Appointment Setter / Business Development Representative

Wealthy Leadership is a Christ-centered financial coaching agency helping families and professionals build real plans for their money rooted in biblical stewardship, not sales pressure or hype. As we grow, we need a few sharp, relational people to have the first conversation with prospects before they ever meet our advisory team.

 We're building a small team of people who are actually good at talking to people.

The Role at a Glance

What You'll Be Doing

• Engaging prospects through social platforms, referrals, and personal networks
• Starting respectful, curious conversations - not pitches
• Understanding each person's goals, challenges, and financial situation
• Explaining our services simply, with zero jargon and zero pressure
• Judging real readiness before recommending a next step
• Scheduling and coordinating appointments with our advisory team
• Prepping prospects so they show up ready for their session
• Keeping clean notes and staying consistent with follow-up
• Building your own pipeline, week over week

Why Setters Like Working Here

• Uncapped income - your activity and results set your ceiling, not a pay grade
• Real flexibility - remote, self-directed, no clocking in
• Actual mentorship - you'll have someone in your corner, not just a login
• A mission that means something - you're not selling people something they don't need
• A growth path - consistent performers can move into bigger roles, including advisory tracks for those interested

You'll Thrive Here If You

• Have worked in a client-facing role and know how to build trust quickly
• Don't need someone managing your every move
• Take feedback and coaching well
• Are organized and consistent without being told to be
• Care more about real conversations than fast transactions