Internal Wholesaler

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.

 

 

Job Summary

Are you a values-driven sales professional with a passion for financial services and a desire to grow within a mission-oriented organization? GuideStone is seeking an Internal Wholesaler to join our investment sales team. This role offers a unique opportunity to work within a faith-based investment platform that prioritizes integrity, purpose, and long-term career development. You’ll be part of a team that doesn’t just sell products—it builds lasting relationships with financial advisors and helps shape portfolios that reflect our values.

 

GuideStone is committed to supporting your professional growth. Through hands-on experience, mentorship, and exposure to a variety of sales strategies, you’ll have the opportunity to develop your skills and prepare for future advancement within the organization.

 

What You'll Do

• Build and maintain consultative relationships with RIA and private wealth advisors

• Develop and execute annual business plans to drive sales and growth

• Conduct high-volume outreach via calls and e-marketing to generate leads

• Qualify and follow up on advisor relationships to position GuideStone Funds

• Document all activity in CRM and maintain accurate records

• Collaborate with external sales consultants and marketing teams

• Represent GuideStone with integrity at conferences and client meetings

• Participate in occasional travel (up to 25%) for training and events

• Contribute to marketing strategy and identify cross-sell opportunities

• Engage in ongoing professional development and product knowledge

What You'll Need

• Active FINRA licenses (Series 6 or 7 [preferred], and 63 or 66)

• Proven 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

• Preferred experience with firms like Edward Jones, LPL or Ameriprise, with insight into their sales structure and advisor training programs

 

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