Appointment Setter (Phone Sales) ($65,000 - $80,000)

Guerra Wealth Advisors

10d•$65,000 - $80,000•Onsite

About The Position

At Guerra Wealth Advisors, we’re on a mission to redefine retirement planning and elevate how families experience holistic wealth management. With over three decades 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 meaningful financial opportunities for families every day — and our front-line phone sales team plays a critical role in making those connections happen. If you are energized by high-volume calling, thrive in a performance-driven sales environment, and want a fast track toward growth in financial services, Guerra Wealth Advisors is the place to build your future. “Connect. Convert. Schedule. Succeed.” Role: Appointment Setter (Phone Sales) The Appointment Setter — Phone Sales professional is responsible for converting firm-provided leads into qualified, scheduled appointments for our financial advisors. This is a high-activity, performance-based role focused on outbound calling, lead qualification, and calendar conversion — not cold prospecting. Leads are provided, and your focus is on contact, connection, and commitment. You will act as the first live voice prospects hear from Guerra Wealth Advisors — building interest, establishing trust, overcoming objections, and securing scheduled meetings. This role works closely with the advisory team to ensure their calendars are filled with qualified opportunities and that prospects are properly prepared for their appointments. This is an excellent opportunity for a motivated phone sales professional who wants to sharpen closing skills, earn uncapped commissions, and build a pathway toward a future advisor role.

Requirements

1+ years of experience in phone sales, appointment setting, or inside sales (strongly preferred).
Experience working in a high-volume outbound call environment.
Comfortable making 90–100+ calls per day consistently.
Bilingual in English and Spanish preferred (verbal and written).
Financial services industry exposure is a plus.
Relevant certifications/licenses (SIE, 2-15, 2-14) are a plus but not required.
Strong verbal communication and objection-handling skills.
Confident, persuasive, and results-driven phone presence.
Self-motivated with a competitive, goal-oriented mindset.
Comfortable working with scripts, call frameworks, and performance metrics.
Tech-savvy with the ability to quickly learn CRM and dialing systems.
Team-oriented with a professional and client-focused attitude.

Nice To Haves

Bilingual in English and Spanish preferred (verbal and written).
Financial services industry exposure is a plus.
Relevant certifications/licenses (SIE, 2-15, 2-14) are a plus but not required.

Responsibilities

Make 90–100 outbound calls daily to warm leads and prior prospects to secure advisor appointments.
Engage prospects through structured phone conversations that build interest and urgency.
Qualify leads by gathering financial background information and identifying fit for advisor meetings.
Clearly communicate the value of meeting with a financial advisor and confidently ask for the appointment.
Handle objections and follow proven call frameworks to improve conversion rates.
Consistently follow up with prospects to increase contact and scheduling success.
Track and report daily activity, including calls made, contacts reached, appointments set, and appointments confirmed.
Maintain accurate and detailed CRM records for all prospect interactions.
Confirm and reconfirm scheduled appointments to improve show rates.
Represent Guerra professionally in phone outreach tied to seminars, workshops, and campaigns.
Coordinate closely with advisors and team members to align scheduling priorities.
Support campaign-based outreach and targeted call initiatives.
Assist with light administrative and campaign support tasks when needed.
Participate in ongoing sales training and financial education to strengthen effectiveness.

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 for certifications and licenses (Guerra Growth Lab)
Career advancement within a growing, established firm
Culture of continuous learning and professional growth