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.