Educational seminars and workshops
Radio show engagement
Website inquiries
Social media campaigns
Client referrals
Existing CRM opportunities Your mission is to build rapport, identify needs, educate prospects on what to expect, and schedule qualified appointments for our advisors. Success in this role directly impacts both the firm's growth and the number of families we help each year. What You'll DoProspect Engagement & Appointment Setting
Respond quickly to inbound leads and prospect inquiries.
Conduct meaningful conversations to uncover retirement concerns, goals, and timelines.
Convert warm and existing leads into qualified advisor appointments.
Re-engage inactive and aged opportunities already within the CRM.
Build trust and rapport through professional phone, text, and email communication.
Maintain consistent follow-up until a prospect is fully engaged or dispositioned. Lead Qualification & Relationship Building
Gather key information regarding retirement goals, financial concerns, and planning needs.
Qualify opportunities before advisor meetings.
Prepare prospects for a successful first appointment.
Help create a positive first impression of the Mattson Financial experience. CRM & Pipeline Management
Document all communications and prospect activity in CRM.
Maintain accurate records, notes, and next-action items.
Track progress toward appointment, show-rate, and conversion goals.
Support advisor calendars with a steady flow of qualified opportunities. Event & Campaign Follow-Up
Follow up with seminar attendees and event participants.
Support marketing campaigns and lead nurturing initiatives.
Engage prospects through phone, email, text messaging, and other approved communication channels.

What Success Looks Like You will be measured on meaningful outcomes—not just activity.

Successful team members consistently:

Schedule qualified appointments for advisors.
Maintain strong appointment show rates.
Conduct quality conversations that uncover client needs.
Execute consistent follow-up processes.
Maintain accurate CRM documentation.
Contribute to firm growth through lead conversion and relationship-building.
What We're Looking ForRequired Qualifications
2+ years of experience in appointment setting, inside sales, lead conversion, business development, or client engagement.
Strong communication and relationship-building skills.
Confidence handling objections and navigating conversations.
Experience working inside a CRM platform.
Self-motivated and goal-oriented mindset.
Strong organizational and follow-through skills.
Ability to work independently while collaborating with a team. Preferred Qualifications
Financial services, insurance, retirement planning, or wealth management experience.
Salesforce or similar CRM experience.
Experience working with KPI-driven sales environments.
Background in consultative sales or client relationship management. Training & Professional Development We invest heavily in our people. New team members receive training focused on:
Retirement planning fundamentals
Lead conversion best practices
Effective appointment-setting strategies
CRM and process management
Communication and objection-handling skills You'll participate in coaching, call reviews, and ongoing professional development designed to help you continuously improve and advance your career. Compensation$48,000-$60,000+ Annual Earnings Potential Compensation includes:
Competitive base salary
Quarterly performance bonuses
Incentives tied to: o Qualified appointments scheduled o Held appointments o CRM performance metrics o Lead conversion success o Show-rate achievement Top performers have significant upside earning potential. Schedule & Flexibility
Full-time position
Based in Grand Rapids, Michigan
Some weekend radio-show support required
Limited remote flexibility for selected weekend coverage
Occasional evening outreach opportunities when prospects are most available Why Mattson Financial Services? At Mattson Financial, culture matters. We're a team that values:
Doing what's right for clients
Continuous learning and improvement
Accountability and follow-through
Collaboration and teamwork
Professionalism and integrity
A growth mindset We move quickly, support one another, and celebrate success together.

We're looking for someone who is driven, resilient, coachable, and excited about building a long-term career with a growing financial services firm. If you're looking for a role where your work directly impacts families, advisors, and company growth—and where your earning potential reflects your performance—we'd love to talk with you.

Pay:

$48,000.00 - $60,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Paid sick time Paid time off Parental leave Vision insurance

Work Location:

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