Are you a driven, persuasive communicator who thrives in high-stakes sales? We’re seeking a top-performing Appointment Setter to connect with high-income earners and high-net-worth individuals (HNWIs) and book consultations for our elite financial planning services.
Why Join Us?
Uncapped Earnings – Competitive commission based earnings + performance bonuses for booked and converted meetings.
Premium Clientele – Engage CEOs, entrepreneurs, doctors, and executives seeking succession planning and wealth management advice
Exclusive Leads – Generate pre-qualified prospects and targeted leads - we assist with tech to help you.
Fully Remote – Flexible hours, work from anywhere, and uncapped growth potential.
Your Role:
✅ Proactively research and cultivate high-value prospects via calls, emails, Facebook and LinkedIn.
✅ Proactively reach out to high-value prospects via calls, emails, Facebook and LinkedIn.
✅ Qualify leads—identify serious buyers with investable assets.
✅ Book high-converting appointments for our expert financial advisors.
✅ Track & optimize outreach using tools. Email, WhatsApp, etc
You’re a Great Fit If You Have:
✔ 2+ years experience in lead gen, appointment setting, and hnw sales (financial services preferable).
✔ Established presence on LinkedIn, Facebook and other Social Media platforms.
✔ Exceptional phone presence—polished, confident, and consultative.
✔ Hunter mentality—you love closing leads and hitting targets.
✔ Familiarity with high-net-worth client needs (investments, tax planning, estate planning, succession planning, wealth management).
Ready to Turn Prospects into Paychecks?
Apply Now! – Send your resume and a motivational letter outlining your plan of action to: [email protected].
Join a team that rewards hustle, smarts, and results—helping clients build generational wealth while growing your own income!
#FinancialSales #WealthManagement #AppointmentSetter #RemoteJob #HighIncomeOpportunity
Job Type: Full-time
Work Location: Remote
