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.