Posted on 11/15/2021GuideStone - Dallas, TX

Company Description

GuideStone

Position 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.

 

 

The Senior Rollover Specialist will assist with high-value asset acquisition through rollovers-in for both new and existing plans as well as sales of GuideStone’s retail products.  The position will serve a critical role in ensuring GuideStone Advisors  operates smoothly and efficiently and will team closely with the Retirement Solutions Relationship Managers, Customer Solutions and Retirement Services to communicate and deliver products and services to GuideStone clients and prospects.  Position will support the work of the department by providing strategies and services in a manner that supports GuideStone’s goal of being a premier provider of financial strategies to those we serve. 

 

What you will do:

  • Facilitate client rollovers/transfers for new and existing GuideStone clients.

    • Work directly with new and existing clients to secure rollover assets, maximizing the participant experience by obtaining authorization on rollover paperwork, contacting plan providers and administrators or working directly with financial intermediaries.

    • Support advisors in the consolidation of assets.

    • Build strong product knowledge of GuideStone retirement and investment products and deliver education on those products/solutions to meet client’s financial goals and objectives.

    • Handle customer inquiries and problems, working to resolve issues in a way that strengthens the relationship.

    • Facilitate enrollments and other product/account onboarding as needed.

  • Assist in driving efficiencies related to the position’s responsibilities to support the overall team goals for GuideStone Advisors.

  • Deliver superior customer service both to our external clients as well as to the rest of GuideStone Advisors and Relationship Managers in support of rollovers, enrollments, retail sales and advice appoints.

    • Actively and clearly communicate with all clients and constituents.

    • This is primarily accomplished via inbound and outbound calls; occasionally this may be accomplished via face-to-face or web meetings.

    • Occasionally participate in face-to-face or web meetings to assist the onboarding of a large new institutional client or at offsite seminars, meetings or conventions.

  • Must meet and maintain established performance standards.

  • Effectively use the CRM system.

    • Prioritize and track workflow and monitor results, assisting with reporting and analysis as needed.

    • Assist advisors as needed to resolve problems with client accounts or to update account or contact maintenance items in CRM.

    • Profile, implement and monitor client relationships.

  • Participate in and comply with all required firm and regulatory elements of the firm’s continuing education plan including the annual compliance meeting.

  • Stay up to date on industry issues and use that information to serve clients. 

  • As needed help with scheduling and administrative tasks within the department.

  • Participate in special projects and other tasks as assigned.

  • Overtime as required.

 

What you will need:

  • Bachelor’s degree in finance, business or equivalent work experience.

  • Travel up to 10% annually, as needed, in order to support state conventions and plan sponsor activities.

  • Proficient PC skills in MS Office and applicable GuideStone system applications.

  •  Membership in a Southern Baptist Church strongly preferred. 

  • Strong sales, relationship management and effective listening skills with ability to identify client needs and match delivery services to perceived client value.

  • Experience with the rollover process preferred.

  • One or two years in a call intensive environment is preferred.

  • Preferred track record of success in mutual fund sales/service as well as knowledge of procedures, policies, and regulations surrounding the sale of securities preferred.

  • Excellent communication and phone speaking skills.

  • Basic knowledge of defined contribution plans a plus, including documentation required for various transactions.

  • Stay current on new retirement and retail investment products, as well as GuideStone products, publications and services.

  • Must be highly skilled in personal relationship building in order to foster and build a strong trust relationship between GuideStone and all clients and prospects.

  • Ability to manage multiple tasks and handle high levels of stress in a rapidly changing environment.

  • Personal attributes should include organizational skills, enthusiasm, flexibility and self-motivation with a strong work ethic.

  • Ability to maintain complete confidentiality regarding GuideStone business matters.

  • Series 6 & 63 (or equivalents)

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