Guidant Financial

Operations

• Work with clients to obtain necessary information to prepare the annual reporting
• Review documents submitted by clients for completeness and accuracy
• Reconcile plans with only rollovers and plan stock using Excel and administration software
• Utilize administration software to complete 401(k) testing and reporting
• Make outgoing reminder calls and send emails to clients during the plan year reporting process
• Prepare required 401(k) plan government filings, including the IRS Form 5500, using filing software
• Educate clients regarding the administration of their 401(k) plan and 401(k) plan documents
• Share knowledge and explain complex topics simply
• Training on concepts for a Retirement Plan Administrator I
• Performs other duties as required

Retirement Plan Operations Specialist

Sales Development Rep

• Contact 300-350 new leads per month to assess their needs and quickly qualify or disqualify them for Guidant’s financing solutions.
• Set appointments with qualified leads for the Finance Consultants, ensuring a smooth transition from lead qualification to the next stage of the sales process.
• Accurately log all lead interactions and updates in Salesforce CRM to ensure consistent tracking and reporting of progress.
• Maintain a predefined outreach cadence to ensure timely follow-up with leads, meeting monthly call and qualification targets.
• Work closely with the Finance Consultants to ensure qualified leads are prepared for further engagement.
• Maintain exceptional punctuality and reliability in all scheduled calls, meetings, and engagements.
• Actively participate in training sessions to stay current on Guidant’s products, services, and lead qualification best practices.
• Provide feedback to supervisors and team members on any challenges encountered in the lead qualification process.
• Ensure all processes are documented, and assist in sharing best practices with peers to improve overall team performance.
• Perform other duties as required.

Sales Development Representative

• Contact 300-350 new leads per month to assess their needs and quickly qualify or disqualify them for Guidant’s financing solutions.
• Set appointments with qualified leads for the Finance Consultants, ensuring a smooth transition from lead qualification to the next stage of the sales process.
• Accurately log all lead interactions and updates in Salesforce CRM to ensure consistent tracking and reporting of progress.
• Maintain a predefined outreach cadence to ensure timely follow-up with leads, meeting monthly call and qualification targets.
• Work closely with the Finance Consultants to ensure qualified leads are prepared for further engagement.
• Maintain exceptional punctuality and reliability in all scheduled calls, meetings, and engagements.
• Actively participate in training sessions to stay current on Guidant’s products, services, and lead qualification best practices.
• Provide feedback to supervisors and team members on any challenges encountered in the lead qualification process.
• Ensure all processes are documented, and assist in sharing best practices with peers to improve overall team performance.
• Perform other duties as required