Bilingual Appointment Setter - Financial Services (Miami)

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

Benefits offered by this job

401(k) with company match

Health, Vision, and Dental insurance

PTO and holidays

Training & conferences

Career advancement

Job summary

Guerra Wealth Advisors in Miami, FL is hiring an Appointment Setter to engage warm leads, qualify prospects, and schedule appointments for our financial advisors. This high-volume, phone-driven role emphasizes rapport, objection handling, and consistent follow-up to drive conversions.

Ideal candidates have 1–3 years in phone sales or appointment setting, are bilingual in English and Spanish, and eager to grow within financial services.

Qualifications

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

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.
• Continue developing financial knowledge and sales skills through ongoing training.

Skills

Phone sales

Appointment setting

Inside sales

Bilingual English/Spanish

Relationship building

Tools

CRM software

Job description

Guerra Wealth Advisors in Miami, FL is hiring an Appointment Setter to engage warm leads, qualify prospects, and schedule appointments for our financial advisors. This high-volume, phone-driven role emphasizes rapport, objection handling, and consistent follow-up to drive conversions.

Ideal candidates have 1–3 years in phone sales or appointment setting, are bilingual in English and Spanish, and eager to grow within financial services.