Role:The
Inside Sales Specialist engages warm leads and sets appointments for our financial advisors. You'll focus on
relationship-building, qualifying leads, and contributing directly to the firm's growth.
This is perfect for professionals with
1-3 years of sales or client-facing experience who are ambitious, goal-oriented, and looking to advance into an advisory role.Responsibilities:
- Contact prospective clients and schedule advisor meetings
- Collect financial information and assess needs
- Maintain consistent follow-up to drive conversions
- Keep CRM records updated and accurate
- Collaborate with advisory and administrative teams
- Represent Guerra professionally at events
- Assist with team projects and administrative tasks
- Continue learning to enhance financial knowledge and sales skills
Requirements:- 1+ years of experience in a sales or closing role (appointment setting and/or phone sales preferred).
- 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:- High-quality appointments scheduled for financial advisors.
- Accurate and timely CRM updates and prospect tracking.
- Measurable contribution to business growth through sales performance.
- Strong collaboration with advisory and administrative teams.
- Professional, client-focused communication at all times.
Schedule:- Full-time, role based in Miami, FL.
- Standard weekday hours with flexibility for prospect calls and advisor support.
Compensation:$80,000-$100,000+ Annually All-in (Base Salary + Uncapped Commission + Bonuses)Competitive pay structure with uncapped earning potential based on performance and appointments scheduled.Benefits:
- Base salary plus uncapped commission and performance incentives
- Referral and business development bonuses
- 401(k) with company match
- Health insurance, Vision and Dental options
- 20+ combined PTO days (vacation, sick, floating holidays, paid holidays, birthday PTO)
- Sponsored industry training and conference attendance
- Access to personal financial planning services
- Bonus compensation plus Learning & Development PTO for certifications and licenses (Guerra Growth Lab)
- Sponsorship and support to obtain your Series 65 license (required within the first 6 months of employment)
- Sponsorship and support to obtain your Florida Life, Health & Annuities (2-14) license (required within the first 6 months of employment)
- Career advancement within a growing, established firm
- Culture of continuous learning and professional growth plan
Guerra Core ValuesThese are the heart and soul of Guerra Wealth Advisors. The right person for this role will not just understand these values - they'll live them daily.
- Always Be Learning: Growth is constant. We stay curious, improve relentlessly, and never stop getting better at our craft.
- Your Words Matter: Speak with clarity and intent. Every word builds trust - or breaks it.
- All for One, One for All: We win together. No egos, no silos - just teamwork and shared accountability.
- Take Ownership and Accountability: Own the outcome. No excuses. Follow through and get it done.
- Do the Right Thing: Integrity first, always. Choose what's right over what's easy - even when no one's watching.
If you're ready to leverage your
sales expertise to help clients take control of their financial futures - and earn uncapped income while doing it - this is your opportunity.
Apply today and help us drive growth and success at Guerra Wealth Advisors.
Connect with Talent Acquisition:
Melissa Mills
Tel.: (305) 393 - 8759
[email protected] 
