About Guidant Financial and Workwarp
Guidant Financial is a pioneering company that empowers entrepreneurs across the United States to achieve their dreams of building successful small businesses. With a bold vision of increasing the number of people who succeed in small business, our team has put $5 billion of funding to use, helping launch over 20,000 businesses and creating nearly 100,000 jobs in the economy. We achieve this by delivering innovative funding solutions and building the latest technology to support entrepreneurs in starting and growing 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 believe in fostering a culture of adaptability, connection, excellence, and inclusivity, where our employees can grow and thrive alongside our clients.
Our Values
We live by four core values that guide our actions and decisions:
- Adaptability: Change isn't scary. We embrace opportunities to adapt and bring others along.
- Connection: Connection is important. We lift others up because when they grow, we grow.
- Excellence: We thrive outside of our comfort zone. We jump at the chance to make things better and have insatiable curiosity.
- Inclusivity: We believe in creating an inclusive work environment that gives employees a voice to speak up, be heard, and supported.
The Role
We are seeking a highly skilled and customer-centric ROBS Onboarding Specialist I to join our team. As a key member of our remote team, you will partner with new and existing entrepreneurs (clients) to guide them through the rollover process from entity formation to funding. Your expertise in business regulations, 401(k) plan adoption agreements, and roll-over processes will be invaluable in helping our clients launch their small businesses.
Key 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 to provide exceptional customer service.
- 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:
- Contribute to department and team projects.
- Perform other duties as required.
Requirements
To be successful in this role, you will need to possess the following qualifications and skills:
Job Specifications:
- 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 by empowering all our employees to speak up, ask questions, and be seen.
Other Requirements:
- Must pass a background check.
- Must meet work-from-home requirements to qualify.
- Complete continuing education based on current certifications.
Benefits
We offer a comprehensive benefits package that includes:
- Our People are Key to Success: Work with a team of smart, creative, fun, and highly motivated people.
- When You Grow, We Grow: Continue to learn with 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!
- Wellness: Top benefits and perks including comprehensive health coverage (with free premium option), competitive salary, paid parental leave, and a generous 401(k) match.
- Flexible Work Arrangements: Work from the enjoyment of your home office. We work with entrepreneurs every day; we want you to have autonomy within your work structure with company-provided equipment.
- Awesome Culture: Be part of Guidant's award-winning culture and have the experience to connect through coffee with senior leaders or hit a home run being part of our company sporting events.
- Empowering Equity and Inclusion: Be part of an inclusive work environment that gives employees a voice to speak up, be heard, and supported.
Compensation and Perks:
The compensation package for this role includes a competitive hourly rate of $21 per hour, which equates to an annualized amount of $43,680. We also offer a comprehensive benefits package, flexible work arrangements, and a supportive work environment.
How to Apply:
If you are a motivated and customer-centric individual who is passionate about helping entrepreneurs achieve their dreams, we encourage you to apply for this exciting role. Please visit our website to submit your application and join our team of dedicated professionals who are making a difference in the lives of small business owners across the United States.
Apply Now
Apply Now