Inside Sales Specialist

Meet Guerra Wealth Advisors

At Guerra Wealth Advisors, we’re on a mission to redefine retirement planning and elevate how families experience holistic wealth management. With over 40 years 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.

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.

• 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

• 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

• 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

$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.

• 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

• 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