The Advisor position will advise clients, sell GuideStone’s investment products, and retain assets. The 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.
The essential duties and responsibilities are:
Sell GuideStone’s retirement and investment services products, advise clients and retain assets.
Facilitate client rollovers/transfers and retail assets for GuideStone clients to support the business and key accounts.
Build strong product knowledge of all GuideStone products including, but not limited to, retirement, retail, MAP, Nonqualified Deferred Compensation and all advice tools and components necessary to plan, recommend, and deliver customized solutions to meet client’s financial goals and objectives.
Actively and clearly communicate with all clients and constituents, effectively utilizing CRM to profile, implement and monitor client relationships, as well as, a mechanism for knowledge sharing amongst the team.
Handle customer inquiries and problems, working to effective resolution in a way that strengthens the relationship.
Facilitate enrollments and other product/account onboarding as needed.
Accomplish tasks primarily via outbound calls and focused on growing and retaining assets as well as providing client advice; occasionally this will be accomplished via face to face meetings, web meetings, or at offsite seminars, meetings or conventions.
Build and maintain trusted relationships with our clients, working with them to provide the full breadth of personal financial strategies and services that GuideStone has to offer through the use of our five phase iterative service model: Awareness, Profile, Plan, Implement, Monitor.
Awareness: Continually building knowledge, education, and a call to action regarding GuideStone, its products and services
Profile: Develop client profile information to utilize in all phases of the service model.
Plan: Utilize client conversations, processes, tools and other products to assist in advising and/or planning all phases of a client’s life including, accumulating, preserving and retirement income distribution planning.
Implement: Assist clients in implementing their investment or retirement income planning strategy, taking into account their time horizons and tolerance for risk, proactively engaging them to deepen relationships.
Monitor: Conduct annual portfolio health check to monitor client results against goals and resolve client issues. Proactively converse with clients utilizing phone, email and occasionally in person meetings to understand and track their expectations, goals and measurement against goals, including providing account level reporting as needed.
Meet and maintain established performance standards.
Assist Customer Relations with incoming calls as needed.
Balance management of sales, planning, general customer follow-ups with administrative tasks, focusing on productivity and meeting objectives and goals of clients as well as those of the position.
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.
Participate in special projects and other tasks as assigned; other duties may be assigned.
Overtime as required.
Bachelor’s degree in finance, business or equivalent work experience.
FINRA license6 (or 7), 63 and 65 (or 66) required.
CFP preferred; exempts FINRA license 65
Proficient PC skills in MS Office and appropriate GuideStone system applications, including Guided Planning Services.
Southern Baptist Church membership preferred. Must be sensitive to the ministry and the clients we serve.
Strong sales, relationship management and effective listening skills with ability to identify client needs and match delivery services to perceived client value.
Minimum of 3 to 5 years of relationship management or other financial services sales and client delivery experience recommended.
Two years in a call intensive environment is preferred.
Experience with a financial planning process and tool preferred.
Experience working with 403(b) or 401(k) retirement plans; Knowledge of defined contribution plans and defined benefit plans that include: plan provisions, legal requirements and restrictions, documentation requirements, investment funds and allocation choices, contribution limits and retirement benefit options.
Proven track record of success in mutual fund sales as well as knowledge of procedures, policies, and regulations surrounding the sale of securities.
Communicate/understand available investment vehicles, investment fund advice, and retirement income gap analysis to a wide range of educational levels.
Expertise in ministers’ tax issues and rules related to various savings plans/arrangements.
Must be highly skilled in personal relationship building in order to foster and build a strong trust relationship between GuideStone and all prospects.
Ability to manage multiple tasks and handle high levels of stress in a rapidly changing environment.
Personal attributes should include creativity, organizational skills, enthusiasm, flexibility and self-motivation with a strong work ethic.
Strives to exceed monthly contact and enrollment goals. Must be able to up sell, overcome objections and close sales.
Ability to maintain complete confidentiality regarding GuideStone business matters.
Ability to keep CRM input update to date and utilize reporting functionality.
Since 1918, GuideStone has been committed to serving those who serve the Lord with the integrity of our hearts and the skillfulness of our hands. Our service offerings are well-diversified to help meet your financial needs, including:•Retirement•Insurance•Investments•Property & CasualtyGuideStone also sponsors the nation's largest Christian-screened mutual fund family — GuideStone Funds — which allows investors to align their investments with their values.
Formed in 1974, the Independent Bankers Association of Texas (IBAT) represents Texas community banks. The Austin-based group is the largest state community banking organization in the nation, with membership comprised of more than 2,000 banks and branches in 700 Texas communities. Providing safe and responsible financial services to all Texans, IBAT member bank assets range in size from $10 million to $20 billion with combined assets statewide of nearly $165 billion. IBAT member banks are committed to supporting and investing in their local communities.