Inside Sales Specialist
Guerra Wealth Advisors
Inside Sales Specialist
Guerra Wealth Advisors
Wealth management and financial planning
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.
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)
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.
Connect with Talent Acquisition:
Melissa Mills
Tel.: (305) 393 - 8759
[email protected]
Wealth management and financial planning
Guerra Wealth Advisors helps people grow and protect their money through customized financial plans and one-on-one guidance. An advisor asks about finances, goals, and risk tolerance and then creates a tailored plan that covers investments, retirement, taxes, and cash-flow management, explaining it clearly and updating it as needs change. The firm differentiates itself with more than 35 years of community-focused service and a commitment to transparency and integrity, offering personalized, long-term planning rather than generic, one-size-fits-all advice and building strong local relationships. Its goal is to help clients prosper by growing and safeguarding their wealth while keeping them informed so they can reach their financial objectives.
Explore more opportunities at Guerra Wealth Advisors