Job Description

Sales Appointment Setter Trainer

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

The Sales Appointment Setter Trainer is responsible for onboarding, developing, and coaching appointment setters to achieve high levels of performance in lead conversion, appointment quality, productivity, and compliance. This role designs and delivers training that builds strong prospecting, objection-handling, call control, and appointment-setting skills while reinforcing accountability and consistent execution. The ideal candidate is a high-performing sales professional and coach who can translate proven sales behaviors into repeatable training programs that improve individual and team performance.

Key Responsibilities

• Lead onboarding and new hire training for appointment setters
• Deliver engaging training sessions in classroom and one-on-one settings
• Develop and maintain training materials, scripts, playbooks, and job aids
• Teach core appointment setting skills, including:
• Prospect engagement
• Qualifying opportunities
• Uncovering business need
• Objection handling
• Closing for the appointment
• CRM documentation and follow-up expectations
• Coaching & Performance Development
• Monitor calls and provide real-time and scheduled coaching
• Identify skill gaps and create targeted coaching plans
• Reinforce high-performance behaviors and best practices
• Partner with leaders to support underperforming team members and improve results
• Track progress and measure coaching effectiveness against business goals
• Quality & Process Improvement
• Evaluate appointment quality and ensure alignment with company standards
• Support consistency in scripting, messaging, and call execution
• Identify performance trends and recommend improvements to training and workflow
• Promote accurate CRM usage and documentation compliance
• Collaboration
• Partner with sales leaders, team leads, and top performers to identify winning behaviors
• Support rollout of new programs, campaigns, and process updates
• Serve as a subject matter expert in appointment setting and sales effectiveness

Qualifications

Required

• 3+ years of sales experience, preferably in appointment setting, inside sales, or high-volume outbound sales
• 1+ years of training, coaching, or team lead experience preferred
• Proven track record of strong individual sales performance
• Experience coaching, mentoring, or training others
• Strong understanding of call structure, objection handling, and appointment-setting strategies
• Experience using CRM systems and sales performance tools
• Excellent communication, facilitation, and organizational skills

Preferred

• Experience in high-volume outbound or inbound appointment-setting environments
• Experience in financial services, insurance, healthcare, home services, or other consultative sales environments
• Background in adult learning, sales enablement, or performance coaching
• Ability to design and deliver structured training programs
• Experience supporting both new hire onboarding and ongoing performance coaching

Location: Tucson Az, in Office

Employment Type: Full-Time

Compensation: $65,000$95,000 annually, depending on experience and qualifications

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.

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