Bilingual Appointment Setter (English/Spanish) – Financial Services

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

Benefits offered by this job

Base salary plus uncapped commission

401(k) with company match

Health, Vision, and Dental insurance

20+ PTO days

Sponsored training and conferences

Licensing bonuses

Career advancement opportunities

Culture of continuous learning

Job summary

Guerra Wealth Advisors in Miami, FL is seeking an Appointment Setter to engage warm leads, qualify prospects, and schedule appointments for our financial advisors. Ideal candidates have 1–3 years of phone sales experience, are bilingual in English/Spanish, and thrive in a performance-driven environment.

The role features a base salary plus uncapped commission, with opportunities for bonuses and professional development.

Qualifications

• 1–3 years of phone sales or appointment setting experience.
• Bilingual English and Spanish required (verbal and written).
• Financial industry experience is a plus, not required.
• Certifications/licenses (SIE, 2-15, 2-14) are a plus.

Responsibilities

• Make 90–100 outbound calls daily to warm leads and previous prospects.
• Qualify prospective clients and schedule appointments for financial advisors.
• Build rapport and 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.

Skills

Outbound calls

Phone sales

Bilingual English/Spanish

CRM experience

Communication skills

Tools

Salesforce CRM

Job description

Guerra Wealth Advisors in Miami, FL is seeking an Appointment Setter to engage warm leads, qualify prospects, and schedule appointments for our financial advisors. Ideal candidates have 1–3 years of phone sales experience, are bilingual in English/Spanish, and thrive in a performance-driven environment.

The role features a base salary plus uncapped commission, with opportunities for bonuses and professional development.