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.