Appointment Setter

We are selectively expanding our Client Engagement Team at Wealthy Leadership and are looking for a small number of high caliber Appointment Setters who operate at a different standard. You will be working directly with individuals already exploring ways to improve their wealth. Your responsibility is to lead high quality sales conversations, deliver outstanding customer service, think critically, and help people make clear, confident decisions. This is a performance driven sales environment built around ownership, growth, and results, not scripts, micromanagement, or high volume outreach.

Duties

• Identify and engage potential prospects through social platforms, professional communities, and personal networks
• Initiate respectful, thoughtful sales conversations with professionals and business owners
• Understand each person's goals, challenges, and current wealth situation
• Communicate our services in a simple, relevant, and personalized way, a true customer service approach
• Assess alignment and readiness for a wealth building strategy conversation
• Set and coordinate appointments with our advisory team
• Provide clear next steps and ensure prospects are prepared prior to their appointment
• Maintain organized notes and consistent follow up
• Develop and manage a steady pipeline of qualified sales conversations
• Stay aligned with weekly activity and performance goals

Note: Outreach is conducted through direct conversations, referrals, and networking. This role does not rely on mass outreach lists or high volume dialing.

Compensation

• Performance based structure with potential to earn $900 - $1800 per week, with top performers exceeding this range
• No cap on growth, your results directly drive your income
• Access to a platform where strong appointment setters can scale quickly
• Opportunity to grow within a professional, mission driven environment

Training and Environment

Selected candidates will participate in a structured development program that includes:

• Communication frameworks for professional sales outreach
• Systems for consistent client flow, appointment setting, and engagement
• Guidance on qualification and appointment coordination
• Customer service messaging and conversation support
• Ongoing mentorship and coaching from experienced sales leaders
• A culture focused on growth, accountability, and execution

Ideal Candidate

• Takes ownership of their results, no excuses, no hand holding
• Has experience in customer service, sales, or client facing roles
• Is coachable and open to personal and professional growth
• Is self directed and consistent in their work
• Values meaningful conversations and long term relationship building

Growth Path
Appointment setters who demonstrate consistency and strong sales performance may be considered for expanded responsibilities within client engagement, advisory support, or leadership development over time.

We value energetic sales professionals who are eager to make an impact through clear communication, strategic thinking, dedicated customer service, and purposeful growth. Join Wealthy Leadership and transform conversations into lasting partnerships.