ROBS Onboarding Specialist I

$43,680 - $43,680/Yr

Guidant Financial Group - Wichita, KS

Full-time - Entry Level

Remote - Wichita, KS

Professional, Scientific, and Technical Services

About the position

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 business endeavors. In this role, you will be responsible for directing clients through all steps of the rollover process, from entity formation to funding. Building rapport with clients over the phone and through email is essential, as you will be their primary point of contact throughout the onboarding process. You will collaborate with third-party vendors to ensure the timely filing of state and federal documents related to Corporate and 401(k) Plan EINs, and you will generate legal documents with accuracy and detail. Additionally, you will prepare final Corporation and Plan documents, provide updates to the Sales team regarding client processes, assist clients with bank account setup, and explain the company’s products and services. At Guidant Financial, we value adaptability, connection, and excellence. We believe that when our employees feel empowered, they can make a significant impact on our clients and their careers. This position offers a unique opportunity to contribute to a growing company that has already put $5 billion of funding to use, helping to launch over 20,000 businesses and creating nearly 100,000 jobs in the economy. Join us in our bold vision to increase the number of successful small businesses across the country!

Responsibilities

• Direct clients through all steps of the rollover process from entity formation to funding.
• Build rapport over the phone and through email with clients.
• Work with third-party vendors to ensure timely filing of state and federal documents related to Corporate and 401(k) Plan EINs.
• Generate legal documents with accuracy and detail.
• Prepare final Corporation and Plan documents.
• Collaborate with the Sales team to provide client process updates.
• Understand and assist clients with bank account setup.
• Explain company products and services.
• Contribute to department and team projects.
• Perform other duties as required.

Requirements

• Must be 18 years of age.
• 1-2 years of customer relations experience required.
• Passion for providing outstanding customer service.
• Willingness to navigate tough financial conversations with a focus on delivering a positive customer experience.
• Drive to learn with a proactive approach to problem solving.
• Experience managing multiple accounts.
• A competitive attitude about production while maintaining high quality work.
• Ability to work in an autonomous environment where you can be a self-directed, independent worker.
• Ability to create an inclusive workplace where everyone feels a sense of belonging.

Benefits

• Comprehensive health coverage (with free premium option).
• Competitive salary.
• Paid parental leave.
• Generous 401k match.
• Paid Time Off of 3 weeks and 11 Paid Holidays.
• Ongoing training and career pathing opportunities.
• Autonomy within your work structure with company provided equipment.
• Award-winning company culture with opportunities to connect with senior leaders.