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17 Guidestone Customer Service Representative Jobs Hiring Near You

GuideStone

Internal Wholesaler

Dallas, TX · On-site

Represent and serve GuideStone with integrity so as to both support and further its mission and ... Work in unison with the Client Services area of GuideStone Capital Management. What You'll Need:

GuideStone

Wealth Advisor

Dallas, TX · On-site

Provide faith-aligned solutions as appropriate by service level in support of GuideStone's mission and vision. * Drive continuous improvement of quality and/or efficiency in systems, processes and ...

GuideStone

Senior HR Business Partner

Dallas, TX · On-site

Partners with stakeholders to deliver value-added services which enable GuideStone to deliver on its ministry and business assignment. Serves as a trusted advisor to business leaders on HR processes ...

GuideStone

Associate Data & Reporting Analyst

Dallas, TX · On-site

Experience GuideStone! We are an innovative organization that invests in the spiritual, relational ... Improve visibility into capacity, service levels, efficiency, advisor satisfaction, and performance ...

GuideStone

Senior Nurse Clinical Advocate

Dallas, TX · On-site

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 ...

GuideStone

Manager, Web Content

Dallas, TX · On-site

Experience GuideStone! We are an innovative organization that invests in the spiritual, relational ... customers across B2B and B2C audiences. Success in this role requires a balance of hands-on ...

GuideStone

Senior Software Developer

Dallas, TX · On-site

$54 - $71.25/hr

Experience GuideStone! We are an innovative organization that invests in the spiritual, relational ... areas or services while proactively identifying and delivering improvements. What You'll Do:

GuideStone

Portfolio Accountant

Dallas, TX · On-site

Experience GuideStone! We are an innovative organization that invests in the spiritual, relational ... Reporting, Private Fund Accounting & Client Service * Produce monthly accounting, transaction, and ...

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Internal Wholesaler

Dallas, TX • On-site

GuideStone
201 - 500 employees
Learn more about GuideStoneexternal

Full-time

Re-posted 11 days ago

Key responsibilities

  • Develop and implement a business plan to achieve sales goals and grow the business.

  • Proactively build and maintain consultative relationships with financial advisors through calls, emails, and follow-up activities.

  • Document advisor interactions, update CRM, and collaborate with the Regional Director to leverage leads and execute call campaigns.

Job description

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.
GuideStone Funds Internal Wholesaler works to develop business for the GuideStone Funds through the Advisory and Institutional channels. The Internal Wholesaler builds RIA and private wealth advisor relationships though a consultative sales process. Working in partnership with these advisors, the Sales Consultant strives to position GuideStone Funds' array of mutual funds within clients' investment portfolios. We serve those that serve the Lord with the integrity of our hearts and the skillfulness of our hands. (Psalm 78:72)
What You'll Do:
  • 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 by 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 in territory
  • Document all advisor activity in CRM, update CRM advisor database for assigned territory and keep 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 so as to both support and further its mission and values.
  • Assist the Director of Investment Sales with other department-wide projects as assigned such as marketing strategy design,
  • budget development and tracking, reporting processes and other activities as assigned.
  • Maintain professional development and ongoing personal education/growth.
  • Other duties may be assigned.
  • Work to identify cross sell opportunities of other GuideStone products and services.
  • Work in unison with the Client Services area of GuideStone Capital Management.

What You'll Need:
  • 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 have complete confidentiality regarding GuideStone business matters.

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