Customer Solutions Specialist - Retirement
At a glance
Mid-level Solutions & Sales Engineering role at GuideStone. Dallas · full-time.
Pay not stated
Growth Roles summary, based on the employer's posting.
What you'll do
- Serve GuideStone members through accurate, engaging conversations in an inbound call center
- Explain retirement plan features along with related tax and legal considerations
- Walk members through mutual fund vehicles and available portfolio choices
- Recommend relevant GuideStone offerings while handling customer conversations
- Support special projects, including helping new employees learn the role
What you bring
- A business-related bachelor's degree or equivalent work experience with comparable learning outcomes
- Strong customer service, verbal communication, detail focus, and analytical judgment
- The ability to solve customer problems and adjust appropriately as situations change
- Knowledge of retirement plans and investments is preferred
Who this fits
This role suits a mid-level customer solutions professional who can explain retirement topics clearly and make sound decisions during member interactions. You’ll work in a hybrid environment on the GuideStone inbound call center team. The role can also lead to Series 6 and 63 licensing and the CRPC designation.
From the employer
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
Opportunities include the ability to:
- 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
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
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