ROBS Onboarding Specialist I
location_onWest 90th Street, Bloomington, Hennepin County, Minnesota, 55431, United States
Job Description
About the Company
Guidant Financial is a growing and stable company with a bold vision of increasing the number of people who succeed in small business. To date, the team has put $5B of funding to use, helping launch over 20,000 businesses and creating nearly 100,000 jobs for the economy. The company delivers innovative funding solutions and builds 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. We are looking for individuals who embody our core 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.
About the Role
Guidant Financial is currently looking for a remote, customer-centric ROBS expert to partner with new and existing entrepreneurs (clients). In this role, you will guide clients as they launch their small business by understanding business regulations, 401(k) plan adoption agreements, and roll-over processes. You will be the trusted advisor helping entrepreneurs realize their dreams of building their own company.
Work Environment
This is a fully and permanently remote work-from-home opportunity available in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO.
For this position, there are minimum work-from-home requirements that must be met in order to perform the essential functions in a remote work-from-home (WFH) environment. These include:
- A space to work out of (i.e., home office).
- High-speed internet.
Culture and Growth
Our people are key to our success. We work with a team of smart, creative, fun, and highly motivated people. We believe that when you grow, we grow. We offer ongoing training, career pathing, and supportive leaders. For the last three years, Guidant has promoted more than 20% of our organization into new and exciting roles.
We are committed to empowering equity and inclusion. We strive to create an inclusive workplace where everyone feels a sense of belonging by empowering all our employees to speak up, ask questions, and be seen. We offer an awesome culture where you can connect through coffee with senior leaders or participate in company sporting events.
Work location
Work model: Remote
West 90th Street, Bloomington, Hennepin County, Minnesota, 55431, United States
Bloomington, Minnesota
Key Responsibilities
- check_circleBuild rapport with clients over the phone and through email
- check_circleGenerate legal documents with accuracy and detail
- check_circlePrepare final Corporation and Plan documents
- check_circleCollaborate with the Sales team to provide client process updates
- check_circleExplain company products and services to entrepreneurs
- check_circleGuide clients through the rollover process from entity formation to funding
- check_circleAssist clients with bank account setup
- check_circleCoordinate with third-party vendors for timely filing of state and federal documents
Requirements
- verifiedMust be 18 years of age
- verified1-2 years of customer relations experience required
- verifiedMust pass a background check
- verifiedComplete continuing education based upon current certifications