As an Appointment Setter, you are the first human connection many prospects have with Big Money. Your role is to create momentum—turning interest into meaningful, in-person conversations with our advisors. This position requires 100+ outbound calls per day, strong follow-through, and the ability to communicate with confidence and professionalism. You will be compensated based on results, not just activity. This is a 100% in-office position, Monday through Friday, with required participation in client seminars and events (2/wk). This role is based in our Upstate offices (Greenville, Spartanburg, and Simpsonville). Base salary with an incentive compensation based on the first appointment held. Incentive is paid out bi-weekly. Base salary and incentive compensation average is up to $75,000 per year. Responsibilities: • Ensure each advisor’s calendar meets or exceeds the minimum number of appointments on a day-to-day basis • Call, schedule, and follow up with prospects for appointments from seminars and events • Call all prospective clients, record results in the database, and follow up regularly until the prospect comes in for a visit, dies, moves without a forwarding address, or asks to be removed from a follow-up call list. • Mail the first appointment letter upon scheduling an appointment • Call qualified prospects for personal event invitations • Input prospects and keep the database/CRM program up-to-date • Manage the advisor’s calendar regarding appointment rescheduling • Input notes to the database/CRM of phone calls made and appointments set • Track client referrals. • Prequalify RSVPs for upcoming seminars. • Own the first impression experience — providing a polished, white-glove level of service on calls, at events, and in the office, with attention to detail, professionalism, and consistency at every step. Qualifications: • Sales Experience Preferred • Business Development Experience Preferred • Customer Service Experience Required • Top-notch verbal, written, and interpersonal skills (English) • Outstanding listening skills and attention to detail • Excellent phone etiquette • A professional and courteous disposition Compensation: $50,000 - $75,000 yearly

• Ensure each advisor’s calendar meets or exceeds the minimum number of appointments on a day-to-day basis • Call, schedule, and follow up with prospects for appointments from seminars and events • Call all prospective clients, record results in the database, and follow up regularly until the prospect comes in for a visit, dies, moves without a forwarding address, or asks to be removed from a follow-up call list. • Mail the first appointment letter upon scheduling an appointment • Call qualified prospects for personal event invitations • Input prospects and keep the database/CRM program up-to-date • Manage the advisor’s calendar regarding appointment rescheduling • Input notes to the database/CRM of phone calls made and appointments set • Track client referrals. • Prequalify RSVPs for upcoming seminars. • Own the first impression experience — providing a polished, white-glove level of service on calls, at events, and in the office, with attention to detail, professionalism, and consistency at every step.