Appointment Setter, Phone Sales

Job overview

The Appointment Setter, Phone Sales role is in-office in Miami, FL, with annual compensation of $65,000–$80,000, including base salary, uncapped commission, and performance bonuses. Guerra Wealth Advisors is a retirement planning firm that helps families pursue financial clarity and confidence. The role engages warm leads, qualifies prospective clients, and schedules appointments for financial advisors. It supports advisor productivity and firm growth through outbound calling, follow-up, accurate CRM records, and appointment confirmation.

What you'll do

• Make 90–100 outbound calls daily to warm leads and previous prospects
• qualify prospects and schedule advisor appointments
• build rapport and handle objections
• follow up consistently
• maintain CRM records
• confirm appointments
• coordinate with advisors and administrative teams
• support seminar, workshop, and marketing outreach.

What we're looking for

Skills & competencies

appointment setter

phone sales

warm leads

outbound calling

financial services

retirement planning

crm

bilingual english and spanish

miami fl

guerra wealth advisors

$65k–$80k annually

uncapped commission

Work arrangement

• Weekend coverage required

Benefits & perks

• 401(k) with company match, health, vision, and dental insurance options, 20+ combined PTO days, sponsored training and conference attendance, personal financial planning services, certification and license bonuses, and career advancement.

Why this role

The posting requires bilingual English and Spanish communication and specifies standard weekday hours with flexibility for prospect calls and advisor support.

About the employer

Guerra Wealth Advisors is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.