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Bilingual Appointment Specialist – Financial Services

Job in Miami, Miami-Dade County, Florida, 33222, USA
Listing for: Guerra Wealth Advisors
Full Time position
Listed on 2026-10-18
Job specializations:
  • Sales
    Bilingual
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 65000 - 80000 USD Yearly USD 65000.00 80000.00 YEAR
Job Description & How to Apply Below

Guerra Wealth Advisors, based in Miami, FL, seeks an Appointment Setter to engage firm-provided warm leads, qualify prospects, and schedule appointments for our financial advisors. This role centers on high-volume outbound calling, relationship building, and appointment conversion.

The ideal candidate has 1–3 years in phone sales or appointment setting and is bilingual in English and Spanish. In-office role with base salary, uncapped commissions, and performance bonuses.

As a Bilingual Appointment Specialist – Financial Services, you will play an important part at Guerra Wealth Advisors in Miami, FL, United States.

This opportunity is part of our work in Human Resources, Sales.

The advertised compensation is 65.000 - 80.000.

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

Learn more about the Bilingual Appointment Specialist – Financial Services role in the description above.

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