Objectives and ResponsibilitiesComplete the life insurance process for new applications, including health approvals, funding, generating illustrations, and managing inforce policiesComplete the annuity process for new applications, including suitability assessments, replacements, fundings, and deliveriesPrepare annuity and life insurance applicationsSign all applications with clientsConduct weekly update calls with clients Coordinate and schedule advisors client meetingsMaintain professional communication with clients and staff Other tasks as assignedAlways put the client's best interest firstCultivate new opportunities within existing client relationshipsStay informed on industry regulations, compliance, and tax law changesPursue ongoing education to enhance financial knowledgeExperience and Competencies For success in this role1+ years of experience in a wealth management or client facing financial role1+ years of experience selling life insurance/annuitiesPreferred licenses: SIE and 2-15 (sponsorship available to obtain)Relevant or adjacent certifications/licenses are a plus (e.g. 2-14, CFP etc.)Bilingual in English and Spanish with strong verbal and written communication skills in both languagesStrong phone presenceAttention to detail and accuracy Excellent interpersonal skills with the ability to establish rapport and trust with clientsMust 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 processesBenefits More than the basicsUncapped commission structure + competitive salary + bonusesCompletion bonuses for relevant licenses/certificationsSponsored industry travel and in-person trainingPTO: 20+ days401K or Roth matching planHealth insurance reimbursementAccess to personal financial planningGrowth and development!About Guerra Wealth AdvisorsGuerra 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. recblid 9n8cvx85agfvd6b19k3xd32fwbvviz