Customer Solutions Specialist - Retirement

Posted 2 days ago

guidestoneDallas (TX)

Customer Service RepresentativesPension Funds

SENIORITY

Junior

About the role

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 membersEducate members on plan features and articulate retirement, tax and legal issuesExplain Mutual Fund Investment vehicles and portfolio optionsPromote GuideStone products through cross-sellingOpportunities include the ability to:Take on Special Projects including mentor new employeesDevelop into a promotional career pathObtain the FINRA Series 6 and 63 licensesAcquire the CRPC designationWhat you will need:Bachelor's degree in business or related field, or equivalent work experience learning outcomesExcellent customer service, verbal communication skills and attention to detailStrong analytical skills and good decision-making ability in order to evaluate situations and react appropriatelyEffective problem-solving skills and ability to adapt to changeKnowledge of retirement plans and investments preferredPositive and optimistic attitude

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