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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 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 Responsibilities
Call and close appointments with prospects by scheduling them on the Advisors 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
Team Bonuses, Referral Bonuses
Completion Bonuses for industry relevant licenses/certifications
Sponsored industry travel and in-person training
PTO: 20+ days
National Paid Holidays
Birthday PTO
401K or Roth matching plan
Health insurance reimbursement program
Access to personal financial planning
Growth and development!
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 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.
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