What are the responsibilities and job description for the Lead Conversion Specialist position at Mattson Financial Services, LLC?
🚀 Not a Call Center Job — A High-Impact Sales Role
If you’re driven, competitive, and confident on the phone, this is your opportunity to turn
conversations into income and real career growth.
At Mattson Financial, you won’t just set appointments—you’ll drive business, create
opportunities, and make a measurable impact.
📞 What You’ll Do
• Call and follow up with inbound and outbound leads
• Set qualified appointments for financial advisors
• Re-engage inactive leads in CRM
• Use phone, text, and email to connect with prospects
• Keep calendars full and reduce no-shows
🎯 What We’re Looking For
• 3 years in sales, appointment setting, or phone-based roles
• Confident communicator who can handle objections• Goal-driven and self-motivated
• CRM experience (Salesforce a plus)
• Team-oriented with a strong work ethic
✅ What Success Looks Like
• 40–50 calls/day
• Consistent appointment-setting performance
• Strong follow-up discipline and high show rates
🕒 Schedule & Flexibility
• Occasional evening outreach when prospects are available
• Light weekend support (radio/events)
• Some remote flexibility for weekend activity
💰 Pay & Perks
• $48,000 – $60,000 base salary
• Quarterly bonuses performance incentives
• Paid vacation
• 401(k) with employer support
• Health insurance
• Trip incentives, spa perks & dry cleaning
• Monthly team celebration lunches
• Strong earning potential for top performers
🔥 Why Join Mattson Financial?
We move fast, reward performance, and invest in people who want to grow. This is a role where
effort = opportunity.
👉 Apply Now
Think you’re a fit? Don’t wait.
Apply today—you might be exactly who we’re looking for.
Salary : $48,000 - $60,000