Inside Sales Specialist - Wealth Advisory (Uncapped)

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

Benefits offered by this job

Health insurance

Vision and Dental

401(k) match

Bonuses and commissions

Learning & Development

License sponsorship

Job summary

Guerra Wealth Advisors in Miami is seeking an Inside Sales Financial Specialist to convert warm leads into qualified appointments for our financial advisors. The role emphasizes relationship building, prospect qualification, and calendar management to support advisory growth.

Ideal candidates have 1–3 years in sales, strong closing abilities, and a drive to progress into a financial advisor role. A bilingual English/Spanish background and CRM proficiency are valued as you contribute to our

Qualifications

• 1+ year of experience in a sales or closing role (appointment setting and/or phone sales preferred)
• Bilingual in English and Spanish required (verbal and written)
• Financial industry experience is a plus, not required
• Relevant certifications/licenses (SIE, 2-15, 2-14) are a plus
• Excellent interpersonal skills with the ability to build rapport and trust
• Self-motivated, goal-oriented, and eager to grow professionally
• Tech-savvy with the ability to quickly learn new systems and processes
• Team-player mindset with a professional, service-focused attitude

Responsibilities

• Call prospects and schedule appointments for financial advisors
• Qualify leads by gathering financial data and assessing prospect needs
• Consistently follow up to maintain engagement and maximize conversion
• Track progress, including calls made, appointments set, and appointments kept
• Represent Guerra professionally during seminars, workshops, and outreach
• Keep CRM records up to date with prospect interactions and notes
• Work proactively to meet business goals and team performance targets
• Assist with administrative tasks and team projects as needed
• Pursue ongoing education to enhance financial knowledge and sales skills

Skills

Bilingual English Spanish

Excellent interpersonal skills

Self-motivated

Tech-savvy

Team player

Job description

Guerra Wealth Advisors in Miami is seeking an Inside Sales Financial Specialist to convert warm leads into qualified appointments for our financial advisors. The role emphasizes relationship building, prospect qualification, and calendar management to support advisory growth.

Ideal candidates have 1–3 years in sales, strong closing abilities, and a drive to progress into a financial advisor role. A bilingual English/Spanish background and CRM proficiency are valued as you contribute to our