Remote
Appointment Setter

What you will do

• Call independent financial advisors in Canada and the United States, in English, using our dialer and a lead list we supply.
• Explain in plain words why a short call with us is worth an advisor's time. We do not give financial advice and neither will you.
• Book a short call with our closer, the teammate who runs the sales conversation, and log every call in our CRM the same day.
• Confirm booked calls so advisors show up.

What we supply

Leads, phone lines, the dialer, a written sales manual and training are all free. You need a computer, a headset, a stable internet connection and a quiet place to call.

How the pay works

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.

Hours and where you work

The job is 100% remote and open to applicants in Canada and the United States. Calls happen during North American business hours.

You choose your hours. There are no shifts, quotas or minimums. Our Indeed listings describe the work on offer as 20 to 60 hours a week. That is a description, not a requirement. Daniyal Siddiqui leads the rep team and runs the interviews.

Who fits

• You speak fluent English and are easy to understand on the phone.
• You are comfortable making calls and hearing no.
• Outbound calling, sales or appointment-setting experience helps. Tell us about it in the form.

How hiring works

1. Apply below. It takes about three minutes.
2. We email you times for a one-hour group interview on Microsoft Teams, usually within two to five business days of your application.
3. We provide the full commission schedule and payment terms before your interview.
4. 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.
5. We review the recording and let you know.

You never pay anything

You never pay to apply, train, get leads or start work. We never send cheques and we never ask you to buy equipment from us or anyone we name. If someone asks you for money in our name, email info@getwealthnavigator.com.

About Wealth Navigator

Wealth Navigator is a marketing services provider for independent financial advisors, based in Ontario, Canada. We write and publish their content, run their outbound conversations and hand them booked discovery calls.

Equal opportunity

We welcome applicants of every background. We choose people on the skills the job needs, never on protected characteristics. Tell us if you need an adjustment to take part in the interview and we will do what we reasonably can.