Appointment Setter

Wealthy Leadership is looking for a Client Relations Coordinator to serve as the first point of contact for individuals interested in improving their money situation. This role blends customer service and sales, you will listen carefully, communicate clearly, and help people take the next step with confidence. We are not looking for high pressure sales tactics here, we are looking for someone who genuinely cares about doing right by the people they talk to.A Day in This RoleYou will spend your time connecting with prospects through your network, social platforms, and referrals. Each conversation is a chance to understand someone's situation, answer their questions honestly, and determine if a meeting with our advisory team makes sense.Key ResponsibilitiesReach out to and build rapport with potential clientsListen closely to understand each person's goals and concernsExplain our services in a simple, honest, and relevant wayEvaluate whether a prospect is ready for the next conversationSchedule and confirm appointments with the advisory teamMake sure prospects feel prepared and informed before their appointmentKeep organized records of every conversation and follow upStay on track with weekly goals for conversations and appointmentsPay StructureThis role pays range from  $900 - $1800 weekly based on performance, with strong performers earning well above that range. There is no cap on what you can earn.Support and DevelopmentTraining in professional communication and conversation flowOrganized systems for tracking your pipelineOngoing coaching from experienced leaders on the teamA workplace culture centered on growth and mutual respectIdeal BackgroundPrevious experience in customer service, sales, or a client facing roleStrong listening and communication skillsSomeone dependable who follows throughA person who is coachable and eager to growCareer PathCoordinators who consistently perform well may move into expanded roles in client engagement, advisory support, or team leadership.

Job Posted by ApplicantPro