Senior Rollover Specialist

Guidestone Financial Resources Dallas , TX 75201

Posted 3 weeks ago

GuideStone is a diverse financial services organization that services more than 200,000 clients nationwide in the faith-based marketplace. We offer 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 in Dallas, Texas. 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. We offer employees a generous benefits package, flexible work schedules, the opportunity to be involved in community outreach and tuition re-imbursement.

The main objective of this position is to assist with participant acquisition, rollover-in assets for both new and existing plans as well as sales of GuideStone's retail products. Position will support the work of the department by providing strategies and services in a manner that increases the perceived value of GuideStone as the premier provider of financial strategies to those we serve.

What you will do:

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

  • Work directly with new and existing clients to secure rollovers/transfers and retail assets, maximizing the participant experience.

  • Assist participants through the roll-in process by obtaining authorization on rollover paperwork, contacting plan providers and administrators or working directly with financial intermediaries.

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

  • Support Personal Advisors and Advisors in the consolidation of assets.

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

  • Build strong product knowledge of GuideStone retirement and investment products.

  • Actively and clearly communicate with all clients and constituents, effectively utilizing CRM to document client interactions.

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

  • 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.

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

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

  • Must meet and maintain established performance standards.

  • Assist Personal Financial Advisors and Advisors as needed to resolve problems with client accounts or to update account or contact maintenance items in CRM.

  • 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.

  • Effectively create and manage customer contacts through the use of the CRM system, ensuring that all current and future opportunities are documented and followed up on appropriately.

  • Participate in special projects and other tasks as assigned; other duties may be assigned.


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

  • Travel up to 10% annually, as needed, in order to support large institutional conversions.

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

  • 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.

  • 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.

  • Ability to keep CRM input update to date and utilize reporting functionality.

  • 6 (or 7) &63.

  • Desire to attain CFP designation in the future.

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All materials will be kept confidential. GuideStone Financial Resources is an equal opportunity employer.

Copyright , GuideStone. All Rights Reserved.

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Senior Rollover Specialist

Guidestone Financial Resources