Financial Freedom Specialist

3 days ago


Miami, United States Guerra Wealth Advisors Full time
About the Role

We are seeking a highly motivated and results-driven Prospect Appointment Setter to join our team at Guerra Wealth Advisors. As a key member of our sales team, you will play a crucial role in scheduling appointments with prospects and qualifying them for our financial advisors.

Key Responsibilities
  • Develop and execute a sales strategy to schedule appointments with prospects
  • Qualify prospects by collecting financial data and assessing their needs
  • Consistently follow up with prospects to ensure timely appointments
  • Maintain accurate records of prospect interactions in our CRM system
  • Work collaboratively with our financial advisors to meet business goals
  • Track and analyze sales metrics to identify areas for improvement
Requirements and Qualifications
  • 1+ years of experience in sales or a related field
  • Bilingual in English and Spanish (preferred)
  • Financial industry experience (preferred)
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet sales targets
What We Offer
  • Uncapped commission structure + competitive salary + bonuses
  • Opportunities for professional growth and development
  • Collaborative and dynamic work environment
  • Access to industry-leading training and resources
About Guerra Wealth Advisors

Guerra Wealth Advisors is a leading Retirement Planning Firm dedicated to helping our clients achieve financial freedom. We are committed to providing exceptional service and expertise to our clients, and we are seeking like-minded individuals to join our team.



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