Appointment Setter

Appointment Setter Leverage & Harvest Financial™ Location: Remote Schedule: 9:00 AM–6:00 PM EST, Monday–Friday Lunch: 1-hour unpaid lunch Pay: $6–$10/hour + performance-based bonuses Other shift options may be available About Leverage & Harvest Leverage & Harvest Financial™ is a financial strategy firm focused on helping high-net-worth individuals, high-income professionals, and business owners identify opportunities to reduce their tax burden and build a more strategic financial plan. We are growing our appointment-setting team and are looking for confident, motivated communicators who are comfortable making outbound calls and starting conversations with qualified prospects. The Role As an Appointment Setter, your primary responsibility is to make outbound cold calls to prospective clients, introduce Leverage & Harvest, identify basic qualification criteria, and schedule qualified prospects for a consultation with one of our advisors. You are not responsible for closing the sale. Your job is to create conversations, qualify interest, and book quality appointments.

Key Responsibilities

Make a high volume of outbound calls to prospective high-net-worth individuals and business owners Introduce Leverage & Harvest and our tax-strategy services professionally Engage prospects in a natural, confident conversation Ask qualification questions and identify potential fit Generate interest in speaking with one of our financial/tax strategy advisors Schedule qualified appointments directly onto the advisor’s calendar Confirm appointments and help maximize show rates Accurately document calls, notes, outcomes, and follow-ups in our CRM Follow established scripts, processes, and compliance guidelines Consistently meet daily and weekly activity and appointment-setting KPIs What We’re Looking For Strong communication and conversational skills Comfortable making cold calls Confident speaking with high-income professionals and business owners Coachable and willing to follow a proven sales process Competitive, motivated, and results-oriented Strong work ethic and consistent attendance Ability to handle rejection without losing momentum Previous appointment-setting, telemarketing, insurance, financial services, or high-ticket sales experience is a plus — but not required

Compensation

Base Pay: $6–$10/hour + performance bonuses Your earning potential increases based on the quality and number of appointments you generate and keep. Our incentive structure rewards setters who consistently produce qualified, kept appointments rather than simply making calls. Example performance incentives may include: Bonuses for qualified appointments booked Additional bonuses based on kept appointments Higher bonus rates as you reach monthly appointment milestones Quality incentives for appointments that meet our qualification criteria Schedule Standard Shift 9:00 AM–6:00 PM EST 1-hour lunch break Alternative shifts may be available depending on business needs and performance. Who Thrives in This Role? This position is ideal for someone who enjoys sales, competition, talking to people, and being rewarded directly for performance. If you can confidently pick up the phone, start conversations with strangers, handle objections, and consistently create opportunities for our advisors, we’d love to hear from you. Leverage Strategy. Harvest Wealth.