Talent.com
ROBS Onboarding Specialist I
ROBS Onboarding Specialist IGuidant Financial • Alexandria, VA, US
ROBS Onboarding Specialist I

ROBS Onboarding Specialist I

Guidant Financial • Alexandria, VA, US
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

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) by guiding them as they launch their small business through understanding business regulations, 401(k) plan adoption agreements, and roll-over processes.

What You'll Be Doing

  • 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 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 the Sales team to provide client process updates
  • Understand and assist clients with bank account setup
  • Explain company products and services
  • Additional Functions

  • 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 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 upon current certifications
  • 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 1) a space to work out of (i.e., home office) and 2) High-speed internet.

    Benefits

  • 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 401k match. Be able to disconnect with Paid Time Off of 3 weeks and 11 Paid Holidays.
  • 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.
  • J-18808-Ljbffr

    serp_jobs.job_alerts.create_a_job

    Onboarding Specialist • Alexandria, VA, US

    Job_description.internal_linking.related_jobs
    Onboarding Specialist

    Onboarding Specialist

    PLS Logistics Services • Washington, DC, US
    serp_jobs.job_card.full_time
    Handle inbound / outbound calls to customers.Understand customer's demands and establish a relationship of trust.Provide sales assistance and help members with their accounts.Provide prospective memb...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Senior Onboarding Specialist

    Senior Onboarding Specialist

    Trustwell • Washington, DC, US
    serp_jobs.job_card.full_time
    Role : Senior Onboarding Specialist.FLSA : Full Time | Exempt | Salaried | Remote.Reports to : Director of Professional Services. The ideal candidate will be based in the EST or CST time zone.If not, t...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Inside Sales Rep - ROS

    Inside Sales Rep - ROS

    United Rentals • Manassas, VA, United States
    serp_jobs.job_card.full_time
    If you'd like the chance to make your mark with the world's largest equipment rental provider,.As an Inside Sales Rep, you will serve as a key customer contact and consultant at our branch, with re...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Surgical Technologist - Operating Room, Full Time, Day

    Surgical Technologist - Operating Room, Full Time, Day

    Mary Washington Healthcare • Manassas, VA, United States
    serp_jobs.job_card.full_time
    Start the day excited to make a difference…end the day knowing you did.Commitment to Care Bonus potential for Qualifying External Candidates. Under the direction and supervision of the Specialty Coo...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Operations Manager Intern (Starting Summer 2026) - Food Distribution Center - Upper Marlboro, MD

    Operations Manager Intern (Starting Summer 2026) - Food Distribution Center - Upper Marlboro, MD

    Target • Upper Marlboro, MD, US
    serp_jobs.job_card.part_time
    Pay is based on several factors which vary based on position.These include labor markets and in some instances may include education, work experience and certifications. In addition to your pay, Tar...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    RN Sepsis and Stroke Coordinator

    RN Sepsis and Stroke Coordinator

    Spotsylvania Regional Medical Center • Fredericksburg, VA, US
    serp_jobs.job_card.full_time +1
    Do you want to be appreciated daily? Our nurses are celebrated for being on the front line, empathetic for patients.At Spotsylvania Regional Medical Center our nurses set us apart from any other he...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Associate Regional Sales Manager

    Associate Regional Sales Manager

    Thales Trusted Cyber Technologies • Alexandria, VA, United States
    serp_jobs.job_card.full_time
    Our Thales TCT (SafeNet AT) office is seeking an Associate Regional Sales Manager.We are looking for someone who is a high energy, creative, self-disciplined Associate Regional Sales Manager to dev...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Registered Nurse (RN) Operating Room Specialist (CVOR)

    Registered Nurse (RN) Operating Room Specialist (CVOR)

    Inova Health System • Falls Church, VA, United States
    serp_jobs.job_card.full_time
    The Cardiovascular Operating Room (CVOR) at.Operating Room Nurse who is looking to specialize in Cardiovascular Surgery! This position offers the opportunity to be trained to support 7 CVORs for ad...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    C&I Relationship Manager IV (Hybrid Central, VA)

