Appointment Setter (Phone Sales) ($65,000 - $80,000+)
About The Position
Guerra Wealth Advisors is a boutique retirement planning firm seeking an Appointment Setter for their sales-driven environment. The role involves engaging warm leads, qualifying prospective clients, and scheduling appointments for financial advisors. This position is ideal for individuals with 1-3 years of phone sales or appointment setting experience who are motivated by results and seek a long-term career in financial services. The Appointment Setter will be the first point of contact for prospective clients, aiming to create a positive impression and guide families toward financial confidence.
Requirements
- 1–3 years of experience in phone sales, appointment setting, inside sales, or business development
- Bilingual in English and Spanish required (verbal and written)
- 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
Nice To Haves
- Financial industry experience is a plus, not required
- Relevant certifications/licenses (SIE, 2-15, 2-14) are a plus
Responsibilities
- Make 90–100 outbound calls daily to warm leads and previous prospects
- Qualify prospective clients and schedule appointments for financial advisors
- Build rapport and confidently communicate the value of meeting with an advisor
- Handle objections using proven sales techniques and call frameworks
- Maintain consistent follow-up to maximize appointment conversions
- Keep CRM records accurate and up to date
- Confirm appointments to improve attendance and advisor productivity
- Collaborate with advisors and administrative teams to support scheduling priorities
- Support seminar, workshop, and marketing campaign outreach
- Assist with team projects and light administrative responsibilities
- Continue developing financial knowledge and sales skills through ongoing training
Benefits
- Base salary plus uncapped commission and performance incentives
- Referral and business development bonuses
- 401(k) with company match
- Health, Vision, and Dental insurance options
- 20+ combined PTO days (vacation, sick, floating holidays, company holidays, and 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 development
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
