the necessary business regulations, 401(k) plan adoption agreements, and rollover processes. In this role, you will directly interact with clients, building rapport through phone and email communications. You will work closely with third-party vendors to ensure the timely filing of state and federal documents related to corporate and 401(k) Plan EINs. Accuracy and attention to detail are paramount as you generate legal documents and prepare final Corporation and Plan documents. Collaboration with the Sales team will also be essential, as you will provide updates on client processes and assist clients with setting up their bank accounts. Additionally, you will explain the company's products and services to clients, ensuring they have a comprehensive understanding of their options. Guidant Financial values adaptability, connection, and excellence, and as a member of the team, you will be expected to embody these values. You will contribute to department and team projects and perform other duties as required, all while maintaining a focus on delivering outstanding customer service and navigating challenging financial conversations with a positive attitude.