What are the responsibilities and job description for the B2B Appointment Setter / Sales Development Representative (SDR) position at Corporate Insurance Solutions, LLC?
About the Role
CIS is an independent commercial insurance agency specializing in construction, manufacturing, and retail/wholesale risk across Arizona, California, and Nevada. We're hiring a B2B Appointment Setter to fuel our outbound growth by booking qualified meetings between target businesses and our Commercial Risk Advisors. You'll be the first voice prospects hear — opening doors, not closing deals.
What You'll Do
- Make high-volume outbound calls, emails, and texts to decision-makers (owners, CFOs, controllers) at commercial businesses in our target verticals
- Qualify prospects against our ideal-client criteria (industry, size, renewal timing, current coverage gaps)
- Book qualified appointments directly onto producers' calendars
- Manage and update prospect records, activity, and pipeline stages in HubSpot
- Use Kixie for calling/texting and ZoomInfo for prospect research and list building
- Hit weekly activity and meeting-set targets
- Coordinate handoffs with producers and follow up to minimize no-shows
What You Bring
- 1 years in outbound B2B sales, appointment setting, SDR/BDR, or telemarketing (insurance or financial services a plus)
- Comfortable making a high volume of cold calls daily and handling objections without losing momentum
- Strong phone presence, clear written communication, and genuine listening skills
- Organized and CRM-disciplined; experience with HubSpot, Salesforce, or similar preferred
- Self-motivated, coachable, and goal-oriented
- Insurance license not required (we'll guide you on what you can and can't say)
Nice to Have
- Experience selling into construction, manufacturing, or wholesale/distribution
- Familiarity with Kixie, ZoomInfo, or sales engagement tools
- Understanding of commercial insurance basics (you don't need to be an expert — curiosity counts)
Compensation
- Base salary and per-bound-deal bonuses
- Health benefits, PTO, and a clear path to a producer/advisor role for top performers
Why CIS
We're a tight-knit, ~25-person agency with top-rated carriers, modern sales tooling, and an aggressive growth plan. This is a ground-floor seat on a team that's scaling — with real upside for someone who wants to grow into a producer role.
Pay: $18.00 - $22.00 per hour
Expected hours: No less than 37.5 per week
Benefits:
- 401(k)
- Dental insurance
- Disability insurance
- Health insurance
- Paid time off
- Vision insurance
- Work from home
Work Location: Hybrid remote in Scottsdale, AZ 85260
Salary : $18 - $22