Senior Appointment Setter & BDR — Growth & Impact

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

Job summary

Wealthy Leadership Inc. is expanding its Appointment Setter/BDR team in the United States, seeking high-caliber professionals who own their outcomes. You’ll lead thoughtful conversations with individuals exploring better financial outcomes and help them make confident decisions.

This role emphasizes ownership, growth, and results over scripts or high-volume dialing, with a structured development program and mentorship to sharpen client engagement and qualification skills.

Qualifications

• Owner mindset with no excuses and self-direction.
• Experience with client-facing conversations, consulting, or service-based roles.
• Coachable with a willingness to grow personally and professionally.
• Self-directed and consistent in work habits.
• Values meaningful conversations and long-term relationship building.

Responsibilities

• Identify and engage potential prospects via 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.

Skills

Client-facing conversations

BDR/sales experience

Ownership mindset

Self-directed work

Job description

Wealthy Leadership Inc. is expanding its Appointment Setter/BDR team in the United States, seeking high-caliber professionals who own their outcomes. You’ll lead thoughtful conversations with individuals exploring better financial outcomes and help them make confident decisions.

This role emphasizes ownership, growth, and results over scripts or high-volume dialing, with a structured development program and mentorship to sharpen client engagement and qualification skills.