Join our
remote sales team.
Speak with independent financial advisors and book introductory calls with our team. We provide the leads, calling tools, and training. Work remotely from Canada or the United States. This is a commission-only role with no fees to start.
From the first call to a booked meeting.
Here is what a setter does, in three steps.
Call advisors
We give you a lead list of independent financial advisors in Canada and the United States, plus a dialer and phone lines. You call in English and explain why a short call with us is worth their time.
Book the call
When an advisor is interested, you book a short call with our closer, the teammate who runs the sales conversation. You log every call in our CRM the same day.
Confirm the meeting
Confirm booked calls so advisors know when and how to join.
You bring a computer and a headset. We bring the rest.
- Leads, phone lines and the dialer, at no cost
- A written sales manual and training, at no cost
- No fees to apply, join or work, ever
- A stable internet connection and a quiet place to call
Compensation
This is an independent contractor role paid by commission only. There is no base pay, no hourly pay and no benefits. Earnings depend on results and are not guaranteed.
We provide the full commission schedule and payment terms before your interview.
One group interview,
then we decide.
- Apply for the role. It takes about three minutes.
- We email you times for a one-hour group interview on Microsoft Teams, usually within two to five business days of your application.
- We provide the full commission schedule and payment terms before your interview.
- Daniyal leads the session and explains the business and the pay. Then each person does a short practice call. The session is recorded and transcribed.
- We review the recording and let you know.
FAQs
Is there a salary or an hourly rate?
No. This is an independent contractor role paid by commission only. There is no base pay, no hourly pay and no benefits. Earnings depend on results and are not guaranteed. We provide the full commission schedule and payment terms before your interview.
Who provides the leads?
We do. Leads, phone lines, the dialer, a written sales manual and training are all free. You bring a computer, a headset, a stable internet connection and a quiet place to call.
Can I choose my hours?
Yes. There are no shifts, quotas or minimums. Advisors pick up during North American business hours, so that is when the calling happens.
Do I need sales experience?
Outbound calling, sales or appointment-setting experience helps, and you can tell us about it in the application. Each person also does a short practice call in the group interview.
Can I move up to closing?
Appointment setters can also move into closing. Ask about the responsibilities and requirements in your interview.
How do I know this is a real job?
You never pay to apply, train, get leads or start work. We never send cheques or ask you to buy equipment. Wealth Navigator is a marketing services provider for independent financial advisors, based in Ontario, Canada. Write to info@getwealthnavigator.com with any question before you apply.