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

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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.

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.

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]](/cdn-cgi/l/email-protection)**