Guidant Financial Group - Roanoke, VA
posted about 2 months ago
The ROBS Onboarding Specialist I position at Guidant Financial is a fully remote role designed for individuals who are passionate about helping entrepreneurs realize their dreams of starting their own businesses. This position is integral to the company's mission of increasing the success rate of small businesses across the United States. Guidant Financial has a proven track record, having facilitated over $5 billion in funding to help launch more than 20,000 businesses, which in turn has created nearly 100,000 jobs in the economy. The company is committed to delivering innovative funding solutions and leveraging technology to support entrepreneurs in their journey. As a ROBS Onboarding Specialist, you will be responsible for guiding clients through the entire rollover process, from entity formation to funding. This involves building rapport with clients through phone and email communication, ensuring timely filing of necessary state and federal documents, and generating legal documents with precision. You will also collaborate with the sales team to provide updates on client processes and assist clients with setting up their bank accounts. The role requires a customer-centric approach, as you will be navigating complex financial conversations while maintaining a positive customer experience. The company values adaptability, connection, and excellence, encouraging employees to embrace change, foster relationships, and strive for continuous improvement. This position not only offers the opportunity to make a significant impact on clients' lives but also emphasizes the importance of employee empowerment and growth within the organization.