Posted Sep 11, 2026

Appointment Setter/ Client Development Specialist

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Wealthy Leadership is a Christ-centered financial coaching agency. We help families and professionals move from financial stress to a real, written plan built on biblical stewardship and practical financial education, not hype or pressure tactics.

We're not hiring a call floor full of dialers reading off a script. We're looking for a few people who are genuinely good in conversation and care about the person on the other end of it.


The Role, In Plain Terms

You'll be starting conversations through your network, social platforms, referrals, and professional communities with people who are already thinking about their financial future. Your job is to figure out where they're really at, explain what we do in a way that makes sense to them, and decide if they're ready for a deeper conversation with our advisory team. If they are, you set the appointment.

That's it. No cold-call quotas, no manipulation, no "always be closing." Just conversations that go somewhere real.


Your Week Will Include


This Works Well For You If:

No license or certification needed to start. This is a conversation and coordination role - not a licensed advisory position.


Pay Structure

This is commission-based, not hourly. Most active setters land between $900–$1,800/week, and there's genuinely no ceiling. Top performers earn more because the structure rewards output, not tenure. If you want a role where your effort maps directly to your paycheck, this is built for that.


You Won't Be Winging It

Every selected setter goes through onboarding that covers:

Client-facing experience in sales, consulting, hospitality, or customer service is suitable. Requires self-direction, consistency, coachability, communication, and comfort with performance-based income; no license or certification needed.

Key Responsibilities

Job Details

Benefits

About Wealthy Leadership Inc

A Christ-centered financial coaching agency helping families and professionals create practical financial plans through biblical stewardship and education. — Industry: Finance