Bilingual Inside Sales: Path to Financial Advisor

Guerra Wealth Advisors; Miami (FL); On-site; USD 60,000 - 90,000; Full time

Job summary

Guerra Wealth Advisors in Miami seeks a Financial Specialist to bridge prospects and their financial futures. This Inside Sales role offers warm leads, no cold calling, and a clear path to growth into an Advisor position.

You will qualify prospects, schedule appointments for our financial advisors, and maintain CRM records while collaborating with the team to hit growth targets. Compensation includes base salary plus uncapped commissions and bonuses, with full benefits.

Qualifications

• 1+ years of experience in a sales or closing role (appointment setting and/or phone sales preferred).
• Bilingual in English and Spanish required (verbal and written).
• CRM updates and prospect tracking are expected daily.

Responsibilities

• Call prospects and schedule appointments for financial advisors.
• Qualify leads by gathering financial data and assessing prospect needs.
• Follow up to maintain engagement and maximize conversion.

Skills

Sales experience

Bilingual EN/ES

Interpersonal skills

Tech-savvy

Team player

Education

SIE license

Series 2-15

Series 2-14

Job description

Guerra Wealth Advisors in Miami seeks a Financial Specialist to bridge prospects and their financial futures. This Inside Sales role offers warm leads, no cold calling, and a clear path to growth into an Advisor position.

You will qualify prospects, schedule appointments for our financial advisors, and maintain CRM records while collaborating with the team to hit growth targets. Compensation includes base salary plus uncapped commissions and bonuses, with full benefits.