Internal Wholesaler

GuideStone is 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.

Benefits

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

Responsibilities

• Develop a business plan annually and devise the necessary activities, strategies, and tactics to achieve goals and grow the business accordingly.
• Proactively develop consultative relationships with Independent Financial Advisors, RIA, and Private Wealth advisors in assigned territory through a combination of cold calls, warm calls, and e-marketing.
• Maintain consistently high calling activity to develop an expansive active prospect pipeline of financial professionals.
• Qualify, follow up, and leverage relationships developed through these initiatives to position the GuideStone Funds.
• Maintain and expand existing relationships in assigned regional territory by executing proactive, creative, and ongoing contact.
• Document all advisor activity in CRM, update CRM advisor database for assigned territory, and keep an up-to-date and accurate Outlook calendar.
• Partner with the Regional Director to capitalize on qualified advisor leads while providing territory-specific information to initiate call campaigns.
• Represent and serve GuideStone with integrity to support and further its mission and values.
• Assist the Director of Investment Sales with other department-wide projects such as marketing strategy design, budget development and tracking, reporting processes, and other activities as assigned.
• Maintain professional development and ongoing personal education/growth.
• Identify cross-sell opportunities of other GuideStone products and services.
• Work in unison with the Client Services area of GuideStone Capital Management.
• Other duties may be assigned.

Requirements

• Active FINRA licenses (Series 6, Series 7 preferred, and Series 63)
• 2 to 5 years of experience in financial services sales or advisory, preferably in inside sales roles
• Strong alignment with evangelical Christian values and GuideStone’s mission
• Ability to build consultative relationships and communicate effectively with financial advisors
• High initiative, self-motivation, and ability to work independently
• Familiarity with CRM platforms
• Professional maturity and desire for long-term career development
• Preferred experience with firms like Edward Jones, LPL, or Ameriprise, with insight into their sales structure and advisor training programs
• Participate in occasional travel (up to 25%) for training and events
• Proficient skills in MS Office and appropriate GuideStone system applications
• Must maintain complete confidentiality regarding GuideStone business matters