Customer Solutions Specialist - Retirement

GuideStone Financial Resources • Dallas, TX

7d • Hybrid

About The Position

GuideStone is seeking a Customer Solutions Specialist to join its inbound call center team. The Customer Solutions team is described as a dynamic, team-oriented environment focused on serving customers and prospects with integrity and accuracy through engaging conversations and valuable solutions that build trust in GuideStone and its representatives.

The role includes an extensive training program covering GuideStone’s products and services to prepare employees for the position’s functions. The position has a hybrid work environment. Employees may have opportunities to take on special projects, mentor new employees, develop along a promotional career path, obtain FINRA Series 6 and 63 licenses, and acquire the CRPC designation.

Requirements

• Bachelor’s degree in business or a related field, or equivalent work experience learning outcomes.
• Excellent customer service and verbal communication skills, with attention to detail.
• Strong analytical skills and sound decision-making ability 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.

Responsibilities

• Provide superior customer service to GuideStone members.
• Educate members on plan features and explain retirement, tax, and legal issues.
• Explain mutual fund investment vehicles and portfolio options.
• Promote GuideStone products through cross-selling.

Benefits

• Generous benefits package.
• Flexible work schedules.
• Opportunity to participate in community outreach.
• Tuition reimbursement.
• Training program covering GuideStone products and services.

What This Job Offers

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