Internal Wholesaler
HybridDallas, Texas, United States
Job Summary
Develop an annual business plan and execute consultative sales strategies to build relationships with Independent Financial Advisors, RIAs, and Private Wealth advisors in your assigned territory. Maintain high calling activity through cold and warm outreach to generate a robust pipeline of financial professionals, while documenting all advisor activity and updating CRM databases. Position GuideStone Funds' mutual funds within clients' portfolios by executing ongoing contact plans and partnering with the Regional Director to capitalize on qualified leads. Support department-wide initiatives including marketing strategy design, budget development, and reporting processes, while identifying cross-sell opportunities for other GuideStone products. Maintain professional development and complete confidentiality regarding business matters.
Required Qualifications
- Active FINRA licenses (Series 6, Series 7 preferred, and Series 63)
- 2 to 5 years of experience in financial services sales or advisory, preferably in inside sales roles
- Strong alignment with evangelical Christian values and GuideStone's mission
- Ability to build consultative relationships and communicate effectively with financial advisors
- High initiative, self-motivation, and ability to work independently
- Familiarity with CRM platforms
- Professional maturity and desire for long-term career development
- Participate in occasional travel (up to 25%) for training and events
- Proficient skills in MS Office and appropriate GuideStone system applications
- Must have complete confidentiality regarding GuideStone business matters
Desired Qualifications
- Series 7 preferred
- Series 63
- Preferred experience with firms like Edward Jones, LPL or Ameriprise, with insight into their sales structure and advisor training programs
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