Account Executive - Inside Sales Appointment Setter

Account Executive – Inside Sales/Appointment Setter

Location: Tucson, AZ (In-Office)

Compensation: $45,000 – $75,000 first year (Base + Uncapped Bonuses)

Base Pay: $18/hour + production & performance incentives

About Allied Elite Financial (AEF)

Allied Elite Financial, based in Tucson, AZ, is a national leader in retirement income planning. For over 20 years, we’ve specialized in delivering smart, simple, and personalized retirement solutions to clients across the country.

In 2020, AEF became part of AmeriLife, a leading national organization in life, health, and retirement solutions, generating over $14.9 billion in annual annuity premium. Together, we provide the tools, training, and platform to help both clients and team members succeed.

Why Join AEF?

• Clear path to six-figure earnings
• Uncapped bonus structure
• Paid training + career development into Financial Professional roles
• Daytime, Monday–Friday schedule
• Strong leadership, proven systems, and growth opportunities

If you’re motivated by growth, performance, and making a real impact on people’s financial futures, this is the opportunity for you.

Role Overview

As an Account Executive, your primary responsibility is to connect with prospective clients, educate them on retirement planning resources, and schedule appointments with our Financial Professionals.

You’ll play a critical role in helping individuals take the first step toward a secure retirement—while building your own career and income.

Key Responsibilities

• Conduct outbound calls to prospective clients and schedule appointments
• Promote and distribute retirement education materials
• Meet or exceed daily and monthly production goals
• Maintain accurate CRM records, notes, and follow-ups
• Participate in training, coaching, and team meetings

Advancement Opportunities Include:

• Inbound Sales Team (warm leads from marketing campaigns)
• Concierge Team (supporting top Financial Professionals)
• Client Retention & Policy Review Team

Schedule Options (Post-Training)

• Monday–Friday | 6:00 AM – 3:00 PM
• Monday–Friday | 8:00 AM – 5:00 PM

Qualifications

• 2+ years of sales experience (inside sales, B2B, direct sales, or financial services preferred)
• Cold calling experience strongly preferred
• Excellent communication and phone skills
• Strong computer proficiency
• High level of professionalism, integrity, and accountability
• Confidence working with high-net-worth individuals

What Drives Success in This Role

• Resilience & Coachability – thrives in a performance-driven environment
• Ownership Mindset – takes responsibility for pipeline and results
• Strong Communication Skills – effectively builds rapport and handles objections
• Process Discipline – organized, consistent follow-up, strong time management

Compensation & Benefits

Year 1:

• $45K – $75K total earning potential
• Uncapped production & performance bonuses
• Paid training program
• Medical & dental benefits (effective first of month following 30 days of employment)
• PTO, sick time, and paid holidays

After 1 Year:

• $100K+ earning potential
• 401(k) with 50% match (up to 6%)
• Ongoing career growth opportunities

Additional Benefits:

• Health, dental, and vision insurance
• Paid training and development
• Stable, growth-oriented organization

Who This Role Is For

This role is ideal for individuals who:

• Want a performance-based career with unlimited earning potential
• Are motivated by results and personal growth
• Thrive in a structured, goal-driven environment
• Want to make a meaningful impact helping others plan for retirement

Benefits:

• Health insurance
• Paid time off
• Paid training

Work Location: In person