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Customer Solutions Specialist - Retirement

GuideStone Financial Resources
Posted 2 months ago, valid for 11 days
Location

Dallas, TX, US

Salary

Competitive

Contract type

Full Time

Retirement Plan
Tuition Reimbursement

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Sonic Summary

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  • GuideStone is seeking a Customer Solutions Specialist for its inbound call center team, offering a hybrid work environment and a salary of $45,000 per year.
  • The ideal candidate should possess a Bachelor’s degree in business or a related field, or equivalent work experience, along with excellent customer service and communication skills.
  • Responsibilities include providing superior customer service, educating members on plan features, and promoting GuideStone products through cross-selling.
  • The position offers opportunities for special projects, mentorship, and the chance to obtain FINRA licenses and the CRPC designation.
  • GuideStone values excellence, teamwork, and integrity, and provides a generous benefits package and flexible work schedules for its employees.

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

#LI-ZB1

#LI-Hybrid




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By applying, a GuideStone Financial Resources account will be created for you. GuideStone Financial Resources's Privacy Policy and Terms & Conditions will apply.

SonicJobs' Terms & Conditions and Privacy Policy also apply.