Appointment Setter / Business Development Representative
Boost your chances before you apply.
Wealthy Leadership Inc
Los Angeles, CA, US
Summary
Engage with prospects through social platforms and networks to understand their financial goals and challenges. Coordinate and schedule appointments for the advisory team while maintaining consistent follow-up and pipeline management.
Job Description
Wealthy Leadership is a Christ-centered financial coaching agency helping families and professionals build real plans for their money rooted in biblical stewardship, not sales pressure or hype. As we grow, we need a few sharp, relational people to have the first conversation with prospects before they ever meet our advisory team.
We're building a small team of people who are actually good at talking to people.
The Role at a Glance
| What you do | Start conversations with professionals and business owners, understand their financial goals and challenges, and connect the right ones with our advisory team |
| How you find them | Social platforms, professional communities, referrals, and networking |
| Pay | $900–$1,800/week, commission-based, no cap |
| Schedule | Fully remote, flexible, activity-driven |
| Experience needed | Client-facing background (sales, consulting, hospitality, service) - no license required |
| Support | Structured onboarding + ongoing mentorship |
What You'll Be Doing
- Engaging prospects through social platforms, referrals, and personal networks
- Starting respectful, curious conversations - not pitches
- Understanding each person's goals, challenges, and financial situation
- Explaining our services simply, with zero jargon and zero pressure
- Judging real readiness before recommending a next step
- Scheduling and coordinating appointments with our advisory team
- Prepping prospects so they show up ready for their session
- Keeping clean notes and staying consistent with follow-up
- Building your own pipeline, week over week
Why Setters Like Working Here
- Uncapped income - your activity and results set your ceiling, not a pay grade
- Real flexibility - remote, self-directed, no clocking in
- Actual mentorship - you'll have someone in your corner, not just a login
- A mission that means something - you're not selling people something they don't need
- A growth path - consistent performers can move into bigger roles, including advisory tracks for those interested
You'll Thrive Here If You
- Have worked in a client-facing role and know how to build trust quickly
- Don't need someone managing your every move
- Take feedback and coaching well
- Are organized and consistent without being told to be
- Care more about real conversations than fast transactions
