Appointment Setter / Business Development Representative

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

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

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