What are the responsibilities and job description for the Financial Specialist (Phone Sales) position at Guerra Wealth Advisors?
The Financial Specialist (Phone Sales) 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. Offering a competitive pay range from $75,000 to $125,000 annually! Onsite in office Monday thru Friday; 9am to 6pm. 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 2 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 Other duties as assigned, which may be subject to change based on the needs of the organization. Benefits Competitive salary Uncapped commission structure 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 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. Powered by JazzHR
Salary : $75,000 - $125,000
