Financial Specialist (Phone Sales)

Guerra Wealth Advisors • FL

99d • $90,000 - $125,000

About The Position

The Financial Specialist (Phone Sales) is the gatekeeper between prospects and their future financial freedom. With a sales-driven mentality and an uncapped commission structure (+salary) you will play a pivotal role in filling up the financial advisor’s calendar. As a boutique firm, we offer the personalized attention of a smaller company while being backed by the resources and stability of a large institution. Our commitment to your professional development sets us apart, as we actively sponsor certifications and foster a culture of continuous learning, empowering you to elevate your sales and financial knowledge to new levels. Offering a competitive pay range (all-in) from $90,000 to $125,000 annually! Salary + Commission + Bonuses.

Requirements

• 2+ years of experience in sales/closing role – appointment setting
• Bilingual in English and Spanish with strong verbal and written communication skills in both languages (preferred)
• Financial industry experience (preferred)
• Relevant certifications/licenses are a plus (SIE, 2-15, 2-14 etc.)
• Excellent interpersonal skills with the ability to establish rapport and trust with clients
• Must be a go-getter, team-player, and hungry for knowledge and growth!
• Tech-savvy with the ability and willingness to learn new systems, softwares and processes

Nice To Haves

• Financial industry experience
• Relevant certifications/licenses (SIE, 2-15, 2-14 etc.)

Responsibilities

• Call and close appointments with prospects by scheduling them on the Advisor’s calendar
• Qualify prospects by collecting financial data for the advisor
• Consistently follow-up with prospects
• Keep CRM updated with prospect interaction
• Work proactively to meet business goals
• Track weekly and monthly progress, including the number of calls made, appointments set, and appointments kept with the advisor
• Attend seminars/workshops
• Assist team with administrative tasks/projects as needed
• Pursue ongoing education to enhance sales and financial knowledge

Benefits

• Base salary plus uncapped commission structure
• Performance bonuses and team incentives
• Referral bonuses for business development
• 401(k) with company matching
• Health insurance reimbursement program
• 20+ PTO days combined (PTO, sick, floating holidays, paid holidays and birthday PTO)
• Sponsored industry training and conference attendance
• Access to personal financial planning services
• Bonus compensation for industry certifications and licenses
• Ongoing education and skill development opportunities
• Career advancement within a growing, established firm

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 11-50 employees