Financial Specialist; Phone Sales

Financial Specialist (Phone Sales)

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 blends 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, want a clear path to grow into an advisor within the next couple of years, 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 1–3 years of sales or client‑facing experience
, strong closing skills, and the drive to advance into a financial advisor role. You’ll collaborate closely with the advisory team to fill their calendars with high‑quality meetings, directly contributing to the firm’s growth while building the skills needed for long‑term career progression.

• 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

• 1+ 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

• 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

• Full‑time, role based in Miami, FL
• Standard weekday hours with flexibility for prospect calls and advisor support

$60,000–$90,000 Annually (Base Salary + Uncapped Commission + Bonuses)

Competitive pay structure with uncapped earning potential based on performance and appointments scheduled.

• 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

• 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

Apply today and help us drive growth and success at Guerra Wealth Advisors.