Appointment Setter (Phone Sales Experience Needed)

Apply NowThe Appointment Setter (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 advisors 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 (all-in) from $75,000 to $125,000 annually!If you enjoy helping others to get financial freedom and have strong closing, phone sales experience please apply today! You don't want to miss this opportunity!Objectives and ResponsibilitiesCall and close appointments with prospects by scheduling them on the Advisors calendarQualify prospects by collecting financial data for the advisorConsistently follow-up with prospectsKeep CRM updated with prospect interactionWork proactively to meet business goalsTrack weekly and monthly progress, including the number of calls made, appointments set, and appointments kept with the advisorAttend seminars/workshopsAssist team with administrative tasks/projects as neededPursue ongoing education to enhance sales and financial knowledgeExperience2+ years of experience in sales/closing role appointment settingBilingual 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 clientsMust 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 processesOther duties as assigned, which may be subject to change based on the needs of the organization.BenefitsCompetitive salaryUncapped commission structureTeam Bonuses, Referral BonusesCompletion Bonuses for industry relevant licenses/certificationsSponsored industry travel and in-person trainingPTO: 20+ daysNational Paid HolidaysBirthday PTO401K or Roth matching planHealth insurance reimbursement programAccess to personal financial planningGrowth and development!About Guerra Wealth AdvisorsGuerra 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 companys 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.recblid ep2lsx3czzd3o3euc0oyflrxaoirngApply Now