Bilingual Inside Sales Pro — Path to Advisor

Guerra Wealth Advisors; Miami (FL); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Base salary + uncapped commission

Health insurance

401(k) with company match

Training and licenses sponsorship

Career growth opportunities

Job summary

Guerra Wealth Advisors in Miami, FL is seeking an Inside Sales Specialist who will engage warm leads, set appointments for our financial advisors, and contribute to growth. This role suits professionals with 1–3 years in sales or client-facing work, who are ambitious, goal-oriented, and eager to move into advisory.

You’ll join a sales-driven, education-focused team offering base salary plus uncapped commissions, ongoing training, and sponsorships to obtain Series 65 and Florida licenses within 6

Qualifications

• 1+ years of experience in a sales or client-facing role.
• Bilingual in English and Spanish (verbal and written).
• Financial industry experience is a plus but not required.

Responsibilities

• Contact prospective clients and schedule advisor meetings.
• Collect financial information and assess client needs.
• Maintain consistent follow-up to drive conversions and appointments.
• Keep CRM records updated and accurate.
• Collaborate with advisory and administrative teams.

Skills

Sales experience

Bilingual English/Spanish

CRM proficiency

Tools

CRM software

Job description

Guerra Wealth Advisors in Miami, FL is seeking an Inside Sales Specialist who will engage warm leads, set appointments for our financial advisors, and contribute to growth. This role suits professionals with 1–3 years in sales or client-facing work, who are ambitious, goal-oriented, and eager to move into advisory.

You’ll join a sales-driven, education-focused team offering base salary plus uncapped commissions, ongoing training, and sponsorships to obtain Series 65 and Florida licenses within 6