Appointment Setter

Wealthy Leadership Inc.; Los Angeles (CA); On-site; USD 40,950 - 81,900; Full time

Job summary

Wealthy Leadership is expanding its Client Engagement Team and we are looking for an Appointment Setter who brings polish and consistency to every conversation. This is not entry level cold calling.

You will engage professionals already interested in improving their wealth situation and guide them toward a real conversation with our advisory team through thoughtful dialogue. This role emphasizes relationship building, not high-volume dialing.

Qualifications

• Experience in sales or client-facing roles is preferred.
• Ability to build relationships and guide conversations.

Responsibilities

• Build relationships with prospects through social platforms, referrals, and personal networks.
• Lead conversations that uncover a person's goals and current challenges.
• Explain our services clearly and in a way that fits each individual.
• Determine whether a prospect is ready for a deeper strategy conversation.
• Coordinate and confirm appointments with our advisory team.
• Keep prospects informed and prepared before their scheduled appointment.
• Track your pipeline and follow up consistently until conversations convert.
• Hit weekly targets for conversations and appointments set.

Skills

Sales experience

Customer service

Relationship building

Job description

Wealthy Leadership is expanding its Client Engagement Team, and we are looking for a Appointment Setter who brings both polish and consistency to every conversation. This is not an entry level cold calling job. You will engage professionals who are already interested in improving their wealth situation, and your job is to guide them toward a real conversation with our advisory team through genuine, well thought out dialogue.

What You Will Do

• Build relationships with prospects through social platforms, referrals, and personal networks
• Lead conversations that uncover a person's goals and current challenges
• Explain our services clearly and in a way that fits each individual
• Determine whether a prospect is ready for a deeper strategy conversation
• Coordinate and confirm appointments with our advisory team
• Keep prospects informed and prepared before their scheduled appointment
• Track your pipeline and follow up consistently until conversations convert
• Hit weekly targets for conversations and appointments set

How We Work

This role is built on relationships, not high volume dialing or purchased lists. Every conversation should feel personal and intentional.

Pay and Growth

This is a performance based role with weekly earnings between $900 - $1800 dollars per week, and no ceiling for top performers. As you prove consistency, you will have access to more resources and a faster path to scale your results.

What We Provide

• A proven framework for professional outreach and conversation
• Coaching from leaders who have done this work themselves
• Systems to manage your pipeline and appointments
• A team culture built on accountability and support

Who Thrives Here

• Someone with prior experience in sales, customer service, or client facing work
• A person who takes ownership without needing constant direction
• Someone coachable who wants to keep improving
• A relationship builder who plays the long game

Where This Can Lead

Strong performers are considered for expanded roles in client engagement, advisory support, and leadership over time.