Inside Sales – Appointment Setter

Our Company

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.

Job Summary

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.

Job Description

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

Full Time schedules, assigned per business needs upon completion of the training.

• Monday-Friday 6:00am-3:00pm
• Monday-Friday 8:00am-5:00pm

Responsibilities, including but not limited to:

• 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

Requirements/Qualifications

• 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.

Key factors for success

Core Attributes & Mindset

• 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

Communication Skills

• 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

Process & Discipline

• 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

Collaboration & Teamwork

• 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

What AEF Offers:

• $18 Base Pay with 1st year potential $45K to $80K
• Benefits: Medical and dental first day of the month following 30 days of employment
• Paid Training
• Monday through Friday – Day Schedule
• Vacation/PTO, Sick Days and Paid Holidays
• Corporate Environment

After 1 Year:

• Potential earnings are over $100K 
• 401K matched 50% of contribution up to 6% of annual salary
• Stable organization
• Career growth opportunity and uncapped earning potential

Job Type: Full-time

Pay: $18 Base Hourly Pay, with first year earning potential of $45K - $100K per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid training
• Vision insurance

Shift:

• Monday through Friday
• 8-hour shifts
• Morning shift

Supplemental Pay:

• Production Bonus opportunities
• Performance bonus opportunities

Work Location: Tucson, AZ - In office

 

What AmeriLife Offers

A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

Equal Employment Opportunity Statement

We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.

 

Americans with Disabilities Act (ADA) Statement

We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at HR@AmeriLife.com.

 

Pay Transparency Statement

We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.

 

Background Screening Statement

Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.