This is a fantastic opportunity to work from the comfort of your own home! We are excited to offer a fully remote position with a reputable and thriving company. Currently, we are recruiting 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 per hour, equivalent to an annual salary of $43,680.
Does the thought of helping entrepreneurs across the country realize their dreams of building their own company excite you?
For the last 21 years Guidant Financial has been on a mission to empower entrepreneurs and increase the number of people who succeed in small business. Join our team and be part of the impact by delivering innovative funding solutions and building cutting-edge technology. To date, we have put $5 billion of funding to use, helping launch over 20,000 businesses and creating nearly 100,000 jobs for the economy. We want you to feel as empowered as the entrepreneurs we serve, making a meaningful impact on their success and your own career.
Our Values
Adaptability: Embracing change is your superpower. You are always ready to seize opportunities to adapt and inspire others along the way.
Connection: Building meaningful connections is at the core of what you do. Elevating others is your way of growing and empowering yourself.
Excellence: You thrive outside of your comfort zone, constantly seeking ways to improve. Your unquenchable curiosity fuels your drive to make things better.
Role Summary
As an Account Representative I at Guidant Financial, your primary focus will be providing unwavering support to small business owners who utilize our 401(k) plan administration services. You will handle incoming client calls, expertly resolve any issues related to their 401(k) plans, and enthusiastically answer all client inquiries. Additionally, you will meticulously review and update client-submitted documents within our state-of-the-art system. Ensuring seamless collaboration with team members, including Plan Administrators and Quality Assurance Specialists, is crucial to ensuring the prompt completion of tasks such as 5500 filings, distribution requests, loan requests, and other necessary documentation.
Responsibilities Include
Effectively manage and prioritize a queue of cases, ensuring timely responses within predefined deadlines
Demonstrate a deep understanding of retirement plans, with a specific emphasis on 401(k) Plans
Showcase your capacity to independently complete tasks while collaborating seamlessly within your team and department
Masterfully guide clients through internal processes, providing invaluable assistance in navigating multiple systems
Thoroughly examine and analyze client-submitted documents for maximum precision and accuracy
Extra Tasks
Providing support to clients and team members regarding complex retirement plan matters, including terminations
Contributing to various department and team initiatives to achieve shared goals
Going above and beyond to handle any additional tasks that arise in order to keep things running seamlessly
Requirements
Traits of an Outstanding Candidate
Empathy: We're looking for someone who can understand and share the feelings of our clients, especially when resolving their issues
Patience: Dealing with client issues and queries may require you to maintain composure and be patient
Adaptability: In this role, you'll handle various tasks and duties, so the ability to adapt effectively to different situations is essential
Proactivity: We value individuals who take initiative and contribute actively to team projects without being prompted
Resilience: The ability to keep going in the face of challenges, especially when dealing with complex retirement plan topics, is crucial
Open-mindedness: Being open to new ideas and having a willingness to learn about topics like retirement plans is important to us
Diligence: Attention to detail is key, especially when reviewing documents submitted by clients
Reliability: Your team members should be able to rely on you to complete tasks independently and collaborate effectively
ACE your future with Guidant - Skills & Competencies we are looking for
Preferably holding an associate's or bachelor's degree in a field related to the position (such as business or finance) or equivalent work experience
We have a keen interest in candidates who possess a basic knowledge of 401(K) plan structure, ROBS, and IRS/DOL regulations
Excellent verbal and written communication skills are a must
We highly value individuals who can easily adapt to process and organizational changes
Honing the ability to confidently engage in difficult conversations with clients while maintaining professionalism is key in this role
We are seeking someone with a meticulous attention to detail and a proactive approach to problem-solving
Prior experience in customer service, organization, and collaboration will be highly regarded
Flexibility and willingness to work overtime during peak periods leading up to set deadlines is required, considering the limited availability of Paid Time Off (PTO) during this time
Our work environment fosters autonomy, where you can be self-directed and work independently
We strive to create an inclusive workplace where everyone feels a sense of belonging, is empowered to speak up, ask questions, and be seen.
Additional Requirements
Must pass a background check
Must meet work from home requirements to qualify
For this position, we require you to meet minimum work from home requirements to ensure you can effectively carry out your responsibilities in a remote work from home (WFH) environment. These requirements consist of:
A designated workspace (such as a home office) where you can concentrate and be productive
Reliable high-speed internet to ensure seamless communication and collaboration
Benefits
Our People are Vital to Our Success: Join a team of intelligent, imaginative, and highly motivated individuals
Growing Together: Constantly expand your knowledge with ongoing training, career development opportunities, and supportive leaders. Over the past three years, more than 20% of our organization has been promoted into new and exciting roles!
Wellness at its Best: Enjoy top-notch benefits and perks, including comprehensive health coverage (with a free premium option), competitive salary, paid parental leave, and a generous 401k match. Take advantage of 3 weeks of Paid Time Off plus 11 Paid Holidays to truly disconnect
Flexible Work Arrangements: Work comfortably from your home office. We believe in giving you the freedom to structure your work while providing all the necessary equipment
An Amazing Culture: Experience Guidant's award-winning culture, where you can connect with senior leaders over coffee or be part of our company sporting events
Empowering Equity and Inclusion: Join an inclusive work environment that values employee voices, encourages active participation, and provides unwavering support
This is a fantastic opportunity to work from the comfort of your own home! We are excited to offer a fully remote position with a reputable and thriving company. Currently, we are recruiting in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA.
The wage for this position is $21 per hour, equivalent to an annual salary of $43,680.
Seniority level
Entry level
Employment type
Full-time
Job function
Sales and Business Development
Industries
Primary and Secondary Education and Non-profit Organizations
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