Appointment Setter / Client Engagement Specialist

Wealthy Leadership Inc

Los Angeles (CA)

Remote

USD 41,000 - 82,000

Full time

11 days ago
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Benefits offered by this job

Performance-based pay
Growth opportunities

Job summary

Wealthy Leadership Inc is expanding its Appointment Setter team to reward performance and offer real growth. You will connect with people seeking financial clarity, building relationships through genuine conversations rather than cold outreach, and guiding them toward the next step with a trusted advisor.

Day-to-day includes engaging through social platforms, discovering goals, and qualifying prospects. Expect structured onboarding, ongoing coaching, and clear growth pathways based on

Qualifications

  • Experience in client-facing, service, or relationship-based roles.
  • Willingness to grow and develop professionally.
  • Strong communication and active listening skills.
  • Self-motivated and proactive in driving outcomes.

Responsibilities

  • Engage prospects through social platforms, professional communities, and personal networks.
  • Lead discovery-style conversations to understand goals, challenges, and financial situations.
  • Communicate our services in a personal, simple, and relevant way.
  • Qualify prospects and coordinate appointments with our advisory team.
  • Follow up consistently and maintain organized notes and pipeline records.
  • Meet weekly activity and performance benchmarks.

Skills

Client-facing
Relationship-building
Coachable
Communication
Ownership

Job description

We're expanding our Appointment Setter team with a small group of high-caliber individuals who want to be paid for performance, trained by experienced leaders, and given real room to grow.

Your Role:

You'll connect with people who are already seeking financial clarity - and help them feel confident enough to take the next step. You'll use real conversations, not cold call lists. You'll build relationships, not just pipelines.

Day-to-Day Responsibilities:
  • - Engage prospects through social platforms, professional communities, and personal networks
  • - Lead discovery-style conversations to understand goals, challenges, and financial situations
  • - Communicate our services in a way that's personal, simple, and relevant
  • - Qualify prospects and coordinate appointments with our advisory team- Follow up consistently and maintain organized notes and pipeline records
  • - Meet weekly activity and performance benchmarks
Compensation:
  • - $900–$1,800/week performance-based - top performers exceed this
  • - Uncapped earnings tied directly to your output
  • - Fast-track growth opportunities for strong performers
Who We're Looking For:
  • - You take ownership. You don't wait to be motivated.
  • - You've worked in client-facing, service, or relationship-based roles
  • - You're coachable and serious about personal development
  • - You communicate clearly and genuinely enjoy conversations that matter
Training & Mentorship:

Structured onboarding, outreach frameworks, qualification systems, and ongoing coaching from experienced leaders are all part of the program.

This is a role where your communication skills, your consistency, and your commitment to people will directly determine what you earn and how far you go.

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