Inside Sales Specialist ($80,000 - $100,000+)

Job Description

Job Description

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.”​​

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.

• 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

• 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.

• 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.

$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.

• 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

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.

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.

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