Appointment Setter

Wealthy Leadership Inc
  • New York, NY
  • Remote
  • $900–$1,800 Per Week
  • Part-time
  • Quick Apply
9 days ago

Job Description

About Wealthy LeadershipWe're a Christ-centered financial coaching agency helping families and professionals build a real plan for their money rooted in biblical stewardship, not fear tactics or empty promises. We're a team of people who care about the person on the other end of every conversation.What This Role IsYou'll connect with professionals and business owners through your network, social platforms, and referrals - people who are already thinking about their financial future. You'll have honest conversations to understand where they're at, explain what we do simply and without pressure, and connect the ones who are ready with our advisory team.What This Role Is NotNot cold-calling off a scriptNot high-pressure salesNot a role where you'll be micromanaged or babysatYour ResponsibilitiesIdentify and engage prospects through social platforms, professional communities, referrals, and networkingStart respectful, thoughtful conversations with professionals and business ownersAsk real questions to understand goals, challenges, and financial situationsExplain our services simply and personally - no jargon, no pitch-slappingAssess genuine readiness before recommending next stepsSchedule and coordinate appointments with our advisory teamPrep prospects with clear next steps before their appointmentKeep organized notes and follow up consistentlyBuild and manage a steady pipelineHit weekly activity and performance goalsThis Is a Strong Fit If You:Have experience in sales, consulting, hospitality, or another client-facing roleTake full ownership of your results without needing hand-holdingAre coachable and want to keep growingAre self-directed, consistent, and organizedValue real relationships over quick transactionsWant flexibility and are comfortable with commission-based payNo license or certification required to start - this is a conversation and coordination role, not a licensed advisory position.Quick Questions, Straight AnswersHow much can I actually make?Most active setters earn $900–$1,800/week. There's no cap - your activity and results drive your income directly.Do I need experience in financial services?No. You need to be good with people and coachable. We'll teach you the rest.Is this remote?Yes, fully remote and flexible - you build your schedule around your activity goals.What makes this different from other setter roles?A values-driven culture instead of a high-pressure floor, real mentorship instead of a login and a to-do list, and a genuine growth path for people who stick with it.

Job Posted by ApplicantPro

Numbers & Facts

LocationNew York, NY (
Remote
)
Job TypePart-time
Salary$900–$1,800 Per Week

Skills

  • Business Developmentunmatched
  • Coachingunmatched
  • Cold Calling Skillsunmatched
  • Customer Relationsunmatched
  • Financial Servicesunmatched
  • Organizational Skillsunmatched
  • Plan Meetingsunmatched
  • Stewardshipunmatched

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