What You'll DoIdentify and engage potential prospects through social platforms, professional communities, referrals, and personal networksInitiate respectful, thoughtful conversations with professionals and business ownersAsk good questions to understand each person's goals, challenges, and current financial situationCommunicate our services in a simple, relevant, and personalized way - no jargon, no pressureAssess genuine alignment and readiness before recommending a next stepCoordinate and schedule appointments with our advisory teamPrepare prospects with clear next steps ahead of their sessionMaintain organized notes and follow up consistentlyBuild and manage a steady, qualified pipeline week over weekStay aligned with weekly activity and performance goalsWhat We're Looking ForExperience in client-facing conversations - sales, consulting, hospitality, customer success, or any service-based role where you've had to build trust quicklySomeone who takes full ownership of their results without needing hand-holdingCoachable and genuinely open to personal and professional growthSelf-directed, consistent, and organizedSomeone who values real conversations and long-term relationships over quick transactionsComfortable with a remote, flexible, activity-driven work structureNo specific license or certification required to start - this is a conversation and coordination role, not a licensed advisory role. Selected candidates go through a structured onboarding that includes:Proven communication frameworks for professional outreachMessaging structure and templates you can personalize in your own voiceSystems for building consistent client flowQualification and appointment coordination guidanceOngoing 1:1 mentorship from experienced leaders on the teamWhy People Choose to Work With UsFlexible, remote, activity-based structure - you control your schedule and your effortA genuinely values-driven culture, not a high-pressure sales floorA real growth path, not just a setter role with no ceilingDirect mentorship, not a call queue with no support.