Relationship Manager - Retirement

Description

Experience GuideStone!

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.

 

 

The Retirement Relationship Manager is to serve as GuideStone’s primary contact for assigned church and select institutional relationships, delivering effective plan consultation, driving member and ministry partner (plan sponsor) engagement, and ultimately growing revenue and promoting retention. RMs work to help educate plan sponsors, understand their needs and design plans to meet those needs while attempting to drive better retirement outcomes for plan members, with the vision of seeing every servant of Christ finish well. This position is responsible for assets under management as a result of new plan implementation, member enrollments, increased contributions, as well as inbound rollovers and retail offerings within assigned relationships. Relationship Managers may also have market segment leadership or supporting market segment team roles and other special projects.

What You'll Do:

• Foster relationships at all levels of the ministry partner’s organization, serving in a consultative capacity through regularly communicating legal and technical benefit-related information and support to plan sponsor’s executive management,  business services and human resource personnel as well as overseeing the delivery of sales, education, and servicing needs of all related plan participants and prospects.  Essential duties may include regularly conducting site visit field presentations, webinars, and providing field-based and virtual consultations.
• Manage assigned plan sponsor relationships, building relationships with decision-makers and human resource contacts to understand their organizational goals and objectives. Also, develop a strategy to meet those objectives, and ultimately help better prepare plan members for retirement. Types of plans include 403(b)(9), 403(b)(7) and ERISA and Church 401(k) plans, deferred compensation plans and defined benefit plans.
• Execute the assigned Ministry Partner service model for each assigned account, which can include the Annual Plan Review, education, leadership touchpoints and other key services.
• Coordinate with marketing to create market segment, customer specific or stage-of-live marketing that meets retirement objectives.
• When applicable, educate plan advisor/consultant or internal committee on GuideStone’s value proposition and serve them in a manner that strengthens employee outcomes and retains the plan.
• As applicable, coordinate sales, education, and servicing needs with GuideStone State Representatives and Associates for churches and seminaries within their states to meet goals.  Provide them with orientation training and work with them regularly to strengthen and enhance their knowledge and use of GuideStone’s education, sales and service materials, CRM and strategies in their states. 
• Maintain CRM database and records on a timely basis related to all assigned ministry partner contact and the results of all sales, education and service campaigns.
• Seek to retain all assigned plan sponsors, participants and their related assets under management.
• Represent GuideStone at employer-sponsored benefit fairs, national, state, regional and associational events sponsored by SBC, other churches and/or denominations, and other affinity organizations when significant participation by plan members and/or prospects warrants a GuideStone presence.
• Discover SBC and XM prospects for GuideStone’s retirement, retail, institutional investing, property and casualty, and insurance products plans and services.
• Act as liaison for all service request needs to Retirement or Insurance Operations personnel and all prospect follow-up information to appropriate personnel in Wealth Management, Business Development, and Insurance.
• Conduct introductory handoffs of any assigned retirement plan members who may be more fully served by one of GuideStone’s advisors in our Wealth Management area.
• Promote Mission Dignity by seeking to discover potential donors and recipients.
• Work effectively with internal resources and self-serve in planning travel, shipping materials and coordination of various reporting requirements.
• Participate in planning, training and continuing education activities.
• Coordinate with internal groups at GuideStone to address and respond to: regulatory, fiduciary, operational, and service model pricing issues.

• Represent Retirement Solutions on special projects and workgroups as needed.

• Other duties may be assigned.

What You'll Need:

• 3+ years of financial services or other relevant experience required
• Bachelor’s degree.
• Master’s degree preferred.
• Travel is 40%-60% annually.
• CRPC, or CFP, and/or CEBS are preferred.
• Proficient PC skills in MS Office and appropriate GuideStone system applications.
• Competent in use of webinar presentation media
• Must be a member of a Southern Baptist Church.
• Knowledge of the Southern Baptist Convention, state conventions, associations, and churches.
• Proven ability to deliver executive-level presentations and provide strategic consulting to senior leadership and board members
• Comprehensive business knowledge: marketing, relationship management, customer service, and public relations.
• Comprehensive knowledge of financial support planning issues for ministers and churches: tax reporting for ministers; social security issues for clergy; federal reporting requirements for churches; tax treatment of protection benefits; housing allowance; and business-related expenses.
• Comprehensive knowledge of GuideStone retirement, GuideStone Funds, web capabilities, and benefits and compliance information.  Strong working knowledge of plan design and consulting approaches as well as understanding of the various retirement plans GuideStone offers and their key provisions, appropriate usage and impact to plan compliance and participant outcomes.
• Working knowledge of GuideStone Insurance plans and Mission Dignity services.
• Demonstrate strong organizational skills, multi-tasking abilities and a high level of personal motivation to take self-directed action.
• Communication skills:  Verbal, writing, listening, effective presentations and teaching.
• Technical skills such as: operation of personal computer, cell phone and webinar software
• Ability to closely monitor annual travel/promotional budget.
• Ministry skills: Compassion; empathy; encouragement; and motivation.
• Must have complete confidentiality regarding plan sponsor and participant personalized data and all GuideStone business related information.
• Series 6 and 63 securities license
• Must present professional appearance

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