Customer Solutions Specialist - Retirement

Published on 06/18/2024Guide Stone - Dallas, TX
Full Time


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 participants
  • Educate participants 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:

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


What you will need:

  • Bachelor’s degree in business or equivalent work experience
  • 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



About Guide Stone

GuideStone is a diversified Christian financial services provider, offering retirement, insurance, investment management, property and casualty coverage, and executive planning products and services to the Southern Baptist and wider evangelical Christian community. GuideStone sponsors the nation’s largest Christian-screened registered mutual fund family and is located in Dallas, Texas.

LocationDallas, TX 75244

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