Appointment Setter

Wealthy Leadership Inc; United States; Remote; USD 47,000 - 94,000; Full time

Job summary

Wealthy Leadership is expanding its Appointment Setter team and seeks people who can start real conversations with professionals and business owners who are thinking about their financial future. This is a performance-driven role built on ownership and results—no scripts and no micromanagement.

If you’re curious about people, can build trust quickly, and stay self-motivated, this could be a strong fit. You’ll identify prospects, initiate conversations, and coordinate appointments with our

Qualifications

• Experience in client-facing conversations and building trust quickly.
• Owns results without needing hand-holding.
• Willingness to work in a remote, flexible, activity-driven structure.

Responsibilities

• Identify and engage potential prospects through social platforms and networks.
• Initiate respectful conversations with professionals and business owners.
• Ask questions to understand goals, challenges, and financial situations.
• Communicate services clearly in a simple, relevant way.

Skills

Client-facing conversations

Ownership

Coachable

Self-directed

Organized

Remote work

Job description

About Wealthy Leadership

Wealthy Leadership is a Christ-centered financial coaching and leadership agency helping families and professionals build clarity, confidence, and a real plan for their money. We combining biblical stewardship principles with practical financial education helping people move from financial anxiety to a written, actionable plan.

We're not a call center, and we're not building a team of dialers. We're building a small group of sharp, relational people who genuinely care about the person on the other end of the conversation.

About the Role

We're expanding our Appointment Setter team and looking for a handful of people who know how to start real conversations and read whether someone is genuinely interested in taking the next step. You'll be reaching out to professionals and business owners who are already thinking about their financial future, having honest conversations about where they're at, and connecting the right people with our advisory team.

This is a performance-driven role built on ownership and results - not scripts and not micromanagement. If you're someone who's naturally curious about people, good at building trust quickly, and self-motivated without needing someone checking in on you daily, this could be a strong fit.

What You’ll Do

• Identify and engage potential prospects through social platforms, professional communities, referrals, and personal networks
• Initiate respectful, thoughtful conversations with professionals and business owners
• Ask good questions to understand each person's goals, challenges, and current financial situation
• Communicate our services in a simple, relevant, and personalized way - no jargon, no pressure
• Assess genuine alignment and readiness before recommending a next step
• Coordinate and schedule appointments with our advisory team
• Prepare prospects with clear next steps ahead of their session
• Maintain organized notes and follow up consistently
• Build and manage a steady, qualified pipeline week over week
• Stay aligned with weekly activity and performance goals

What We’re Looking For

• Experience in client-facing conversations - sales, consulting, hospitality, customer success, or any service-based role where you've had to build trust quickly
• Someone who takes full ownership of their results without needing hand-holding
• Coachable and genuinely open to personal and professional growth
• Self-directed, consistent, and organized
• Someone who values real conversations and long-term relationships over quick transactions
• Comfortable with a remote, flexible, activity-driven work structure

No specific license or certification required to start - this is a conversation and coordination role, not a licensed advisory role.

Compensation & Growth

• Performance-based structure with typical weekly earnings of $900–$1,800; strong performers regularly exceed this
• No cap on earnings - your activity and results drive your income directly
• Access to a platform where consistent performers can scale quickly into higher-responsibility roles
• Opportunity to grow within a mission-driven company with a genuine leadership development path

Training & Support

You won't be figuring this out on your own. Selected candidates go through a structured onboarding that includes:

• Proven communication frameworks for professional outreach
• Messaging structure and templates you can personalize in your own voice
• Systems for building consistent client flow
• Qualification and appointment coordination guidance
• Ongoing 1:1 mentorship from experienced leaders on the team

Why People Choose to Work With Us

• Flexible, remote, activity-based structure - you control your schedule and your effort
• A genuinely values-driven culture, not a high-pressure sales floor
• A real growth path, not just a setter role with no ceiling
• Direct mentorship, not a call queue with no support