Customer Solutions Specialist - Retirement

GuideStone Financial Resources; United States; Hybrid; USD 42,000 - 62,000; Full time

Benefits offered by this job

Flexible work schedules

Community outreach

Generous benefits package

Tuition reimbursement

Job summary

GuideStone is seeking a Customer Solutions Specialist to join our inbound call center team in a hybrid work environment in the United States. You will deliver superior service to GuideStone members and help explain retirement plans, investments and related tax and legal issues.

You will also promote our products, mentor new employees, participate in special projects, and work toward licenses such as FINRA Series 6 and 63 and the CRPC designation as part of career development.

Qualifications

• Bachelor’s degree in business or related field or equivalent work experience learning outcomes.

Responsibilities

• Provide superior customer service to GuideStone members
• Educate members on plan features and articulate retirement, tax and legal issues
• Explain Mutual Fund Investment vehicles and portfolio options
• Promote GuideStone products through cross‑selling
• Take on special projects including mentoring new employees
• Develop into a promotional career path
• Obtain the FINRA Series 6 and 63 licenses
• Acquire the CRPC designation

Skills

Customer service

Verbal communication

Analytical skills

Decision making

Problem solving

Attention to detail

Education

Bachelor's degree in business or related field

Tools

FINRA Series 6

FINRA Series 63

CRPC designation

Job description

Experience GuideStone! 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. What We Offer You! 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. GuideStone offers a hybrid work environment.

What You Will Do

• Provide superior customer service to GuideStone members
• Educate members on plan features and articulate retirement, tax and legal issues
• Explain Mutual Fund Investment vehicles and portfolio options
• Promote GuideStone products through cross‑selling
• Take on special projects including mentoring new employees
• Develop into a promotional career path
• Obtain the FINRA Series 6 and 63 licenses
• Acquire the CRPC designation

What You Will Need

• Bachelor’s degree in business or related field, or equivalent work experience learning outcomes
• 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
• #LI-ZB1 #LI-Hybrid

What We Offer

• Flexible work schedules
• Community outreach
• Generous benefits package
• Tuition reimbursement

Who We Are

GuideStone is a diversified Christian financial services provider, offering 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. GuideStone is one of the historic boards of the Southern Baptist Convention. GuideStone’s religious convictions are a reflection of our commitment to observe and practice the teachings of Scripture. Our employment is guided by the Basic Beliefs of the Southern Baptist Convention: The Southern Baptist Convention has a rich history of publicly declaring religious convictions common to Southern Baptist churches and ministry organizations cooperating together to share the gospel with a lost and dying world. These basic beliefs may be viewed at http://bfm.sbc.net/bfm2000/ and serve as the foundation for GuideStone’s employment policies and procedures.

Learn more about what we offer at https://www.guidestone.org/About-Us/Careers/Benefits