Sales Associate ($70,000 - $90,000+)

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

Benefits offered by this job

Base salary + uncapped commission

Bonuses based on performance

401(k) with company match

Health insurance

Vision and Dental options

20+ PTO days

Training and licenses sponsorship

Series 65 license sponsorship

Florida Life/Health & Annuities (2-14)

Job summary

Guerra Wealth Advisors in Miami seeks a Sales Associate to connect prospective clients with our advisory team and schedule appointments for our financial advisors.

Ideal candidates have 1–3 years in sales or business development, strong communication, and a drive to grow into a Financial Advisor role.

Qualifications

• 1+ years of experience in a sales or closing role, appointment setting and/or phone sales preferred.
• Bilingual in English and Spanish (verbal and written) required.
• Financial industry experience is a plus but not required.
• Licensing or certifications (SIE, 2-15, 2-14) are a plus.

Responsibilities

• Reach out to prospective clients and schedule appointments for advisors.
• Understand client needs and qualify leads.
• Maintain consistent follow-up and engagement.
• Track interactions and appointments in the CRM system.
• Represent Guerra professionally at events and workshops.
• Support team projects and administrative tasks as needed.
• Continue developing financial and sales expertise.

Skills

Bilingual English/Spanish

Excellent communication

Sales/closing experience

Self-motivated

Team player

Goal-oriented

Tech-savvy CRM

Education

Licensing/Certifications (SIE, 2-15, 2-14) preferred

Tools

CRM systems

Job description

Meet Guerra Wealth Advisors

At Guerra Wealth Advisors, we’re on a mission to redefine retirement planning and elevate how families experience holistic wealth management. With over 40+ years of excellence serving clients in South Florida and nationwide, we’ve built a boutique firm that blends world‑class financial expertise with a deeply personal touch.

We don’t just advise — we educate, empower, and guide families toward financial confidence. Our team creates opportunities for clients to take control of their financial futures, and that’s where you come in.

If you thrive in a sales‑driven, goal‑driven, client‑focused environment, and want a clear path to grow into an Advisor within the next couple of years, and want to make a meaningful impact, Guerra Wealth Advisors is calling your name.

“Launch your sales career, grow into an advisor.”

Role:

The Sales Associate connects prospective clients with our advisory team, guiding families toward financial success. Warm leads are provided—no cold calling. Your focus will be on qualifying prospects, building rapport, and scheduling advisor appointments.

This role is ideal for candidates with 1–3 years of sales or business development experience, excellent communication skills, and a desire to transition into a financial advisor role.

Responsibilities:

• Reach out to prospective clients and schedule appointments for advisors
• Understand client needs and qualify leads
• Maintain consistent follow‑up and engagement
• Track interactions and appointments in the CRM system
• Represent Guerra professionally at events and workshops
• Support team projects and administrative tasks as needed
• Continue developing financial and sales expertise

Requirements:

• 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)
• 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

What We Are Expecting:

• High‑quality appointments scheduled for financial advisors
• Accurate and timely CRM updates and prospect tracking
• Measurable contribution to business growth through sales performance
• Strong collaboration with advisory and administrative teams
• Professional, client‑focused communication at all times

Schedule:

• Full‑time, role based in Miami, FL
• Standard weekday hours with flexibility for prospect calls and advisor support

Compensation:

$60,000–$90,000+ Annually All‑in (Base Salary + Uncapped Commission + Bonuses)
Competitive pay structure with uncapped earning potential based on performance and appointments scheduled.

Benefits:

• Base salary plus uncapped commission and performance incentives
• Referral and business development bonuses
• 401(k) with company match
• Health insurance, Vision and Dental options
• 20+ combined PTO days (vacation, sick, floating holidays, paid holidays, birthday PTO)
• Sponsored industry training and conference attendance
• Access to personal financial planning services
• Bonus compensation plus Learning & Development PTO for certifications and licenses (Guerra Growth Lab)
• Sponsorship and support to obtain your Series 65 license (required within the first 6 months of employment)
• Sponsorship and support to obtain your Florida Life, Health & Annuities (2-14) license (required within the first 6 months of employment)
• Career advancement within a growing, established firm
• Culture of continuous learning and professional growth plan

Guerra Core Values

These are the heart and soul of Guerra Wealth Advisors. The right person for this role will not just understand these values — they’ll live them daily.

• Always Be Learning: Growth is constant. We stay curious, improve relentlessly, and never stop getting better at our craft.
• Your Words Matter: Speak with clarity and intent. Every word builds trust — or breaks it.
• All for One, One for All: We win together. No egos, no silos — just teamwork and shared accountability.
• Take Ownership and Accountability: Own the outcome. No excuses. Follow through and get it done.
• Do the Right Thing: Integrity first, always. Choose what’s right over what’s easy — even when no one’s watching.