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

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

• 1–3 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

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

Pay

$80,000–$100,000 Annually (Base Salary + Uncapped Commission + Bonuses)

Schedule

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

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

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