Appointment Setter, Financial Services (Remote)

Appointment Setter, Financial Services (Remote)
Confidence Wealth Management. Remote (United States). Full time.
$45,000 to $55,000 base salary plus commission
(Total compensation $77.8K – $90K • Offers Commission • Offers Bonus)
High performance environment. Read this before you apply.
I'll save you time. This firm is not for everyone. By my estimate, about one in five people can actually work the way we work — direct, fast, results-first, team-first, clean, politics-free, and without the grievance culture that quietly drains most offices. That's not a complaint about people. It's a statement of fit. The other four out of five will be happier somewhere else, and we'd rather they get there quickly.
Our clients trust us with the results of their life's effort — businesses they built, wealth they accumulated, decisions that will outlive them. Our internal culture exists to protect that trust. The directness protects it. The team orientation protects it. The focus on results protects it. The clean environment, the politics-free workplace, the refusal to let problems sit unresolved — all of it protects it.
Confidence Wealth Management is a boutique, independent, fiduciary firm that integrates investment, tax, and estate planning into a single coordinated plan. The work is legacy-weighted: clients bring us decades of accumulated wealth and decisions that outlive them. The internal culture runs on seven explicit values, and every one of them is also a filter.
If you read the seven values above and you got excited — like you've been looking for a place that actually operates this way — we should talk. If you felt anything else, you already have your answer.
— Rem Oculee, Founder & CEO
You won't fit here if…
Direct feedback wounds you. If being told plainly that something is wrong feels like an attack, the daily rhythm here will exhaust you.
You need to be softened, prepared, or coddled before hearing hard truths.
You prefer deliberation for its own sake. Slowness as a proxy for "being thorough" reads to us as "not done yet."
Your default status update is a description of what you're working on rather than what you finished.
You say "I've been busy" instead of delivering, or "I'm still working on it" instead of either asking for help or shipping.
You keep score of who got credit, who didn't, and what you're owed.
Profanity, crude humor, or sexualized or off-color jokes are part of how you relax or bond with coworkers. This is not the place.
You like to bring your politics to work, openly or by implication.
You process frustration by talking about people instead of to them.
You enjoy identifying problems more than resolving them. Water-cooler critique has no home here.
You'll fit here if…
You can hear "that's not right, here's why, please fix it" without flinching or taking it personally.
You give feedback the same way you want to receive it: respectfully, promptly, and unambiguously.
You move quickly and adapt. You don't treat every small decision as a committee-level question.
You measure your day by what you finished, not what you touched.
If you said Thursday, it's done Thursday — or someone hears about it Wednesday.
You ask for help when you need it, without apology or performance. Help is always available; confusion rarely is.
You share credit instinctively. The team winning is the only win that counts to you.
You keep a clean workplace by default — no profanity, no crude or off-color humor — because that's already how you carry yourself.
You keep your politics out of client work and team communication, because you respect that not everyone shares them.
If you have a problem with a teammate, you bring it to them with a proposed solution — not to someone else as a complaint.
You care about the details because you understand that what we do affects families for decades.
Wealth Management Associate (Appointment Setter)Role
Turn the interest our marketing creates into first appointments that hold. You are on the phone all day with people who have already shown interest in the firm, and your job is to reach them quickly, have a real conversation, qualify them, and book a first meeting with one of our advisors.
The people you will call
Nobody on your list is cold. Every contact has come to us through the firm's marketing: advertising, educational content and events, requests for information, and prior inquiries in our database. They have raised a hand about retirement planning and wealth management. The gap between that moment of interest and a held appointment with an advisor is the job.
What you bring
Qualified first appointments booked and held every week, at the firm's weekly standard
New leads contacted the same day they arrive, then worked through a disciplined follow up sequence until they book or close out
Appointments confirmed, reminded, and rescheduled so advisor calendars hold
Every call, text, and email logged in Salesforce, so the record can be trusted
Your weekly activity and appointment numbers reported to your manager on time, without being asked
Advisors walking into first appointments with prospects who know why they are there
What you will do
Make outbound calls, texts, and emails all day to marketing generated leads and database contacts
Have a real conversation: understand what prompted the person's interest, ask good questions, and explain plainly why a one-to-one meeting with an advisor is the right next step
Qualify prospects against the firm's criteria before booking
Book first appointments directly on advisor calendars, then confirm, remind, and reschedule as needed
Follow up persistently and professionally with people who have not responded yet
Keep Salesforce accurate: contact details, call outcomes, next steps, and appointment status
Use the firm's approved scripts, templates, and talking points, and stay inside compliance and confidentiality standards
Track your own numbers daily (contacts, conversations, appointments set, appointments held) and report them weekly
Give advisors and the marketing team specific feedback on lead quality and what prospects are saying
Work in the firm's virtual office, camera on, during Pacific business hours
You should be familiar with
Salesforce or a comparable CRM, used daily to log every contact and manage a pipeline
A business phone system (we use RingCentral) and text messaging from inside a CRM
Microsoft 365: Outlook, Teams, and Excel
Zoom and virtual office platforms
Call recording and coaching tools
Learning new platforms quickly; our systems change as we grow
What success looks like
Held qualified first appointments per week, against the firm's standard
Show rate on the appointments you book
Speed to lead: time from a lead arriving to your first contact attempt
Contacts and conversations per day
Salesforce accuracy and completeness
Weekly report delivered on time
Requirements
Three or more years in sales, appointment setting, client service, banking, insurance, financial services, or a comparable professional environment, including at least one year in a role where outbound calling was the core of your day
Numbers you can show from a prior role: contacts per day, appointments set, show rate, or quota attainment
A strong phone presence: you sound like a professional, you listen, and you ask for the appointment
Highly organized, with follow up habits that do not depend on memory
Comfortable making outbound calls all day, including to people who did not pick up the first three times
Experience in financial services, insurance, or banking strongly preferred
You live in the United States and are authorized to work here for any employer
Available to work Pacific business hours during the training period; schedule changes after training are not promised and are based on firm needs
A quiet, private home workspace with high-speed internet (verified before your start date), and camera on during the workday
What we offer
$45,000 to $55,000 base salary, plus commission tied to appointments held and clients won. Where you land in the base range depends on your experience and demonstrated results.
Paid time off, medical, dental, and vision insurance, and a 401(k)
Fully remote work with a team that runs on Pacific time
About the firm
Confidence Wealth Management is a boutique, independent, fiduciary Registered Investment Adviser headquartered in Torrance, California, operating as a fully virtual team across Pacific, Central, and Eastern time zones. We integrate investment, tax, and estate planning into one coordinated plan for families and business owners.
How we hire for this role
Applications are reviewed as they arrive. If your application moves forward, you will have a 30 minute video interview that includes a short live phone role play, a brief take home exercise due within 24 hours, and a final interview with our CEO. We expect to close this posting on or before November 1st, 2026.written communication skills

Work arrangement
Yes