Appointment Setter ($65,000 - $110,000+)

Role: The Appointment Setter is responsible for engaging firm-provided warm leads, qualifying prospective clients, and scheduling appointments for our financial advisors. This role is centered around high-volume outbound calling, relationship building, objection handling, and appointment conversion - no cold prospecting. You'll serve as the first point of contact for many prospective clients, creating a positive first impression while helping families take the first step toward financial confidence. This position is ideal for professionals with 1-3 years of phone sales or appointment setting experience who are driven by performance, enjoy working toward measurable goals, and want to build a long-term career within the financial services industry. Responsibilities • Make 90-100 outbound calls daily to warm leads and previous prospects • Qualify prospective clients and schedule appointments for financial advisors • Build rapport and confidently communicate the value of meeting with an advisor • Handle objections using proven sales techniques and call frameworks • Maintain consistent follow-up to maximize appointment conversions • Keep CRM records accurate and up to date • Confirm appointments to improve attendance and advisor productivity • Collaborate with advisors and administrative teams to support scheduling priorities • Support seminar, workshop, and marketing campaign outreach • Assist with team projects and light administrative responsibilities • Continue developing financial knowledge and sales skills through ongoing training Requirements • 1-3 years of experience in phone sales, appointment setting, inside sales, or business development • Bilingual in English and Spanish required (verbal and written). • Financial industry experience is a plus, not required. • Relevant certifications/licenses (SIE, 2-15, 2-14) are a plus. • Excellent interpersonal skills with the ability to build rapport and trust. • Self-motivated, goal-oriented, and eager to grow professionally. • Tech-savvy with the ability to quickly learn new systems and processes. • Team-player mindset with a professional, service-focused attitude. What We Are Expecting • Consistent outbound call activity and prospect engagement • High-quality appointments scheduled for financial advisors • Accurate and timely CRM updates and prospect tracking • Strong appointment confirmation and show-rate performance • Measurable contribution to firm growth through appointment conversions • Reliable follow-up and pipeline management • Strong collaboration with advisory and administrative teams • Professional, client-focused communication at all times Schedule • Full-time, role based in Miami, FL. Must be able to work in-office; Monday thru Friday 9am to 6pm. Compensation $65,000-$110,000 Annually all-in (Base Salary + Uncapped Commission + Performance Bonuses) Benefits • Base salary plus uncapped commission and performance incentives • Referral and business development bonuses • 401(k) with company match • Health, Vision, and Dental insurance options • Long-term and Short-term disability • 20+ combined PTO days (vacation, sick, floating holidays, company holidays, and birthday PTO) • Sponsored industry training and conference attendance • Access to personal financial planning services • Bonus compensation for certifications and licenses (Guerra Growth Lab) • Career advancement within a growing, established firm • Culture of continuous learning and professional development If you're ready to build a rewarding sales career, earn uncapped income, and help families take the first step toward financial confidence, we'd love to hear from you. Apply today and help drive the continued growth of Guerra Wealth Advisors. Connect with Talent Acquisition Melissa Mills Tel.: Email: [email protected]