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Retirement Planning Appointment Specialist
Job in
Grand Rapids, Kent County, Michigan, 49528, USA
Listed on 2026-07-14
Listing for:
Mattson Financial Services, LLC
Full Time
position Listed on 2026-07-14
Job specializations:
-
Sales
Appointment Setter/ Scheduler, Inside Sales
Job Description & How to Apply Below
Mattson Financial Services in Grand Rapids, MI is seeking a Financial Specialist to be the first connection with prospective clients, engaging in meaningful conversations, and scheduling qualified appointments.
You will nurture inbound leads from seminars and CRM opportunities, qualify needs, and set the stage for advisors to help families plan retirement.
Join a growth-focused team offering strong earning potential and long-term career growth.
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