Sales Associate ($70,000 - $90,000+)

About the role

Guerra Wealth Advisors is a boutique firm dedicated to providing holistic wealth management services. With over 40+ years of experience, the firm focuses on educating and empowering clients towards financial confidence.

Responsibilities

• Reach out to prospective clients and schedule appointments for advisors
• Understand client needs and qualify leads
• Maintain consistent follow-up and engagement
• Track interactions and appointments in the CRM system
• Represent Guerra professionally at events and workshops
• Support team projects and administrative tasks as needed
• Continue developing financial and sales expertise

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

Pay

$60,000–$90,000+ Annually
Base Salary + Uncapped Commission + Bonuses

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
• 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