Appointment Setter​/Client Engagement Specialist

We're expanding our Appointment Setter team with a small group of high-caliber individuals who want to be paid for performance, trained by experienced leaders, and given real room to grow.

You'll connect with people who are already seeking financial clarity - and help them feel confident enough to take the next step. You'll use real conversations, not cold call lists. You'll build relationships, not just pipelines.

• - Engage prospects through social platforms, professional communities, and personal networks
• - Lead discovery-style conversations to understand goals, challenges, and financial situations
• - Communicate our services in a way that's personal, simple, and relevant
• - Qualify prospects and coordinate appointments with our advisory team
  - Follow up consistently and maintain organized notes and pipeline records
• - Meet weekly activity and performance benchmarks

• - $900–$1,800/week performance-based - top performers exceed this
• - Uncapped earnings tied directly to your output
• - Fast-track growth opportunities for strong performers

• - You take ownership. You don't wait to be motivated.
• - You've worked in client-facing, service, or relationship-based roles
• - You're coachable and serious about personal development
• - You communicate clearly and genuinely enjoy conversations that matter

Structured onboarding, outreach frameworks, qualification systems, and ongoing coaching from experienced leaders are all part of the program.

This is a role where your communication skills, your consistency, and your commitment to people will directly determine what you earn and how far you go.