Blair is a Sales Development Representative, responsible for streamlining the sales process as a key role in qualifying and educating prospective clients to identify sales qualified leads for Account Executives. Blair has been with Guideline for 3 years and is located in Portland, Maine.

About Us:

At Guideline, we’re building a platform that takes complexity and doubt out of retirement planning and replaces it with knowledge and clarity — so people can invest in their financial future with confidence. With Guidelines for Accountants, we aim to empower you with excellent tools and capabilities so you can manage your clients’ plans and tailor each plan to fit each client. Together we can achieve our collective mission: helping small business owners succeed today and in the future.