Customer Solutions Specialist - Retirement

GuideStone Financial Resources • Headquarters, KY

2d • Hybrid

About The Position

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. 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

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

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
• Develop into a promotional career path
• Obtain the FINRA Series 6 and 63 licenses
• Acquire the CRPC designation

Benefits

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

What This Job Offers

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