Appointment Setter / Client Engagement Specialist

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.