As an Appointment Setter, you are often the first human touchpoint prospects have with Big Money — and that first impression matters. Your role is to build momentum by transforming initial interest into meaningful, face-to-face conversations with our advisors. This position demands heavy outbound calls daily, strong follow-through, and the ability to engage prospects with confidence and professionalism. Your compensation reflects your results, not just your effort. This is a fully in-office role, Monday through Friday, with participation in client seminars and events twice per week. The position is based across our Upstate South Carolina offices in Greenville, Spartanburg, and Simpsonville. Compensation includes a base salary plus incentive pay tied to each first appointment held, distributed bi-weekly. On average, total compensation averages $75,000 annually — with no ceiling on what you can earn. Responsibilities: • Ensure each advisor's calendar consistently meets or exceeds the minimum daily appointment targets • Contact, schedule, and follow up with seminar and event prospects to secure appointments • Conduct outbound calls to all prospective clients, log results in the CRM, and maintain consistent follow-up until the prospect schedules a visit, requests removal from the list, or is otherwise no longer reachable • Send the first appointment packet promptly upon scheduling • Personally invite qualified prospects to upcoming client events • Add new prospects to the CRM and maintain accurate, up-to-date records at all times • Manage advisor calendars, including appointment rescheduling and adjustments • Log detailed notes in the CRM for all calls made and appointments set • Track and record all incoming client referrals • Pre-qualify RSVPs in advance of upcoming seminars • Serve as the face of the first impression — delivering a polished, white-glove experience on every call, at every event, and throughout every office interaction, with unwavering professionalism and attention to detail Qualifications: • Prior sales experience is a plus • Background in business development is a plus • Customer service experience is required • Exceptional verbal, written, and interpersonal communication skills • Strong active listening skills and a sharp eye for detail • Polished phone presence and professional etiquette • A consistently courteous, composed, and professional demeanor Compensation: $60,000 - $85,000 yearly

• Ensure each advisor's calendar consistently meets or exceeds the minimum daily appointment targets • Contact, schedule, and follow up with seminar and event prospects to secure appointments • Conduct outbound calls to all prospective clients, log results in the CRM, and maintain consistent follow-up until the prospect schedules a visit, requests removal from the list, or is otherwise no longer reachable • Send the first appointment packet promptly upon scheduling • Personally invite qualified prospects to upcoming client events • Add new prospects to the CRM and maintain accurate, up-to-date records at all times • Manage advisor calendars, including appointment rescheduling and adjustments • Log detailed notes in the CRM for all calls made and appointments set • Track and record all incoming client referrals • Pre-qualify RSVPs in advance of upcoming seminars • Serve as the face of the first impression — delivering a polished, white-glove experience on every call, at every event, and throughout every office interaction, with unwavering professionalism and attention to detail