Inside Sales Specialist (80,000 100,000)

Guerra Wealth Advisors is a boutique firm dedicated to helping families achieve financial clarity and confidence. With decades of experience our team provides tailored advice education and support to every client.

Were looking for someone who thrives in a sales-driven environment and wants a fast track to becoming a financial advisor.

Start in business development today step into advisory tomorrow.

Role:

The Inside Sales Specialist engages warm leads and sets appointments for our financial advisors. Youll focus on relationship-building qualifying leads and contributing directly to the firms growth.

This is perfect for professionals with 13 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

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

• Bilingual English/Spanish preferred

• Financial experience and certifications/licenses a plus

• Strong interpersonal communication and organizational skills

• Motivated goal-oriented and eager to grow into an advisor role

• 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-timerole based in Miami FL.

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

$80000$100000 Annually (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 for certifications and licenses (Guerra Growth Lab)

• Career advancement within a growing established firm

• Culture of continuous learning and professional growth

These are the heart and soul of Guerra Wealth Advisors. The right person for this role will not just understand these values theyll 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 whats right over whats easy even when no ones watching.

If youre 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
emailprotected