Bilingual Appointment Setter – Financial Services (Uncapped Commission)

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

Benefits offered by this job

Uncapped commission

Performance incentives

401(k) with company match

Health insurance

Job summary

Guerra Wealth Advisors is seeking an Appointment Setter in Miami, FL. The role focuses on high-volume outbound calling to warm leads, qualifying clients, and scheduling appointments for financial advisors. Ideal candidates have 1–3 years in phone sales and are motivated by targets.

You will be the first point of contact, creating a positive impression and guiding families toward financial confidence. Expect growth within a supportive, performance-driven environment.

Qualifications

• 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.
• Certifications/licenses (SIE, 2-15, 2-14) are a plus.
• Excellent interpersonal skills with ability to build rapport and trust.

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

Phone sales

Appointment setting

Inside sales

Bilingual (English/Spanish)

CRM proficiency

Tools

CRM software

Job description

Guerra Wealth Advisors is seeking an Appointment Setter in Miami, FL. The role focuses on high-volume outbound calling to warm leads, qualifying clients, and scheduling appointments for financial advisors. Ideal candidates have 1–3 years in phone sales and are motivated by targets.

You will be the first point of contact, creating a positive impression and guiding families toward financial confidence. Expect growth within a supportive, performance-driven environment.