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
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] 
