Sales Development Representative
Ubiquity Retirement and Savings
Sales Development Representative
Ubiquity Retirement and Savings
Flat-fee retirement plans for small businesses
Salary Range: 66500 to 75000 (Currency: USD) (Pay period: per-year-salary)
About Ubiquity
We're on a mission to empower small businesses and their employees to build financial security and peace of mind. By combining innovative technology with affordable retirement solutions and best in class customer support, we're leveling the playing field for those who need it most. If you're passionate about building products that make a real difference for the SMB space, the backbone of America, we'd love to meet you.
About the Role
We're looking for a driven and personable Sales Development Representative to join our growing sales team in New York City. As an SDR at Ubiquity, you'll be at the front lines of our growth, working a mix of targeted cold outbound and warm inbound leads from our partner and marketing channels. You'll qualify prospects, spark meaningful conversations, and book meetings that set our Senior Retirement Plan Consultants up for success. This is a high-impact, high-visibility role for someone who thrives in a fast-paced environment and wants to grow their career in fintech sales.
What You'll Do
Work targeted outbound prospect lists via phone, email, and LinkedIn to generate net-new pipeline
Follow up on warm leads from our partner network and marketing channels
Qualify inbound and outbound prospects against our ideal customer profile
Book discovery meetings and hand off qualified opportunities to Senior Retirement Plan Consultants
Maintain accurate activity, pipeline, and contact records in Salesforce
Collaborate closely with the sales team and marketing to refine messaging and improve conversion
Develop a strong understanding of Ubiquity's product offering and the small business retirement landscape
Respond to and qualify warm leads from partner and marketing sources within defined SLA windows
Hit weekly and monthly targets for outreach activity, qualified meetings booked, and pipeline generated
Partner with RPCs to ensure smooth handoffs and a consistent prospect experience
Contribute to process improvements, sharing what's working, what isn't, and helping sharpen the playbook
Represent Ubiquity's mission and brand with professionalism in every prospect interaction
Comprehensive Benefits
Medical, dental, and vision insurance to ensure you're protected and staying happier and healthier.
Inclusive & Diverse Workplace
We celebrate diverse viewpoints and believe diversity nurtures innovation and creativity. We want everyone to feel included like a valued member of our Ubiquity family.
Flat-fee retirement plans for small businesses
Ubiquity Retirement + Savings provides retirement plans for small businesses, startups, and self-employed individuals. It uses a flat-fee pricing model with monthly administration fees and setup fees, delivered through Paradigm RKS, a cloud-based platform that automates recordkeeping and plan management. The platform integrates with major payroll providers, handles IRS and Department of Labor compliance, and offers access to over 30,000 mutual funds and ETFs, with plan tiers Saver(k), Custom(k), and Reserve(k). It aims to make affordable, compliant, and easy-to-manage retirement plans that scale for over 16,000 small businesses across all 50 states, managing more than $3 billion in assets.
Explore more opportunities at Ubiquity Retirement and Savings