Guidant Financial

• 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

• 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

• 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

• 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.

• 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

• 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.

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, OK. The wage for this position is $23.55 per hour, equivalent to an annual salary of $49,000 Please apply to only one location only per role. As a fully remote company, we post to multiple locations. Applying for more than one location could result in receiving multiple communications around a position. Are you thrilled by the idea of assisting entrepreneurs nationwide in achieving their dreams of launching their own businesses? For more than 23 years, Guidant Financial has been committed to empowering entrepreneurs and enhancing the growth of small businesses.. So far, we have distributed an impressive $5 billion in funding, supporting the launch of over 30,000 businesses and generating nearly 100,000 jobs that enrich the economy. We aim to inspire and empower you just as we do for the entrepreneurs we assist, allowing you to make a meaningful impact on their success and your own career path. At Guidant, we believe in empowering our employees to make a genuine difference for our clients and their own professional paths. Our commitment to ownership is reflected in our daily work through accountability, innovative problem-solving, and diligent follow-through. We are on an exciting journey towards becoming an ESOP company, further solidifying our dedication to shared accountability and long-term prosperity. 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 a Retirement Plan Specialist at Guidant Financial you will take the first step down the path of learning the full process of what it takes to administer, test and report on 401(k) plans. Through accelerated learning, in-depth training and practical experience, you will quickly grow from document review to administering basic plans. You’ll review documents submitted by our clients, proactively keep clients updated on progress and help clients understand the year-end reporting documents necessary to complete government filings, including the annual 5500 return. What You'll Be Doing: - 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 Extra Tasks - Share knowledge and explain complex topics simply - Training on concepts for a Retirement Plan Administrator I - Performs other duties as required

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, OK. The wage for this position is $23.55 per hour, equivalent to an annual salary of $49,000 Please apply to only one location only per role. As a fully remote company, we post to multiple locations. Applying for more than one location could result in receiving multiple communications around a position. Are you thrilled by the idea of assisting entrepreneurs nationwide in achieving their dreams of launching their own businesses? For more than 23 years, Guidant Financial has been committed to empowering entrepreneurs and enhancing the growth of small businesses.. So far, we have distributed an impressive $5 billion in funding, supporting the launch of over 30,000 businesses and generating nearly 100,000 jobs that enrich the economy. We aim to inspire and empower you just as we do for the entrepreneurs we assist, allowing you to make a meaningful impact on their success and your own career path. At Guidant, we believe in empowering our employees to make a genuine difference for our clients and their own professional paths. Our commitment to ownership is reflected in our daily work through accountability, innovative problem-solving, and diligent follow-through. We are on an exciting journey towards becoming an ESOP company, further solidifying our dedication to shared accountability and long-term prosperity. 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 a Retirement Plan Specialist at Guidant Financial you will take the first step down the path of learning the full process of what it takes to administer, test and report on 401(k) plans. Through accelerated learning, in-depth training and practical experience, you will quickly grow from document review to administering basic plans. You’ll review documents submitted by our clients, proactively keep clients updated on progress and help clients understand the year-end reporting documents necessary to complete government filings, including the annual 5500 return. What You'll Be Doing: - 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 Extra Tasks - Share knowledge and explain complex topics simply - Training on concepts for a Retirement Plan Administrator I - Performs other duties as required

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, OK. The wage for this position is $23.55 per hour, equivalent to an annual salary of $49,000 Please apply to only one location only per role. As a fully remote company, we post to multiple locations. Applying for more than one location could result in receiving multiple communications around a position. Are you thrilled by the idea of assisting entrepreneurs nationwide in achieving their dreams of launching their own businesses? For more than 23 years, Guidant Financial has been committed to empowering entrepreneurs and enhancing the growth of small businesses.. So far, we have distributed an impressive $5 billion in funding, supporting the launch of over 30,000 businesses and generating nearly 100,000 jobs that enrich the economy. We aim to inspire and empower you just as we do for the entrepreneurs we assist, allowing you to make a meaningful impact on their success and your own career path. At Guidant, we believe in empowering our employees to make a genuine difference for our clients and their own professional paths. Our commitment to ownership is reflected in our daily work through accountability, innovative problem-solving, and diligent follow-through. We are on an exciting journey towards becoming an ESOP company, further solidifying our dedication to shared accountability and long-term prosperity. 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 a Retirement Plan Specialist at Guidant Financial you will take the first step down the path of learning the full process of what it takes to administer, test and report on 401(k) plans. Through accelerated learning, in-depth training and practical experience, you will quickly grow from document review to administering basic plans. You’ll review documents submitted by our clients, proactively keep clients updated on progress and help clients understand the year-end reporting documents necessary to complete government filings, including the annual 5500 return. What You'll Be Doing: - 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 Extra Tasks - Share knowledge and explain complex topics simply - Training on concepts for a Retirement Plan Administrator I - Performs other duties as required

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, OK. The wage for this position is $23.55 per hour, equivalent to an annual salary of $49,000 Please apply to only one location only per role. As a fully remote company, we post to multiple locations. Applying for more than one location could result in receiving multiple communications around a position. Are you thrilled by the idea of assisting entrepreneurs nationwide in achieving their dreams of launching their own businesses? For more than 23 years, Guidant Financial has been committed to empowering entrepreneurs and enhancing the growth of small businesses.. So far, we have distributed an impressive $5 billion in funding, supporting the launch of over 30,000 businesses and generating nearly 100,000 jobs that enrich the economy. We aim to inspire and empower you just as we do for the entrepreneurs we assist, allowing you to make a meaningful impact on their success and your own career path. At Guidant, we believe in empowering our employees to make a genuine difference for our clients and their own professional paths. Our commitment to ownership is reflected in our daily work through accountability, innovative problem-solving, and diligent follow-through. We are on an exciting journey towards becoming an ESOP company, further solidifying our dedication to shared accountability and long-term prosperity. 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 a Retirement Plan Specialist at Guidant Financial you will take the first step down the path of learning the full process of what it takes to administer, test and report on 401(k) plans. Through accelerated learning, in-depth training and practical experience, you will quickly grow from document review to administering basic plans. You’ll review documents submitted by our clients, proactively keep clients updated on progress and help clients understand the year-end reporting documents necessary to complete government filings, including the annual 5500 return. What You'll Be Doing: - 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 Extra Tasks - Share knowledge and explain complex topics simply - Training on concepts for a Retirement Plan Administrator I - Performs other duties as required