Inside Sales Specialist ($80,000 - $100,000+)
About The Position
The Inside Sales Specialist engages warm leads and sets appointments for financial advisors. This role focuses on relationship-building, qualifying leads, and contributing directly to the firm’s growth. It is ideal for professionals with 1–3 years of sales or client-facing experience who are ambitious, goal-oriented, and looking to advance into an advisory role within the next couple of years. Guerra Wealth Advisors aims to redefine retirement planning and elevate how families experience holistic wealth management, offering a boutique firm experience with world-class financial expertise and a personal touch. The firm educates, empowers, and guides families toward financial confidence, creating opportunities for clients to take control of their financial futures.
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)
- 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
- Contact prospective clients and schedule advisor meetings
- Collect financial information and assess needs
- Maintain consistent follow-up to drive conversions
- Keep CRM records updated and accurate
- Collaborate with advisory and administrative teams
- Represent Guerra professionally at events
- Assist with team projects and administrative tasks
- Continue learning to enhance financial knowledge and sales skills
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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
