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Bilingual Appointment Setter – Wealth Advisory; Miami
Job in
Miami, Miami-Dade County, Florida, 33222, USA
Listed on 2026-07-24
Listing for:
Guerra Wealth Advisors
Full Time
position Listed on 2026-07-24
Job specializations:
-
Sales
Appointment Setter/ Scheduler
Job Description & How to Apply Below
Guerra Wealth Advisors in Miami, FL is seeking an Appointment Setter to engage firm-provided warm leads, qualify prospects, and schedule appointments for our financial advisors. This role is focused on high-volume outbound calling, relationship building, and CRM maintenance.
Ideal candidates have 1–3 years of phone sales or appointment setting experience, are bilingual in English and Spanish, and are motivated to grow a long-term career in financial services.
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