Performance-Based Appointment Setter & Client Engagement

Wealthy Leadership Inc; Los Angeles (CA); Remote; USD 41,000 - 82,000; Full time

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

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