Ubiquity Retirement + Savings’ mission is to empower small businesses and their employees to create a more secure financial future and peace of mind, by leveraging technology with affordable and effective retirement solutions, and world-class customer support. Over our 20 year history, we have helped people save more than $2.25 billion in retirement contributions and opened retirement plans for 7,000+ small businesses—pioneering transparent, flat-fee, customizable plans for this historically underserved community. Our team of experienced professionals are extreme retirement enthusiasts and future-you champions! Join the movement and learn more at: myubiquity.com

Recognition 

• Rated as one of the 100 fastest-growing companies in the Bay Area by the San Francisco Business Times (for nearly a decade)
• Ranked as one of the top 5000 fastest-growing private companies in the nation by Inc. Magazine (11 years running)
• Listed as one of Business Week’s 100 fastest-growing inner-city companies in the nation (every year since 2012)

Ubiquity also produced a hard-hitting and feature-length documentary with producers and editors out of CNN. Watch Broken Eggs: The Looming Retirement Crisis in America, today. 

Position Purpose

To support Ubiquity’s business growth strategies by providing an aggressive, energetic approach to business development initiatives.  The successful Sales Development Representative will look for ways beyond the stated responsibilities to achieve and exceed all objectives and will serve as “bench strength” with a career path to Retirement Plan Consultant, Partner Support Representative or Strategic Partnership Manager.

Core Responsibilities

• Achieve monthly quotas for lead generation, revenue and appointments
• Qualify leads from multiple sources
• Proactively qualify prospective clients for sales opportunities through a large volume of outbound calls and emails
• Present Ubiquity capabilities to potential clients through sales calls, demonstrations, marketing collateral, webinars, etc.
• Assist in the onboarding of new clients
• Daily utilization of Salesforce to maintain accounts, leads, contacts and opportunities according to sales team best practices, policies and procedures
• Generate sales and activity reports
• Provide backup and assistance to Retirement Plan Consultants
• Work with Marketing to assist in the development and execution of campaigns
• Bring an energetic, positive attitude, every day
• Assist Retirement Plan Consultants with prospects as needed
• Generate reporting as requested for management, team members and other teams as appropriate

Competencies

Listening - Understands and learns from what others say.

Integrity - Takes personal responsibility for the quality, accuracy, and timeliness of work, and achieves results with little oversight.

Speaking - Conveys ideas and facts orally using language the audience will best understand

Organizing - Utilizes CRM tools and time management techniques to maintain a high volume of outbound calls and emails while ensuring efficient follow up and activity tracking

Sales Process - Understands and demonstrates efficiencies the sales and telesales development

Skills + Experience

• Bachelors Degree or equivalent experience
• Strong proficiency in PowerPoint, Prezi other associated computer programs. Salesforce experience is required
• Ability to work independently, self-motivated
• Willingness and ability to quickly learn new skills and concepts
• Comfortable working on a results-oriented team
• Ability to be a team player in a competitive and fun environment

This is a salaried, full-time position located in the San Francisco Bay Area. Remote candidates will be considered. Please follow application instructions carefully and make sure to submit a cover letter along with your resume.

We offer:

• Competitive compensation package
• 401(k) company match (up to 4%)
• Generous stipend toward premiums for medical, dental, and vision
• Learning and development stipends
• Monthly wellness subsidies
• Equity incentives
• Flexible PTO policy
• Time off for volunteering
• Fully stocked kitchen with cold brew coffee, fresh fruit, and more
• Fun social events and outings
• Emphasis on internal promotions
• Regular performance reviews
• Telecommuting

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.