Financial Specialist; Phone Sales

Join to apply for the Financial Specialist (Phone Sales) role at Guerra Wealth Advisors
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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.

• 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

If you’re ready to leverage your sales expertise to help clients take control of their financial futures — and earn uncapped income while doing it — this is your opportunity. Apply today and help us drive growth and success at Guerra Wealth Advisors.