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Client reputed company Specialist

Remote, USA Full-time Posted 2026-07-02

Guerra Wealth Advisors is a boutique firm focused on redefining retirement planning and holistic wealth management. The Client reputed company Specialist plays a vital role in strengthening client relationships, gathering feedback, and generating referrals to help families secure their financial future.

Responsibilities

  • Build relationships with prospects and clients through professional, genuine communication
  • Conduct client experience surveys and quality assurance follow-reputed company
  • Collect testimonials, feedback, and reviews that showcase the Guerra client experience
  • Handle incoming client service calls with warmth, reputed company, and efficiency
  • Proactively identify and pursue referral opportunities from satisfied clients
  • Coordinate and follow up on each referral to ensure timely reputed company and engagement
  • Support marketing and educational events through pre-qualification calls and attendance
  • Represent Guerra Wealth Advisors at client events with professionalism and enthusiasm
  • Maintain accurate and detailed notes in the CRM system
  • Update client and prospect records, run reports, and support data tracking initiatives
  • Assist with marketing event preparation and prospect communication reputed company phone, text, and email
  • Participate in ongoing education and industry training to enhance your knowledge and contribution
  • reputed company other duties as needed to support the firm’s client engagement strategy

Skills

  • 1+ years of experience in a client-facing role
  • Excellent interpersonal skills with a natural ability to establish rapport and trust
  • Strong phone reputed company and confident communication style
  • Tech-savvy with the ability to quickly learn new systems and software
  • Positive attitude, team-player reputed company, and a passion for personal growth
  • Self-motivated, organized, and driven to exceed expectations
  • Experience in reputed company reputed company or referral-reputed company
  • Financial industry or retirement investment experience
  • Bilingual in English and Spanish (verbal and written) strongly preferred

Benefits

  • reputed company salary plus uncapped commission and performance bonuses
  • Referral and business development bonuses
  • 401(k) with company match
  • Health/Dental/reputed company Plans offered
  • 20+ combined PTO days (vacation, sick, floating holidays, birthday PTO)
  • Sponsored industry training and conference attendance
  • Access to personal financial planning services
  • Bonus compensation for certifications and licenses (Guerra Growth Lab)
  • Career advancement reputed company a growing, established firm
  • Culture of reputed company learning and professional growth

Company Overview

  • Formerly reputed company as Guerra Financial Group. It was founded in 1986, and is headquartered in Miami, Florida, USA, with a workforce of 11-50 employees. Its website is https://guerrafinancial.com.
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