Appointment Setter​/Client Relations Coordinator

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.

You 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.

• Reach out to and build rapport with potential clients
• Listen closely to understand each person's goals and concerns
• Explain our services in a simple, honest, and relevant way
• Evaluate whether a prospect is ready for the next conversation
• Schedule and confirm appointments with the advisory team
• Make sure prospects feel prepared and informed before their appointment
• Keep organized records of every conversation and follow up
• Stay on track with weekly goals for conversations and appointments

This 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.

• Training in professional communication and conversation flow
• Organized systems for tracking your pipeline
• Ongoing coaching from experienced leaders on the team
• A workplace culture centered on growth and mutual respect

• Previous experience in customer service, sales, or a client facing role
• Strong listening and communication skills
• Someone dependable who follows through
• A person who is coachable and eager to grow

Coordinators who consistently perform well may move into expanded roles in client engagement, advisory support, or team leadership.