B2B Appointment Setter / Sales Development Representative (SDR)

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

Shift:

8 hour shift

Work Location:

Hybrid remote in Scottsdale, AZ 85260