Prospect Appointment Setter

2 months ago

Miami, United States Guerra Wealth Advisors Full time

If you're seeking a role where you can truly impact people’s lives, Guerra Wealth Advisors is calling your name


The Prospect Appointment Setter 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. If these qualities reflect you and your ambitions, join us today by applying here


Objectives and 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


Experience and Competencies – For success in this role


  • 1+ 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


Benefits – More than the basics


  • Uncapped commission structure + competitive salary + bonuses
  • Completion bonuses for industry relevant licenses/certifications
  • Sponsored industry travel and in-person training
  • PTO: 20+ days
  • 401K or Roth matching plan
  • Health insurance reimbursement
  • Access to personal financial planning
  • Growth and development


About Guerra Wealth Advisors


Guerra Wealth Advisors is a leading Retirement Planning Firm, driven by a mission to help get our clients to the point where work becomes an option and not an obligation. We achieve this by maximizing returns, minimizing taxes, and protecting our client's legacy. Our vision is to become the most trusted and reputable firm in the country.


Guided by our core values, we believe in constant learning and self-improvement. Communication is also crucial as we value words spoken with respect, professionalism, and in alignment with the company’s goals. Our commitment to unity is reflected in our "All for one, one for all" core value, fostering a culture of mutual support and responsibility within a dedicated team. Here at Guerra Wealth Advisors, we value ownership, accountability, and unwavering integrity, always striving to do the right thing for our team, company, and clients.

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