Financial Specialist

At Mattson Financial Services, we believe retirement planning is about more than numbers—it’s about helping families create confidence, clarity, and peace of mind for the future.

For years, we've helped individuals and families navigate retirement through education-first strategies, personalized guidance, and a commitment to doing what's best for our clients. Through educational seminars, radio programming, digital marketing, and community outreach, thousands of people engage with our firm each year seeking trusted financial guidance.

We're growing and looking for a driven, relationship-focused professional to join our team as a Financial Specialist.

This role serves as the critical first connection between prospective clients and our advisory team. You'll engage with interested prospects, uncover their needs and goals, and help connect them with our advisors through meaningful conversations and qualified appointments.

If you thrive in a fast-paced environment, enjoy helping people, excel at relationship-building, and want an opportunity with strong earning potential and long-term career growth, we want to meet you.

Start here. Grow your career. Make an impact.

The Financial Specialist plays a key role in driving the growth of Mattson Financial Services. Rather than cold-calling strangers all day, you'll engage with individuals who have already shown interest in learning more about retirement planning through:

·      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.

·      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.

·      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.

·      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.

·      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.

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.

·      

·      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.

·      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.

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 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.

·      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

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.