Appointment Setter / Client Relations Coordinator

About Wealthy Leadership

We're a Christ-centered financial coaching agency helping families and professionals build a real plan for their money rooted in biblical stewardship, not fear tactics or empty promises. We're a team of people who care about the person on the other end of every conversation.

What This Role Is

You'll connect with professionals and business owners through your network, social platforms, and referrals - people who are already thinking about their financial future. You'll have honest conversations to understand where they're at, explain what we do simply and without pressure, and connect the ones who are ready with our advisory team.

What This Role Is Not

• Not cold-calling off a script
• Not high-pressure sales
• Not a role where you'll be micromanaged or babysat

Your Responsibilities

• Identify and engage prospects through social platforms, professional communities, referrals, and networking
• Start respectful, thoughtful conversations with professionals and business owners
• Ask real questions to understand goals, challenges, and financial situations
• Explain our services simply and personally - no jargon, no pitch-slapping
• Assess genuine readiness before recommending next steps
• Schedule and coordinate appointments with our advisory team
• Prep prospects with clear next steps before their appointment
• Keep organized notes and follow up consistently
• Build and manage a steady pipeline
• Hit weekly activity and performance goals

This Is a Strong Fit If You:

• Have experience in sales, consulting, hospitality, or another client-facing role
• Take full ownership of your results without needing hand-holding
• Are coachable and want to keep growing
• Are self-directed, consistent, and organized
• Value real relationships over quick transactions
• Want flexibility and are comfortable with commission-based pay

No license or certification required to start - this is a conversation and coordination role, not a licensed advisory position.

Quick Questions, Straight Answers

How much can I actually make?
Most active setters earn $900–$1,800/week. There's no cap - your activity and results drive your income directly.

Do I need experience in financial services?
No. You need to be good with people and coachable. We'll teach you the rest.

Is this remote?
Yes, fully remote and flexible - you build your schedule around your activity goals.

What makes this different from other setter roles?
A values-driven culture instead of a high-pressure floor, real mentorship instead of a login and a to-do list, and a genuine growth path for people who stick with it.