Internal Wholesaler

GuideStone Financial Resources; United States; Hybrid; USD 70,000 - 120,000; Full time

Benefits offered by this job

Flexible work schedules

Community outreach

Generous benefits package

Tuition reimbursement

Job summary

GuideStone Financial Resources seeks a seasoned Internal Wholesaler to develop business for GuideStone Funds through Advisory and Institutional channels. You will build relationships with RIAs, private wealth advisors, and independent financial advisors in your territory, using a consultative sales approach.

You will maintain a strong prospect pipeline, document activity in CRM, and collaborate with the Regional Director on lead campaigns.

Qualifications

• Active FINRA licenses (Series 6/7 preferred, Series 63) with 2–5 years in financial services sales or advisory.
• Ability to build consultative relationships and communicate effectively with financial advisors.
• High initiative, self-motivation, and ability to work independently.
• Familiarity with CRM platforms.
• Proficient in MS Office and GuideStone system applications.
• Must maintain confidentiality regarding GuideStone business matters.

Responsibilities

• Develop an annual business plan with activities, strategies and tactics to achieve goals and grow the business.
• Proactively develop consultative relationships with Independent Financial Advisors, RIAs, and Private Wealth advisors in the assigned territory.
• Maintain high activity to develop an expansive prospect pipeline and qualify opportunities.
• Document advisor activity in CRM and keep CRM data up to date.
• Partner with the Regional Director to leverage qualified advisor leads and drive call campaigns.
• Represent GuideStone with integrity and support its mission and values.
• Assist the Director of Investment Sales with marketing strategy, budgets, reporting and other projects.
• Identify cross-sell opportunities with GuideStone products and services.
• Collaborate with Client Services across GuideStone Capital Management.

Skills

FINRA licenses

Consultative relationships

Independence

CRM platforms

MS Office

Confidentiality

Travel 25%

Tools

CRM platforms

MS Office

GuideStone systems

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.

GuideStone Funds Internal Wholesaler works to develop business for the GuideStone Funds through the Advisory and Institutional channels. The Internal Wholesaler builds RIA and private wealth advisor relationships though a consultative sales process. Working in partnership with these advisors, the Sales Consultant strives to position GuideStone Funds' array of mutual funds within clients' investment portfolios. We serve those that serve the Lord with the integrity of our hearts and the skillfulness of our hands. (Psalm 78:72)

What You'll Do:

Develop a business plan annually and devise the necessary activities, strategies and tactics to achieve goals and grow the business accordingly. Proactively develop consultative relationships with Independent Financial Advisors, RIA, and Private Wealth advisors in assigned territory by a combination of cold calls, warm calls, and e-marketing. Maintain consistently high calling activity to develop an expansive active prospect pipeline of financial professionals Qualify, follow up and leverage relationships developed through these initiatives to position the GuideStone Funds Maintain and expand existing relationships in assigned regional territory by executing proactive, creative and ongoing contact in territory Document all advisor activity in CRM, update CRM advisor database for assigned territory and keep up to date and accurate Outlook calendar. Partner with the Regional Director to capitalize on qualified advisor leads while providing territory specific information to initiate call campaigns. Represent and serve GuideStone with integrity so as to both support and further its mission and values. Assist the Director of Investment Sales with other department-wide projects as assigned such as marketing strategy design, budget development and tracking, reporting processes and other activities as assigned. Maintain professional development and ongoing personal education/growth. Other duties may be assigned. Work to identify cross sell opportunities of other GuideStone products and services. Work in unison with the Client Services area of GuideStone Capital Management.

What You'll Need:

• Active FINRA licenses (Series 6, Series 7 preferred, and Series 63) 2 to 5 years of experience in financial services sales or advisory, preferably in inside sales roles
• Strong alignment with evangelical Christian values and GuideStone's mission
• Ability to build consultative relationships and communicate effectively with financial advisors
• High initiative, self-motivation, and ability to work independently
• Familiarity with CRM platforms
• Professional maturity and desire for long-term career development
• Preferred experience with firms like Edward Jones, LPL or Ameriprise, with insight into their sales structure and advisor training programs
• Participate in occasional travel (up to 25%) for training and events
• Proficient skills in MS Office and appropriate GuideStone system applications.
• Must have complete confidentiality regarding GuideStone business matters.

#LI-Hybrid #LI-HM1

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.

What We Offer:

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

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