Customer Solutions Specialist - Retirement

GuideStone Financial Resources • Dallas, TX

1d • Hybrid

About The Position

GuideStone is an innovative organization that invests in the spiritual, relational, financial, physical and professional development of its employees. They have a culture that values excellence, teamwork, humility, integrity, compassion and stewardship. They 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. Their 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.” They 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.

Requirements

• 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
• Positive and optimistic attitude

Nice To Haves

• Knowledge of retirement plans and investments preferred
• Develop into a promotional career path
• Obtain the FINRA Series 6 and 63 licenses
• Acquire the CRPC designation

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 mentor new employees

Benefits

• generous benefits package
• flexible work schedules
• opportunity to be involved in community outreach
• tuition reimbursement

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level