Appointment Setter (Phone Sales) (65,000 80,000+)

Guerra Wealth Advisors is a boutique retirement planning firm dedicated to helping families achieve financial clarity and confidence. For more than 30 years weve combined personalized service with comprehensive financial planning to create meaningful lasting relationships with our clients.

Were looking for someone who thrives in a fast-paced sales-driven environment and enjoys connecting with people over the phone. If youre competitive motivated by results and looking for an opportunity to grow within financial services wed love to meet you.

Connect. Convert. Schedule. Succeed.

The Appointment Setter is responsible for engaging firm-provided warm leads qualifying prospective clients and scheduling appointments for our financial advisors. This role is centered around high-volume outbound calling relationship building objection handling and appointment conversion -
no cold prospecting.

Youll serve as the first point of contact for many prospective clients creating a positive first impression while helping families take the first step toward financial confidence.

This position is ideal for professionals with 13 years of phone sales or appointment setting experience who are driven by performance enjoy working toward measurable goals and want to build a long-term career within the financial services industry.

• Make 90100 outbound calls daily to warm leads and previous prospects
• Qualify prospective clients and schedule appointments for financial advisors
• Build rapport and confidently communicate the value of meeting with an advisor
• Handle objections using proven sales techniques and call frameworks
• Maintain consistent follow-up to maximize appointment conversions
• Keep CRM records accurate and up to date
• Confirm appointments to improve attendance and advisor productivity
• Collaborate with advisors and administrative teams to support scheduling priorities
• Support seminar workshop and marketing campaign outreach
• Assist with team projects and light administrative responsibilities
• Continue developing financial knowledge and sales skills through ongoing training

• 13 years of experience in phone sales appointment setting inside sales or business development

• Bilingual in English and Spanish required(verbal and written).

• Financial industry experience is a plus not required.

• Relevant certifications/licenses (SIE) 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.

• Consistent outbound call activity and prospect engagement
• High-quality appointments scheduled for financial advisors
• Accurate and timely CRM updates and prospect tracking
• Strong appointment confirmation and show-rate performance
• Measurable contribution to firm growth through appointment conversions
• Reliable follow-up and pipeline management
• Strong collaboration with advisory and administrative teams
• Professional client-focused communication at all times

• Full-timerole based in Miami FL. Must be able to work in-office.

• Standard weekday hours with flexibility for prospect calls and advisor support.

$65000$80000 Annuallyall-in(Base Salary Uncapped Commission Performance Bonuses)

Benefits

• Base salary plus uncapped commission and performance incentives
• Referral and business development bonuses
• 401(k) with company match
• Health Vision and Dental insurance options
• 20 combined PTO days (vacation sick floating holidays company holidays and birthday PTO)
• Sponsored industry training and conference attendance
• Access to personal financial planning services
• Bonus compensation for certifications and licenses (Guerra Growth Lab)
• Career advancement within a growing established firm
• Culture of continuous learning and professional development

These are the heart and soul of Guerra Wealth Advisors. The right person for this role wont just understand these valuestheyll live them every day.

Always Be Learning
Growth is constant. We stay curious improve relentlessly and never stop getting better.

Your Words Matter
Every conversation matters. We communicate with clarity professionalism and purpose.

All for One One for All
We succeed together through collaboration accountability and mutual support.

Take Ownership and Accountability
Own your results follow through and do what it takes to succeed.

Do the Right Thing
Lead with integrity professionalism and respect in every interaction.

If youre ready to build a rewarding sales career earn uncapped income and help families take the first step toward financial confidence wed love to hear from you.

Apply today and help drive the continued growth of Guerra Wealth Advisors.

Melissa Mills
Tel.:
Email: emailprotected