    C&I Relationship Manager IV (Hybrid Central, VA)

    Atlantic Union Bank • Fredericksburg, VA, United States
    serp_jobs.job_card.full_time
    The C&I Relationship Manager IV assumes the overall responsibility, development and management of their borrowing and non-borrowing portfolio. The Relationship Manager is responsible for marketing a...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Cardiovascular Invasive Specialist 1 (IR Tech)

    Cardiovascular Invasive Specialist 1 (IR Tech)

    Inova Health System • Fairfax, VA, United States
    serp_jobs.job_card.full_time
    Inova Fair Oaks Hospital is looking for a dedicated Interventional Radiology 1 to join the team.Inova is consistently ranked a national healthcare leader in safety, quality and patient experience.W...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Travel Cardiovascular Operating Room RN

    Travel Cardiovascular Operating Room RN

    Nightingale Nurses • Reston, VA, US
    serp_jobs.job_card.full_time
    Nightingale Nurses is seeking a travel nurse RN CVOR for a travel nursing job in Reston, Virginia.Job Description & Requirements. You may not realize it, but as an RN with real world hospital ex...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Travel Nurse RN - Operating Room - $2,886 per week in Leonardtown, MD

    Travel Nurse RN - Operating Room - $2,886 per week in Leonardtown, MD

    TravelNurseSource • Leonardtown, MD, US
    serp_jobs.job_card.full_time +1
    TravelNurseSource is working with Lancesoft Inc to find a qualified OR RN in Leonardtown, Maryland, 20650!.Required MD or Compact RN License. References from most recent assignment within skill set....serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Inside Acquisitions Specialist / Lead Manager

    Inside Acquisitions Specialist / Lead Manager

    House Buyers of America • Fredericksburg, VA, US
    serp_jobs.job_card.full_time
    The Inside Sales / Lead Manager is responsible for converting incoming prospects into leads.This is a high-volume pre-sales role requiring consistent follow-up with new leads.Answer inbound inquirie...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Travel Interventional Radiology Technologist

    Travel Interventional Radiology Technologist

    Nightingale Nurses • Leonardtown, MD, US
    serp_jobs.job_card.full_time
    Nightingale Nurses is seeking a travel Interventional Radiology Technologist for a travel job in Leonardtown, Maryland.Job Description & Requirements. Interventional Radiology Technologist.You m...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Oncology Patient Specialist 3

    Oncology Patient Specialist 3

    Inova Health System • Fairfax, VA, United States
    serp_jobs.job_card.full_time
    Oncology Patient Specialist 3 to join the team.This role is responsible for delivering exceptional service by addressing customer needs, counseling on financial liability, communicating effectively...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Travel Cardiovascular Operating Room RN

    Travel Cardiovascular Operating Room RN

    ARMStaffing • Reston, VA, US
    serp_jobs.job_card.full_time
    ARMStaffing is seeking a travel nurse RN CVOR for a travel nursing job in Reston, Virginia.Job Description & Requirements. Surgical Technologist - CVOR\n\n.This is a 13-week contract position.Sh...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Client Onboarding Specialist

    Client Onboarding Specialist

    BluShark Digital • Washington, DC, US
    serp_jobs.job_card.full_time
    BluShark Digital is a leading digital marketing agency dedicated to providing innovative and results-driven Search Engine Optimization (SEO) solutions for businesses. Initially established in the le...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    OT / Occupational Therapist - Home Health $7,500 Sign On

    OT / Occupational Therapist - Home Health $7,500 Sign On

    BrightSpring Health Services • Upper Marlboro, MD, United States
    serp_jobs.job_card.full_time
    OT / Occupational Therapist - Home Health $7,500 Sign On.Adoration Home Health and Hospice.Adoration Home Health and Hospice. Are you an Occupational Therapist looking for a new opportunity? Adorati...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted