Inside Sales Specialist ($80,000 - $100,000)

Guerra Wealth Advisors

3d • Onsite

About The Position

Guerra Wealth Advisors is seeking an Inside Sales Specialist to engage warm leads and schedule appointments for their financial advisors. This role 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. The specialist will focus on relationship-building, qualifying leads, and contributing directly to the firm's growth, with a clear path to becoming a financial advisor.

Requirements

• 1–3 years of experience in sales, business development, or appointment setting
• Bilingual English/Spanish preferred
• Financial experience and certifications/licenses a plus
• Strong interpersonal, communication, and organizational skills
• Motivated, goal-oriented, and eager to grow into an advisor role

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed