Guerra Wealth Advisors
Join to apply for the
Financial Specialist (Phone Sales)
role at
Guerra Wealth Advisors
2 days ago Be among the first 25 applicants
At
Guerra Wealth Advisors , we’re on a mission to redefine retirement planning and elevate how families experience holistic wealth management. With over three decades of excellence serving clients in South Florida and nationwide, we’ve built a boutique firm that combines world‑class financial expertise with a deeply personal touch. We don’t just advise — we educate, empower, and guide families toward financial confidence. Our team creates opportunities for clients to take control of their financial futures, and that’s where you come in. If you thrive in a
sales‑driven, client‑focused environment
and want to make a meaningful impact, Guerra Wealth Advisors is calling your name.
The
Financial Specialist (Phone Sales)
is the bridge between prospects and their future financial freedom. With warm leads provided,
NO cold calling is required , allowing you to focus on building relationships, qualifying prospects, and scheduling appointments for our financial advisors. This role is perfect for someone with strong
closing skills , a proven sales record, and a passion for helping people achieve financial success. You’ll work closely with the advisory team to fill their calendars with high‑quality meetings, contributing directly to the firm’s growth.
Responsibilities
Call prospects and schedule appointments for financial advisors
Qualify leads by gathering financial data and assessing prospect needs
Consistently follow up to maintain engagement and maximize conversion
Track progress, including calls made, appointments set, and appointments kept
Represent Guerra professionally during seminars, workshops, and outreach
Keep CRM records up to date with prospect interactions and notes
Work proactively to meet business goals and team performance targets
Assist with administrative tasks and team projects as needed
Pursue ongoing education to enhance financial knowledge and sales skills
Requirements
2+ years of experience in a sales or closing role (appointment setting preferred)
Bilingual in English and Spanish preferred (verbal and written)
Financial industry experience is a plus
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
$90,000–$125,000 annually (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 for certifications and licenses (Guerra Growth Lab)
Career advancement within a growing, established firm
Culture of continuous learning and professional growth
Guerra Core Values
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.
#J-18808-Ljbffr
Financial Specialist (Phone Sales)
role at
Guerra Wealth Advisors
2 days ago Be among the first 25 applicants
At
Guerra Wealth Advisors , we’re on a mission to redefine retirement planning and elevate how families experience holistic wealth management. With over three decades of excellence serving clients in South Florida and nationwide, we’ve built a boutique firm that combines world‑class financial expertise with a deeply personal touch. We don’t just advise — we educate, empower, and guide families toward financial confidence. Our team creates opportunities for clients to take control of their financial futures, and that’s where you come in. If you thrive in a
sales‑driven, client‑focused environment
and want to make a meaningful impact, Guerra Wealth Advisors is calling your name.
The
Financial Specialist (Phone Sales)
is the bridge between prospects and their future financial freedom. With warm leads provided,
NO cold calling is required , allowing you to focus on building relationships, qualifying prospects, and scheduling appointments for our financial advisors. This role is perfect for someone with strong
closing skills , a proven sales record, and a passion for helping people achieve financial success. You’ll work closely with the advisory team to fill their calendars with high‑quality meetings, contributing directly to the firm’s growth.
Responsibilities
Call prospects and schedule appointments for financial advisors
Qualify leads by gathering financial data and assessing prospect needs
Consistently follow up to maintain engagement and maximize conversion
Track progress, including calls made, appointments set, and appointments kept
Represent Guerra professionally during seminars, workshops, and outreach
Keep CRM records up to date with prospect interactions and notes
Work proactively to meet business goals and team performance targets
Assist with administrative tasks and team projects as needed
Pursue ongoing education to enhance financial knowledge and sales skills
Requirements
2+ years of experience in a sales or closing role (appointment setting preferred)
Bilingual in English and Spanish preferred (verbal and written)
Financial industry experience is a plus
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
$90,000–$125,000 annually (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 for certifications and licenses (Guerra Growth Lab)
Career advancement within a growing, established firm
Culture of continuous learning and professional growth
Guerra Core Values
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.
#J-18808-Ljbffr