Guerra Financial Group Sales/Appointment Setter Miami, FL · Full time

Guerra Financial is looking to hire an Appointment Setter whose primary responsibility of this position is to engage prospects after they have shown interest in one of the many companies marketing funnels which could include informational workshops/seminars, radio ads, TV ads, website, etc. This position depends heavily upon a positive attitude, solid work ethic, and the ability to build relationships over the phone. This role will overcome objectives in a professional, polite manner – never making the prospect feel uncomfortable at any time.


Join and grow with a reputable family owned and run Financial Advisory Firm. This is an exciting opportunity for an organized, self-motivated individual with excellent interpersonal skills seeking to join an A-team.


  • Calling and scheduling appointments with prospects
  • Qualifying prospects by collecting financial data for the advisor
  • Consistent follow-up with prospects
  • Attend seminars/workshops 
  • Keep CRM updated with prospect interaction
  • Work independently and proactively to meet business goals
  • Track weekly and monthly progress, including the number of calls made, appointments set, and appointments kept with the Advisor
  • Assist team with administrative tasks, as needed
  • Perform other duties and projects as assigned


  • Strong phone presence 
  • Financial industry and/or sales experience preferred
  • Experience with MS Office Suite and the ability to learn new software quickly
  • Exceptional organizational skills 
  • Excellent communication both written and verbal 
  • Attention to detail and accuracy 
  • Proactive management style and consistent follow-through


  • Growth with and within Guerra
  • Sponsored industry-relevant licenses
  • Paid Time Off 12 - 20 days per year
  • 401K or Roth matching plan
  • Health Insurance stipend
  • Industry travel and in-person training
  • Access to personal financial planning

Who is Guerra Financial Group?

Guerra Financial Group is a family owned and run financial advisory firm located in Miami, FL. With 30+ team members we manage over $800 million for over 2,500 clients across the country. As fiduciary advisors, we create customized financial strategies that transform family legacies through retirement planning, insurance and asset protection planning, personal finance coaching, estate planning, tax preparation and planning.


$55,000 - $75,000 per year