Appointment Setter ($65,000 - $80,000)

Guerra Wealth Advisors; Miami (FL); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Health, Vision, and Dental insurance

20+ combined PTO days

Sponsored industry training and/confer

Access to personal financial planning

Bonus for certifications/licenses

Referral and business developmentBonu

Job summary

Guerra Wealth Advisors, based in Miami, FL, seeks an Appointment Setter to engage firm-provided warm leads, qualify prospects, and schedule appointments for our financial advisors. This role centers on high-volume outbound calling, relationship building, and appointment conversion.

The ideal candidate has 1–3 years in phone sales or appointment setting and is bilingual in English and Spanish. In-office role with base salary, uncapped commissions, and performance bonuses.

Qualifications

• 1–3 years of phone sales, appointment setting, inside sales, or business development.

Responsibilities

• Qualify prospective clients and schedule appointments for financial advisors
• Keep CRM records accurate and up to date
• 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
• High-quality appointments scheduled for financial advisors
• Accurate and timely CRM updates and prospect tracking
• Strong appointment confirmation and show-rate performance
• Reliable follow-up and pipeline management
• Strong collaboration with advisory and administrative teams

Skills

Phone sales

Appointment setting

Inside sales

Bilingual English/Spanish

CRM usage

Tools

CRM

Job description

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

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

"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 -"

You'll 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 1–3 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.

• Qualify prospective clients and schedule appointments for financial advisors
• Keep CRM records accurate and up to date
• 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
• High-quality appointments scheduled for financial advisors
• Accurate and timely CRM updates and prospect tracking
• Strong appointment confirmation and show-rate performance
• Reliable follow-up and pipeline management
• Strong collaboration with advisory and administrative teams

1–3 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.
• Team-player mindset with a professional, service-focused attitude.

Full-time, role based in Miami, FL . Must be able to work in-office.

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

65,000–$80,000 Annually all-in (Base Salary + Uncapped Commission + Performance Bonuses)

Base salary plus uncapped commission and performance incentives

• Referral and business development bonuses
• 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)

We succeed together through collaboration, accountability, and mutual support.

If you're ready to build a rewarding sales career, earn uncapped income, and help families take the first step toward financial confidence, we'd love to hear from you.