GuideStone Financial Resources
Dallas, TX
* *MUST BE A MEMBER OF A SOUTHERN BAPTIST CHURCH.
* *Bachelor’s degree with a major in finance, business administration, marketing, management, mathematics, or other related field, preferred.
* *CEBS, CFP, CFA, and/or CLU/CFC , preferred
* *Series 6 and 63 licenses.
* *Proficient PC skills in MS Office and appropriate GuideStone system applications, including GuideStone CRM program.
* *Five years experience in financial services, sales and marketing and client service, preferably focused on institutional clients.
* *Comprehensive knowledge of and ability to communicate investment management philosophy, investment funds, strategies and processes, retirement plans, executive benefit arrangements and financial planning concepts to institutional executive officers and management in both written and verbal form.
* *Working knowledge of sales and management principals.
* *Working knowledge of current investment and SEC legal environments.
* *Working knowledge of current retirement and pension legal environments.
* *General knowledge of industry trends including GuideStone competition and the products and services provided by these competitors.
* *Experience in marketing/management, Investment management, employee benefits/retirement plan administration, and/or financial services.
* *Public speaking skills with exposure to institutional investments and employee benefit communication with groups or via individual consultation.
* *Ability to travel 25% annually.
* *Ability to balance travel with GuideStone office work and personal commitments.
* *Excellent interpersonal skills with both internal and external customers.
* *Strong organizational skills.
* *Ability to think analytically.
* *Working knowledge of SBC organization, philosophy and history.
* *Working knowledge of all GuideStone products and services.
* *Total dedication to quality customer service and to developing client relationships.
* *Must have complete confidentiality regarding GuideStone business matters.
* *Effectively manage travel budget.