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© All Rights Reserved. ApplyBlast.com
Guerra Wealth Advisors
The Appointment Setter role at Guerra Wealth Advisors involves engaging warm leads, qualifying prospective clients, and scheduling appointments for financial advisors through high-volume outbound calling. This position focuses on relationship building, objection handling, and appointment conversion without cold prospecting. The ideal candidate will have 1-3 years of phone sales experience and be bilingual in English and Spanish.
Guerra Wealth Advisors, established in 1986 and based in Miami, FL, is an independent, fiduciary financial advisory firm specializing in retirement planning for South Florida families. As a registered investment adviser managing over $600M in assets, the firm offers a full spectrum of services including portfolio management, tax planning, estate and legacy planning, and insurance and asset protection planning. Their proprietary GuerraFreedom Plan is a five-step process designed to help clients maximize retirement income, minimize taxes, and protect their financial legacy.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Guerra Wealth Advisors.