Appointment Setter / Business Development Representative
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Wealthy Leadership is a Christ-centered financial coaching agency helping families and professionals build real plans for their money rooted in biblical stewardship, not sales pressure or hype. As we grow, we need a few sharp, relational people to have the first conversation with prospects before they ever meet our advisory team.
We're building a small team of people who are actually good at talking to people.
The Role at a Glance
| What you do | Start conversations with professionals and business owners, understand their financial goals and challenges, and connect the right ones with our advisory team |
| How you find them | Social platforms, professional communities, referrals, and networking |
| Pay | $900–$1,800/week, commission-based, no cap |
| Schedule | Fully remote, flexible, activity-driven |
| Experience needed | Client-facing background (sales, consulting, hospitality, service) - no license required |
| Support | Structured onboarding + ongoing mentorship |
What You'll Be Doing
- Engaging prospects through social platforms, referrals, and personal networks
- Starting respectful, curious conversations - not pitches
- Understanding each person's goals, challenges, and financial situation
- Explaining our services simply, with zero jargon and zero pressure
- Judging real readiness before recommending a next step
- Scheduling and coordinating appointments with our advisory team
- Prepping prospects so they show up ready for their session
- Keeping clean notes and staying consistent with follow-up
- Building your own pipeline, week over week
Why Setters Like Working Here
- Uncapped income - your activity and results set your ceiling, not a pay grade
- Real flexibility - remote, self-directed, no clocking in
- Actual mentorship - you'll have someone in your corner, not just a login
- A mission that means something - you're not selling people something they don't need
- A growth path - consistent performers can move into bigger roles, including advisory tracks for those interested
You'll Thrive Here If You
- Have worked in a client-facing role and know how to build trust quickly
- Don't need someone managing your every move
- Take feedback and coaching well
- Are organized and consistent without being told to be
- Care more about real conversations than fast transactions