Appointment Setter; Phone Sales

Guerra Wealth Advisors Appointment Setter

Guerra Wealth Advisors is a boutique retirement planning firm dedicated to helping families achieve financial clarity and confidence. For more than 30 years, we've combined personalized service with comprehensive financial planning to create meaningful, lasting relationships with our clients.

We're looking for someone who thrives in a fast-paced, sales-driven environment and enjoys connecting with people over the phone. If you're competitive, motivated by results, and looking for an opportunity to grow within financial services, we'd love to meet you.

"Connect. Convert. Schedule. Succeed."

The Appointment Setter is responsible for engaging firm-provided warm leads, qualifying prospective clients, and scheduling appointments for our financial advisors. This role is centered around high-volume outbound calling, relationship building, objection handling, and appointment conversion - no cold prospecting.

You'll serve as the first point of contact for many prospective clients, creating a positive first impression while helping families take the first step toward financial confidence.

This position is ideal for professionals with 1–3 years of phone sales or appointment setting experience who are driven by performance, enjoy working toward measurable goals, and want to build a long-term career within the financial services industry.

• Make 90–100 outbound calls daily to warm leads and previous prospects
• Qualify prospective clients and schedule appointments for financial advisors
• Build rapport and confidently communicate the value of meeting with an advisor
• Handle objections using proven sales techniques and call frameworks
• Maintain consistent follow-up to maximize appointment conversions
• Keep CRM records accurate and up to date
• Confirm appointments to improve attendance and advisor productivity
• Collaborate with advisors and administrative teams to support scheduling priorities
• Support seminar, workshop, and marketing campaign outreach
• Assist with team projects and light administrative responsibilities
• Continue developing financial knowledge and sales skills through ongoing training

• 1–3 years of experience in phone sales, appointment setting, inside sales, or business development
• 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

• Consistent outbound call activity and prospect engagement
• High-quality appointments scheduled for financial advisors
• Accurate and timely CRM updates and prospect tracking
• Strong appointment confirmation and show-rate performance
• Measurable contribution to firm growth through appointment conversions
• Reliable follow-up and pipeline management
• Strong collaboration with advisory and administrative teams
• Professional, client-focused communication at all times

• Full-time, role based in Miami, FL. Must be able to work in-office.
• Standard weekday hours with flexibility for prospect calls and advisor support.

$65,000–$80,000 Annually all-in (Base Salary + Uncapped Commission + Performance Bonuses)

Benefits

• Base salary plus uncapped commission and performance incentives
• Referral and business development bonuses
• 401(k) with company match
• Health, Vision, and Dental insurance options
• 20+ combined PTO days (vacation, sick, floating holidays, company holidays, and 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 development

These are the heart and soul of Guerra Wealth Advisors. The right person for this role won't just understand these values—they'll live them every day.

Always Be Learning Growth is constant. We stay curious, improve relentlessly, and never stop getting better.

Your Words Matter Every conversation matters. We communicate with clarity, professionalism, and purpose.

All for One, One for All We succeed together through collaboration, accountability, and mutual support.

Take Ownership and Accountability Own your results, follow through, and do what it takes to succeed.

Do the Right Thing Lead with integrity, professionalism, and respect in every interaction.

If you're ready to build a rewarding sales career, earn uncapped income, and help families take the first step toward financial confidence, we'd love to hear from you.

Apply today and help drive the continued growth of Guerra Wealth Advisors.