Job Details


Requisition Number 17-0030
Post Date 7/19/2017
Title Customer Solutions Specialist - Retirement
City Dallas
State TX
Description

GuideStone is a diverse financial services organization that services more than 200,000 clients nationwide in the faith-based marketplace. We offer retirement, insurance, investment management, property and casualty coverage, and executive planning products and services to the Southern Baptist and wider evangelical Christian community. GuideStone sponsors the nation’s largest Christian-screened registered mutual fund family and is located in Dallas, Texas. We are an innovative organization that invests in the spiritual, relational, financial, physical and professional development of our employees. We have a culture that values excellence, teamwork, humility, integrity, compassion and stewardship. We offer employees a generous benefits package, flexible work schedules, the opportunity to be involved in community outreach and tuition reimbursement.

We are currently looking for a Customer Solutions Specialist to join the GuideStone inbound call center team. Customer Solutions is a fun, dynamic and team oriented environment.  Our mission is “to serve GuideStone's customers and prospects with integrity and accuracy through engaging conversations leading to valuable solutions that build trust in GuideStone and its representatives.” We also have an outstanding, thorough and engaging training program. In training, you will learn about GuideStone’s different products and services and will be well equipped to perform the various job functions within your position.

What you will do:

  • Provide superior customer service to GuideStone participants
  • Educate participants on plan features and articulate retirement, tax and legal issues
  • Explain Mutual Fund Investment vehicles and portfolio options
  • Promote GuideStone products through cross-selling

Opportunities include the ability to:

  • Obtain the FINRA Series 6 and 63 licenses
  • Acquire the CRPC and CFP certifications
  • Take on Special Projects including train and mentor new employees
  • Develop into a promotional career path
Requirements
  • Bachelor’s degree in business or equivalent work experience
  • Excellent customer service, verbal communication skills and attention to detail
  • Strong analytical skills and good decision making ability in order to evaluate situations and react appropriately
  • Effective problem solving skills and ability to adapt to change
  • Knowledge of retirement plans and investments preferred
  • Positive and optimistic attitude
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All materials will be kept confidential. GuideStone Financial Resources is an equal opportunity employer.