Job Description

Job Description

Job Description

Company Description

Ubiquity Retirement + Savings® has a simple mission: to empower small businesses and their employees to create a more secure financial future by leveraging technology with affordable retirement solutions and world-class customer support.

For over 23 years, we have helped workers save more than $3 billion toward their retirement and opened 401(k) plans for 10,000+ small businesses—pioneering a transparent, flat-fee experience. Our tenured team are retirement experts and future-you champions.

Ubiquity is known for our unique and thriving company culture, our ongoing investment in our employees, and for providing a clear career path for your future. We average a 65 eNPS each quarter and our Glassdoor reviews reflect our focus on you. Do more here and make more of a difference to small businesses everywhere!

We value accountability, collaboration, and transparency. Proudly one of the Best Places to Work and Entrepreneur Magazine's Top 150 Company Cultures, we take what we do seriously and always strive to be happy at work. Our four company values and our motto “Freedom with Accountability” guide the way we work to support our mission.

Learn more about our values:

See us in the news: -retirement-savings

Find out what our employees think: -Retirement-Savings-Reviews-E101757.htm

Watch the documentary we produced about the challenges Americans face in saving for their futures.  Broken Eggs: The Looming Retirement Crisis in America :

We are a growing company that wants you to be a part of our success!

Ubiquity is looking for a skilled Sales Development Representative (SDR) to identify and qualify potential customers who would benefit from our products and services. As the initial point of contact with prospects, the ideal candidate will have a solid grasp of the sales process, excel at researching leads, initiating new relationships, and setting the stage for successful sales closures. The SDR should be a quick learner with strong communication skills, capable of presenting our offerings in a compelling and persuasive manner. 

Responsibilities:

• Proactively identify and engage potential customers through outbound calling, emailing, and social media outreach. 

• Qualify leads from marketing campaigns and other sources to identify sales-ready opportunities. 

• Utilize analytics tools and intent data to assess lead quality, prioritize outreach, and tailor messaging to align with pain points and current interests. 

• Set up meetings or calls between potential customers and retirement plan consultants. 

• Maintain and update accurate records of all lead interactions and activities in the CRM system. 

• Work closely with the sales and marketing teams to develop and implement effective lead generation strategies. 

• Stay informed about industry trends, market conditions, and competitive products. 

• Meet or exceed monthly and quarterly quotas for qualified leads and appointments. 

• Provide feedback to the marketing team on the quality of leads and effectiveness of campaigns. 

• Bachelor’s degree in Business, Marketing, Communications, or a related field (preferred but not required). 

• Previous experience(3-5 years) in sales and SDR experience a plus. 

• Excellent communication and interpersonal skills, with the ability to build rapport quickly. 

• Strong organizational skills and the ability to manage multiple tasks simultaneously. 

• Self-motivated, driven, and eager to learn. 

• Familiarity with CRM software, such as Salesforce or HubSpot, is a plus. 

• Understanding of the sales process and the ability to learn and adapt quickly. 

• Effectively use tools like ZoomInfo, chat-based platforms, Chorus, and other sales enablement technologies to identify, engage, and track potential customers.

This is a full-time, remote position with an annual base salary of $52-$62K plus variable compensation. Please follow application instructions carefully and note that a cover letter is required along with your resume . Please share your sales experience and how your role impacted revenue growth. Please add your Linkedin Profile in the resume or in application.

We are focused on building a diverse and inclusive workforce. If you are excited about this role, but do not meet 100% of the qualifications listed above, we encourage you to apply.

We offer:

• Competitive compensation package
• Generous stipend toward premiums for medical, dental, and vision
• Learning and development stipends
• 401(k) Matching
• Monthly wellness subsidies
• Equity incentives
• Flexible PTO policy
• Time off for volunteering
• Emphasis on internal promotions
• Regular performance reviews
• Remote work culture

Ubiquity Retirement + Savings is an equal employment opportunity employer for all applicants and employees. We do not discriminate on the basis of race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), gender identity, national origin, ancestry, citizenship, age, physical or mental disability, legally protected medical condition, family care status, veteran status, marital status, domestic partner status, sexual orientation, or any other basis protected by applicable local, state, or federal laws.

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