Appointment Setter

Wealthy Leadership Inc
  • Los Angeles, CA
  • Part-time
  • Quick Apply
1 day ago

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 doStart conversations with professionals and business owners, understand their financial goals and challenges, and connect the right ones with our advisory teamHow you find themSocial platforms, professional communities, referrals, and networkingPay$900–$1,800/week, commission-based, no capScheduleFully remote, flexible, activity-drivenExperience neededClient-facing background (sales, consulting, hospitality, service) - no license requiredSupportStructured onboarding + ongoing mentorshipWhat You'll Be DoingEngaging prospects through social platforms, referrals, and personal networksStarting respectful, curious conversations - not pitchesUnderstanding each person's goals, challenges, and financial situationExplaining our services simply, with zero jargon and zero pressureJudging real readiness before recommending a next stepScheduling and coordinating appointments with our advisory teamPrepping prospects so they show up ready for their sessionKeeping clean notes and staying consistent with follow-upBuilding your own pipeline, week over weekWhy Setters Like Working HereUncapped income - your activity and results set your ceiling, not a pay gradeReal flexibility - remote, self-directed, no clocking inActual mentorship - you'll have someone in your corner, not just a loginA mission that means something - you're not selling people something they don't needA growth path - consistent performers can move into bigger roles, including advisory tracks for those interestedYou'll Thrive Here If YouHave worked in a client-facing role and know how to build trust quicklyDon't need someone managing your every moveTake feedback and coaching wellAre organized and consistent without being told to beCare more about real conversations than fast transactions

Job Posted by ApplicantPro

Numbers & Facts

LocationLos Angeles, CA
Job TypePart-time

Skills

  • Business Developmentunmatched
  • Coachingunmatched
  • Customer Relationsunmatched
  • Financial Servicesunmatched
  • Leadershipunmatched
  • Mentoringunmatched
  • Onboardingunmatched
  • Organizational Skillsunmatched
  • Plan Meetingsunmatched
  • Stewardshipunmatched
  • Team Buildingunmatched
  • Team Lead/Managerunmatched

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