ROBS Onboarding Specialist I

This is a fully and permanently remote work from home opportunity with a growing and stable company available in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO

The wage for this position is $21/hr which equates to an annualized amount of $43,680.

Are you excited by the thought of helping entrepreneurs across the country realize their dreams of building their own company? We have a bold vision of increasing the number of people who succeed in small business. To date, our team has put $5B of funding to use, helping launch over 20,000 businesses and creating nearly 100,000 jobs to the economy. We’re doing this by delivering innovative funding solutions and building the latest technology to help entrepreneurs across the country start and grow their small businesses. Our purpose goes beyond supporting entrepreneurs – we want our employees to feel as empowered as our entrepreneurs to make an impact on our clients and their careers.  

Our Values

Adaptability: Change isn’t scary. You embrace opportunities to adapt and bring others along.
Connection: Connection is important. You lift others up because when they grow you grow.
Excellence: You thrive outside of your comfort zone. You jump at the chance to make things better and have insatiable curiosity.

The Role

Guidant financial is currently looking for a remote customer centric, ROBS expert that partners with new and existing entrepreneurs (clients). Guiding clients as they launch their small business by understanding business regulations, 401(k) plan adoption agreements and roll-over processes.

What You’ll Be Doing

• Direct client through all steps of the rollover process from entity formation to funding
• Build rapport over the phone and through email with clients
• Work with 3rd 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 Sales team to provide client process updates
• Understand and assist clients with bank account set up
• Explain company products and services

Additional Functions

• Contributing to department and team projects
• Perform other duties as required

Requirements

Job Specifications

• Must be 18 years of age
• 1-2 years of customer relations experience required
• Passion for provide outstanding customer service
• Willingness to navigate tough financial conversations with …