Senior Retirement Plan Sales Manager

  • GuideStone Financial Resources
  • 5005 LBJ Freeway, Dallas, TX, USA
  • Jan 22, 2021
Full time Finance Management Nonprofit-Social Services Professional Services Sales

Job Description

What We Offer You!

Would you like to join a faith-based non-profit financial services organization that offers investment management, retirement, personal advisory services, insurance, and property and casualty solutions to the evangelical Christian community.  And, there’s more!  An award-winning* mutual fund company, GuideStone Funds – the nation’s largest Christian-screened registered mutual fund family-- offers a comprehensive fund line-up across most major asset classes.   We are an innovative organization located in Dallas, Texas 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 reimbursement.

Our retirement line of business serves institutions and churches, including hospitals, universities, seminaries, mission-sending organization, family services, and evangelical Christian ministries.

Institutional Retirement Plan Sales Manager

YOUR IMPACT: Position Highlights

Are you a dynamic self-starter, quick thinking with a real passion for excellence and strong communication skills?  We are looking for someone with retirement plan sales experience who thrives on engaging with others and successfully building relationships with plan sponsors and plan consultants alike, to grow our Retirement Solutions business.  In this role you will create or strengthen relationships with key decision makers or other influencers at institutional plan sponsors as well as plan consultants/advisors.  Your primary focus will be on business development primarily for 403b church plans for universities, hospitals, mission sending organizations and other faith-based ministries including an annual production requirement. It will be important for you to be able to identify not only professionally but also personally with our mission of serving those who serve the Lord.

How you will fulfill your potential:

  • Building and implementing the business plan to achieve growth/new business goals for large institutions by building senior/executive contacts with decision makers at targeted institutions and with plan consultants/investment advisory firms
  • Identifying key prospect and targets and demonstrating proficiency in both the discovery process and moving though the Know, Target, Prospect, Value, Commit stages
  • Assisting with lead generation marketing campaigns, cold calling, emails and RFPs
  • Developing and delivering sales presentations
  • Managing multiple facets of the sales process with multiple opportunities including coordinating meetings, content, follow- tasks, phone calls, proposals, presentations, commitment, and initial stages of onboarding
  • Inputting accurate and timely information into CRM relative to sales process and data necessary to create realistic sales and revenue projections
  • Seamlessly transition sold clients to the Relationship Manager/Client Service team
  • Providing input on market trends, competitor analysis or other business insight gathered in the field
  • Teaming with GuideStone’s Director of Intermediary Distribution in the plan consultant marketplace
  • Assisting Retirement Relationship Managers on retention and participating on key initiatives within the company will be important to success.

IMPORTANT SKILLS AND EXPERIENCE We’re looking for:

  • 10 + years of large- retirement plan sales or relationship management
  • In depth knowledge of retirement plan products and services, preferably within the institutional not-for-profit retirement services market
  • A competitive personality with strong problem-solving skills
  • Ability to quickly establish trust and confidence
  • Strong knowledge of 403(b)(9) plans required, church plan knowledge helpful
  • Possess keen business insight and results driven
  • Track record of business development through new plan sales and retention
  • Ability to communicate effectively: strong written and oral presentation skills
  • Persuasive and compelling style with experience at conflict resolution
  • Advanced ability to think analytically and act strategically
  • FINRA 6 & 63 licenses

OTHER QUALIFICATIONS That are valuable

  • Active participation in an evangelical church

*The entire GuideStone Funds family won the Lipper Fund Award for 2012 Best Overall Small Company over 3 years (out of 26 eligible as of November 30, 2011). Moreover, the entire GuideStone Funds family won the Lipper Fund Award for 2019 Best Overall Small Company over 3 years (out of 29 eligible as of November 30, 2018). Based on risk-adjusted return.

From Lipper Fund Awards from Refinitiv, © 2019 Refinitiv. All rights reserved. Used under license.

As of September 30, 2020, GuideStone Funds® has $14.9 billion in assets, which makes GuideStone Funds the nation’s largest faith-based mutual fund family. No other faith-based fund family exceeds GuideStone Funds in asset size.