Appointment Setter/BDR

Wealthy Leadership Inc; United States; On-site; USD 41,000 - 82,000; Full time

Job summary

Wealthy Leadership Inc. is seeking an Appointment Setter/BDR who engages professionals and business owners to understand goals and coordinate financial strategy conversations.

You will build a pipeline of qualified conversations, provide personalized messaging, and stay aligned with weekly activity targets. This role emphasizes ownership, growth, and performance in a professional, mission-driven environment.

Qualifications

• Experience with client-facing conversations, consulting, or service-based roles.
• Are coachable and open to personal and professional growth.
• Are self-directed and consistent in their work.
• Value meaningful conversations and long-term relationship building.
• Take ownership of results with a proactive approach.

Responsibilities

• Identify and engage potential prospects through social platforms, professional communities, and personal networks.
• Initiate respectful, thoughtful conversations with professionals and business owners.
• Understand each person’s goals, challenges, and current financial situation.
• Communicate services in a simple, relevant, and personalized way.
• Assess alignment and readiness for a financial strategy conversation.
• Coordinate and schedule appointments with the advisory team.
• Provide clear next steps and ensure prospects are prepared prior to their session.
• Maintain organized notes and consistent follow-up.
• Develop and manage a steady pipeline of qualified conversations.
• Stay aligned with weekly activity and performance goals.

Skills

Client-facing conversations

Consulting experience

Self-directed

Coachable

Growth mindset

Job description

We're selectively expanding our Appointment Setter/BDR at Wealthy Leadership and are looking for a small number of high-caliber individuals who operate at a different standard. You'll be working directly with individuals who are already exploring ways to improve their financial situation. Your responsibility is to lead high-quality conversations, think critically, and help people make clear, confident decisions. This is a performance-driven environment built around ownership, growth, and results, not scripts, micromanagement, or high-volume outreach.

Duties

• Identify and engage potential prospects through social platforms, professional communities, and personal networks
• Initiate respectful, thoughtful conversations with professionals and business owners
• Understand each person's goals, challenges, and current financial situation
• Communicate our services in a simple, relevant, and personalized way
• Assess alignment and readiness for a financial strategy conversation
• Coordinate and schedule appointments with our advisory team
• Provide clear next steps and ensure prospects are prepared prior to their session
• Maintain organized notes and consistent follow-up
• Develop and manage a steady pipeline of qualified conversations
• Stay aligned with weekly activity and performance goals

Note: Outreach is conducted through direct conversations, referrals, and networking. This role does not rely on mass outreach lists or high-volume dialing.

Compensation

• Performance-based structure with potential to earn $900–$1,800 per week, with top performers exceeding this range
• No cap on growth, your results directly drive your income
• Access to a platform where strong performers can scale quickly
• Opportunity to grow within a professional and mission-driven environment

Training & Environment

Selected candidates will participate in a structured development program that includes:

• Communication frameworks for professional outreach
• Systems for consistent client flow and engagement
• Guidance on qualification and appointment coordination
• Messaging structure and conversation support
• Ongoing mentorship and coaching from experienced leaders
• Culture focused on growth, accountability, and execution

Our focus is to help you build long-term, transferable skills in communication, client engagement, and professional development.

Ideal Candidate:

• Take ownership of your results (no excuses, no hand-holding)
• Experience with client-facing conversations, consulting, or service-based roles
• Are coachable and open to personal and professional growth
• Are self-directed and consistent in their work
• Value meaningful conversations and long-term relationship building

Growth Path

Individuals who demonstrate consistency and strong performance may be considered for expanded responsibilities within client engagement, advisory support, or leadership development over time.

We value energetic professionals who are eager to make an impact through clear communication, strategic thinking, dedicated service, and want to grow in a purpose-driven environment. Join us in transforming conversations into lasting partnerships!