Inside Sales – Appointment Setter

AmeriLife•Tucson, AZ

1d•$45,000 - $100,000•Onsite

About The Position

Explore how you can contribute at AmeriLife. For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement. Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry. Join our dynamic team that values you, and your GROWTH with potential to make SIX FIGURES in strong structured production and performance bonus-based job. We are looking for positive, self-motivated sales-driven professionals who want to be part of our handpicked team. People who want to change their lives and those of others are welcome to apply, we don’t do average here…we do exceptional. You will spend your day creating wealth through education, not only for yourself but for others. You will do this by connecting clients to amazing Financial Professionals, making a real difference in helping other people retire in the best way possible. We believe in education through paid training, on-the-job training, including the career path to becoming a Financial Professional. About Allied Elite Financial (AEF) Allied Elite Financial is based in Tucson, Arizona, and with a network of highly trained and specialized financial professionals throughout the United States. In 2005, inspired by people preparing for retirement, we started something new. We envisioned a different retirement planning experience. It would be: Smart. Simple. Personal. Solely focused only on this stage of our prospect’s life, dedicating our company to the specifics required for retirement income planning only. Smart solutions for retirement is our rule, not the exception. From this baseline, retirees and those who work with us know we are out in front of the crowd, introducing new innovations, new experiences and new convenience, building a solid income plan for their retirement. Start by becoming partners and End with a lifelong relationship. Smart Retirement Solutions. Our Only Business. For over two decades, we have been providing smart solutions to residents across the country, with industry-leading products, exemplary personal service, quality education and exceptional resources that aim to transform the retirement income planning industry. Allied Elite Financial is designed to address financial concerns with a clear and simple path to retirement. We have a proven track record, financial strength and integrity. These attributes, along with our unwavering commitment to excellence, have earned us a reputation as one of the most well-respected retirement income planning firms in the country. We’re both honored and humbled by the many awards we’ve won as a company. In 2020, we were acquired by AmeriLife Group of Clearwater, Florida, a national leader in marketing and distributing life, health and retirement solutions, and the combined organization represents more than $14.9 billion in annual annuity premium. BECOME An Allied Elite Financial ACCOUNT EXECUTIVE

Requirements

At least 2 years of Sales experience: Financial Sales, Direct Sales, B2B Sales, Business Development, etc.
Experience “cold calling” is preferred
Strong computer skills
Strong communication skills – great professional phone etiquette
Uncompromising ethics with transparency and integrity
Professional conduct at all times.
Ability to talk to and interact with high net worth prospects and clients.
Resilience & grit Bounces back from rejection; maintains positive energy
Coachability Seeks feedback and iterates quickly
Ownership Treats targets, pipeline, and CRM data as personal responsibility
Growth mindset
Integrity & compliance Adheres to DNC/consent/privacy rules; never misrepresents
Active listening Paraphrases, confirm needs, and tailors responses
Clear, concise messaging
Objection handling Confidently navigates common pushbacks (timing, interest, incumbent)
Persuasion with empathy Balances assertiveness with rapport and respect
Time management
Multi-touch, multi-channel sequencing (calls, email)
Prioritization Focus on rescue of no-shows and cancellations proactively
Meticulous notes, next steps, and meeting outcomes
Analytical & Data-Driven Tracks connect rate, set rate, show rate, meetings-to-opps, conversion
Continuous improvement
List strategy
Market & Product Acumen Pain points, buying triggers, decision criteria
Investment market awareness performance, regulations and objections
Differentiators and common alternatives
Clear notes, agendas, and expectations for AEs
Feedback loops
Reliability Aligns calendars, confirms logistics, and prevents double-booking
Professional Disposition High integrity and trust-building presence
Curiosity and thoughtful questioning
Energy and consistency day over day

Responsibilities

Call potential clients to set up time with our Financial Professionals and offer free education packs
For those that are amazing you can earn a spot on our: Inbound teams, taking inbound calls generated through digital, TV, and radio commercials or through print advertisements Concierge teams, closely working with our Top Financial Professional Policy Review team, working and supporting our established client base
Meet and exceed our production and performance goals
Complete all daily tasks assigned
Attend training and staff meetings as required