Guidant Financial Group - Virginia Beach, VA
posted about 2 months ago
Guidant Financial is seeking a dedicated ROBS Onboarding Specialist I to join our remote team. This role is pivotal in assisting entrepreneurs across the United States in launching their small businesses. As a ROBS expert, you will guide clients through the intricate processes of business regulations, 401(k) plan adoption agreements, and rollover processes. Your primary responsibility will be to ensure that clients feel supported and informed as they navigate the steps necessary to establish their businesses. In this position, you will directly interact with clients, providing them with the necessary guidance 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 state and federal documents related to Corporate and 401(k) Plan EINs. You will also be responsible for generating legal documents with precision, preparing final Corporation and Plan documents, and keeping the Sales team updated on client processes. Additionally, you will assist clients with setting up their bank accounts and explaining the company’s products and services. At Guidant Financial, we believe in empowering our employees to make a significant impact on our clients and their careers. We value adaptability, connection, and excellence, and we are looking for someone who shares these values. If you are passionate about providing outstanding customer service and are eager to help entrepreneurs realize their dreams, this role is for you.