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

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. 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 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 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 Schedule Full-time, role based in Miami, FL Standard weekday hours with flexibility for prospect calls and advisor support 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. 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 Guerra Core Values 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 #J-18808-Ljbffr Guerra Wealth Advisors