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Appointment Setter

Wealthy Leadership · Remote
RemotePart-timeFinance & InsuranceMid Level$900–$1,800/yr
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About the Appointment Setter role

Appointment Setter positions focus on delivering results in their domain. This page aggregates open Appointment Setter roles and what employers typically expect.

We're selectively expanding our Appointment Setter team at Wealthy Leadership and are looking for a small number of high-caliber individuals who operate at a different standard. You'll be working directly with people who are already exploring ways to improve their financial situation. Your job is to lead high-quality conversations, think critically, and help people make clear, confident decisions about taking the next step. This is a performance-driven 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 conversations with professionals and business owners - Understand each person's goals, challenges, and current financial situation - Communicate our services in a simple, relevant, and personalized way - Assess alignment and readiness for a financial strategy conversation - Coordinate and schedule appointments with our advisory team - Provide clear next steps and ensure prospects are prepared before their session - Maintain organized notes and consistent follow-up - Develop and manage a steady pipeline of qualified conversations - Stay aligned with weekly activity and performance goals Note: Outreach is conducted through direct conversations, referrals, and networking. Compensation: - Performance-based structure with potential to earn $900–$1,800 per week, with top performers exceeding this range - No cap on earnings - your results directly drive your income - Access to a platform where strong performers can scale quickly - Opportunity to grow within a professional, mission-driven environment Training & Support: Selected candidates will participate in a structured development program that includes communication frameworks for professional outreach, systems for consistent client flow, qualification and appointment coordination guidance, messaging structure support, and ongoing mentorship from experienced leaders. Ideal Candidate: - Takes full ownership of results - no excuses, no hand-holding - Has experience in client-facing conversations, consulting, or service-based roles - Is coachable and open to personal and professional growth - Is self-directed and consistent - Values meaningful conversations and long-term relationship building We value professionals who are eager to make an impact through clear communication, strategic thinking, and dedicated service. Join us in transforming conversations into lasting partnerships.

Salary estimate

$900 – $1,800/yr
Provided by the employer.

Skills for this role

CommunicationLeadership

Resume tips for Appointment Setter applicants

Interview preparation

Prepare concrete STAR-format stories that show Appointment Setter outcomes you drove.

Research the employer's product and recent news before the interview.

Be ready to explain how you'd approach a typical Appointment Setter problem end to end.

Have thoughtful questions ready about the team, tools and success metrics.

About Wealthy Leadership

Wealthy Leadership is actively hiring on Jobedly. Explore their open roles and what it's like to work there.

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