Jobs · Consulting · Texas

Customer Solutions Specialist - Retirement

GuideStone Financial Resources · Dallas, TX · 3 wk ago
HybridConsultingFull-time

About the Role

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.”

GuideStone offers a hybrid work environment and 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.

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

Opportunities include the ability to:

  • Take on Special Projects including mentoring new employees
  • Develop into a promotional career path
  • Obtain the FINRA Series 6 and 63 licenses
  • Acquire the CRPC designation

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
  • Knowledge of retirement plans and investments preferred
  • Positive and optimistic attitude

Benefits

  • Generous benefits package
  • Flexible work schedules
  • Opportunity to be involved in community outreach
  • Tuition reimbursement

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