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 $2.8 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 also produced a hard-hitting documentary with producers and editors from CNN, highlighting the challenges Americans face in saving for their futures. Watch Broken Eggs: The Looming Retirement Crisis in America today (link at the bottom of the post) and join the movement towards building a bright retirement.

This is a 100% remote position and we encourage applicants from all over the US to apply. We know that allows you to balance your skill set while being empowered with autonomy as a subject matter expert. 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!

Learn more about our values: https://www.myubiquity.com/about/
See us in the news: https://www.linkedin.com/company/ubiquity-retirement-savings
Find out what our employees think: https://www.glassdoor.com/Reviews/Ubiquity-Retirement-Savings-Reviews-E101757.htm
Watch Broken Eggs on YouTube: https://www.youtube.com/watch?v=kmtjJVC_niI

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.

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

The Sales Development Representative, reporting directly to the VP of Business Growth, will 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 Sales Associate, Retirement Plan Consultant or Partner Success Manager.

Core Responsibilities

• Achieve monthly quotas for lead generation, revenue and appointments
• Proactively qualify prospective clients for sales opportunities through a large volume of inbound/outbound calls and emails
• Prepare and deliver sales proposals
• Daily utilization of Salesforce to maintain accounts, leads, contacts and opportunities according to sales team best practices, policies and procedures
• Provide backup and assistance to Retirement Plan Consultants
• Assist Retirement Plan Consultants with prospects as needed
• Bring an energetic, positive attitude, every day

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, or other associated computer programs
• Salesforce experience is strongly preferred
• Ability to work independently and is 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 remote position. Please follow application instructions carefully and note that a cover letter is required along with your resume. *Plus, find our four values on our website and list them in your cover letter.

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.