Prospect Appointment Setter

3 weeks ago

miami, United States Guerra Wealth Advisors Full time

Ready to change lives? Guerra Wealth Advisors is your next big opportunity


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


  • Competitive salary + commission structure + 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.

  • Prospect Appointment Setter

    3 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...

  • Prospect Appointment Setter

    4 weeks ago

    miami, United States Guerra Wealth Advisors Full time

    Ready to change lives? Guerra Wealth Advisors is your next big opportunity!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...

  • 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...

  • Prospect Appointment Setter

    4 weeks ago

    Miami, United States Guerra Wealth Advisors Full time

    Ready to change lives? Guerra Wealth Advisors is your next big opportunity!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...

  • Outside Sales Appointment Setter

    2 months ago

    Miami Lakes, United States Premier Home Improvements Full time

    Job DescriptionJob DescriptionCompany: Premier Home Improvements a family owned and operated provider of hurricane impact windows, doors, flooring, and roofing products to Homeowners.Job Description: Outside Sales Appointment Setter Paid Base and CommissionAre you energetic, outgoing, and motivated? We are seeking Field Sales Representatives to join our...

  • Sales Representative

    4 weeks ago

    Miami, Florida, United States Premier Home Improvements Full time

    Job Title: Outside Sales Appointment SetterAre you a motivated and energetic individual looking for a challenging role in sales? We are seeking a skilled Outside Sales Appointment Setter to join our team at Premier Home Improvements.Job Summary:We are a family-owned and operated provider of hurricane impact windows, doors, flooring, and roofing products to...

  • High-Ticket Sales Expert Wanted

    2 weeks ago

    Miami, Florida, United States AK's Sales Services Full time

    Join AK's Sales Services as a Remote Sales RepresentativeWe are seeking a highly skilled Remote Sales Representative to join our team at AK's Sales Services.About AK's Sales ServicesWe are a leading sales organization dedicated to helping high-performing entrepreneurs scale their businesses. Our mission is to provide top-notch sales support, allowing our...

  • B2C Sales Representative

    3 weeks ago

    Miami, Florida, United States Svetness Personal Training Full time

    Job DescriptionSales Opportunity with Svetness Personal TrainingJob ResponsibilitiesTake 4-6 one-hour sales calls per day on Zoom to enroll high-ticket clients into personal training packagesParticipate in daily sales meetings and conduct daily reporting and administrative activitiesWork with appointment setters to close deals into the coaching...

  • East Ridge Senior Living Sales Counselor

    4 weeks ago

    Miami, Florida, United States East Ridge Retirement Village Full time

    Job Title: Senior Living Sales CounselorWe are seeking a highly motivated and experienced Senior Living Sales Counselor to join our team at East Ridge Retirement Village. As a key member of our sales team, you will be responsible for presenting and selling our community lifestyle to prospective residents, leading to deposits and gains in occupancy.Key...

  • College Recruiter, Lead Engagement

    3 weeks ago

    Miami, Florida, United States Florida International University Full time

    About the RoleAs a College Recruiter, Lead Engagement at Florida International University, you will play a vital role in supporting the FIU Online lead engagement call center. Your primary responsibility will be to engage with prospective learner leads and assist them from the initial point of contact through the lead engagement stage to the point of handoff...

  • Lead Recruiter

    3 weeks ago

    Miami, Florida, United States Florida International University Full time

    Job SummaryFlorida International University is seeking a highly motivated and organized individual to support the recruitment and lead engagement process for its online programs. The successful candidate will be responsible for engaging with prospective digital learners, cultivating and enhancing enrollment interest, and responding to inquiries regarding...

  • High-Ticket Sales Professional

    4 weeks ago

    Miami, Florida, United States AK's Sales Services Full time

    Unlock Your Earning PotentialAre you a sales professional with a proven track record of closing high-ticket deals? Do you thrive in fast-paced, dynamic environments where BIG commissions and limitless growth are your reality?We're seeking a skilled Sales Closer to join our team at AK's Sales Services. As a Sales Closer, you'll be responsible for making...

  • College Admissions Representative

    3 weeks ago

    Miami, Florida, United States Beonair Network of Media Schools Full time

    About the RoleThe Beonair Network of Media Schools is seeking a highly motivated and experienced Admissions Representative to join our team. As a key member of our admissions team, you will be responsible for recruiting, admitting, and enrolling students into our exciting and passion-driven media school network.Key Responsibilities:Review and manage lead...

  • Law Firm Intake Coordinator

    4 weeks ago

    Miami, United States Miami Family Law Group Full time

    Job Title: Law Firm Intake SpecialistWe are seeking a highly skilled and compassionate Law Firm Intake Specialist to join our team at Miami Family Law Group. As a key member of our team, you will be responsible for providing exceptional client service, managing client intake, and ensuring a seamless experience for our clients.Key Responsibilities:Manage...

  • Automotive Sales Specialist

    4 weeks ago

    Miami, Florida, United States Bean Automotive Group Full time

    Job SummaryBean Automotive Group is seeking a highly motivated and customer-focused Internet Concierge to join our team. As an Internet Concierge, you will be responsible for utilizing your exceptional communication skills to attract customers to our Sales department. Your primary goal will be to schedule sales appointments and provide exceptional customer...

  • Law Firm Intake Specialist

    7 months ago

    Miami, United States Miami Family Law Group Full time

    DescriptionMiami Family Law Group is looking to immediately hire a legal Intake Specialist!Our law office is growing fast and we're searching for a full-time legal intake specialist to help us succeed! You'll serve as the compassionate voice of our law firm, fielding inbound calls from prospective clients in their time of need, screening, and surveying for...

  • College Admissions Recruiter

    4 weeks ago

    Miami, Florida, United States Beonair Network of Media Schools Full time

    About the RoleThe BeOnAir Network of Media Schools is seeking a highly motivated and results-driven Admissions Representative to join our team. As a key member of our admissions team, you will play a critical role in recruiting, admitting, and enrolling students into our exciting and passion-driven programs.Key ResponsibilitiesRecruit and admit students into...

  • Agency Sales Coordinator

    1 month ago

    Miami, United States Combined, a Chubb Company Full time

    The Agency Coordinator (AC) is primarily responsible for prospecting new customers independently and meeting with current customers to sell Insurance products within a specific geographic area and to support the delivery of sales objectives for the assigned area. The Agency Coordinator is also responsible for helping in the identifications and appointment...

  • Account Manager, Luxury Sales Professional

    3 weeks ago

    Miami Gardens, Florida, United States Miami Dolphins Full time

    Job Summary:The Account Manager, Luxury Sales Professional will be part of a best-in-class sales team with a primary focus on generating Miami Dolphins and Formula 1 Miami Grand Prix luxury seating & suite revenue through prospecting and meeting with companies and individuals.This position will be focused on prospecting new clients, setting appointments,...

  • Law Firm Intake Specialist

    7 months ago

    Miami, United States Miami Family Law Group Full time

    Description Miami Family Law Group is looking to immediately hire a legal Intake Specialist! Our law office is growing fast and we're searching for a full-time legal intake specialist to help us succeed! You'll serve as the compassionate voice of our law firm, fielding inbound calls from prospective clients in their time of need, screening, and surveying for...