About this role
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.
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, goal-driven, client-focused environment, and 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.
“Start in sales department today, step into advisory role tomorrow.”
Role:
The 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 .
This is perfect for professionals with 1–3 years of sales or client-facing experience who are ambitious, goal-oriented, and looking to advance into an advisory role.
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Responsibilities:
- 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
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Requirements:
- 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.
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What We Are Expecting:
- 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.
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Schedule:
- Full-time, role based in Miami, FL .
- Standard weekday hours with flexibility for prospect calls and advisor support.
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Compensation:
$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.
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Benefits:
- 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
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Guerra Core Values
These are the heart and soul of Guerra Wealth Advisors. The right person for this role will not just understand these values — they’ll live them daily.
- 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.
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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.
Connect with Talent Acquisition:
Melissa Mills
Tel.: (305) 393 - 8759
[email protected]