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

Role

The Inside Sales Specialist engages warm leads and sets appointments for our financial advisors. You’ll focus on relationship-building, qualifying leads, and contributing directly to the firm’s growth. This is perfect 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.

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
• Aid with team projects and administrative tasks
• Continue learning to enhance financial knowledge and sales skills

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)
• Financial industry experience is a plus, not required
• Relevant certifications/licenses (SIE, 2-15, 2-14) are a plus
• 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

What We Are Expecting

• High-quality appointments scheduled for financial advisors
• Accurate and timely CRM updates and prospect tracking
• Measurable contribution to business growth through sales performance
• Strong collaboration with advisory and administrative teams
• Professional, client-focused communication at all times

Schedule

Full-time, role based in Miami, FL
Standard weekday hours with flexibility for prospect calls and advisor support

Compensation

• $80,000–$100,000+ Annually All-in (Base Salary + Uncapped Commission + Bonuses)
• Competitive pay structure with uncapped earning potential based on performance and appointments scheduled.

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

Guerra Core Values

• Always Be Learning: Growth is constant. We stay curious, improve relentlessly, and never stop getting better at our craft
• Your Words Matter: Speak with clarity and intent. Every word builds trust — or breaks it
• All for One, One for All: We win together. No egos, no silos — just teamwork and shared accountability
• Take Ownership and Accountability: Own the outcome. No excuses. Follow through and get it done
• Do the Right Thing: Integrity first, always. Choose what’s right over what’s easy — even when no one’s watching