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Customer Solutions Specialist - Retirement

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: GuideStone Financial Resources
Full Time position
Listed on 2026-03-12
Job specializations:
  • Customer Service/HelpDesk
    Customer Service Rep, Bilingual
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
Customer Solutions Specialist - Retirement page is loaded## Customer Solutions Specialist - Retirement locations:
Dallas, TXtime type:
Full time posted on:
Posted Yesterday job requisition :
R656##
**** Experience Guide Stone!
**** 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 Guide Stone inbound call center team. Customer Solutions is a fun, dynamic and team oriented environment. Our mission is “to serve Guide Stone's customers and prospects with integrity and accuracy through engaging conversations leading to valuable solutions that build trust in Guide Stone and its representatives.” We also have an outstanding, thorough and engaging training program.

In training, you will learn about Guide Stone’s different products and services and will be well equipped to perform the various job functions within your position. Guide Stone offers a hybrid work environment.
*
* What you will do:

*** Provide superior customer service to Guide Stone members
* Educate members on plan features and articulate retirement, tax and legal issues
* Explain Mutual Fund Investment vehicles and portfolio options
* Promote Guide Stone products through cross-selling
** Opportunities include the ability to:
*** Take on Special Projects including mentor new employees
* Develop into a promotional career path
* Obtain the FINRA Series 6 and 63 licenses
* Acquire the CRPC designation
*
* What you will need:

*** 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#LI-HM1#LI-Hybrid## ##
** Who We Are
** Guide Stone 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. Guide Stone sponsors the nation’s largest Christian-screened registered mutual fund family and is located in Dallas, Texas.

Guide Stone is one of the historic boards of the Southern Baptist Convention. Guide Stone’s religious convictions are a reflection of our commitment to observe and practice the teachings of Scripture. Our employment is guided by the Basic Beliefs of the Southern Baptist Convention:

The Southern Baptist Convention has a rich history of publicly declaring religious convictions common to Southern Baptist churches and ministry organizations cooperating together to share the gospel with a lost and dying world. These basic beliefs may be viewed at  and serve as the foundation for Guide Stone’s employment policies and procedures.##
*
* What We Offer:

** Flexible work schedules

Community outreach

Generous benefits package

Tuition reimbursement

Learn more about what we offer at
#J-18808-Ljbffr
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