Strategic Appointment Setter & Business Development

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

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.