Sales Development Representative
About the job
- One to three years of experience in the retirement or financial services industry is preferred.
- The role is based in New York City and follows a hybrid work arrangement.
- Work targeted outbound prospect lists by phone, email, and LinkedIn to generate new pipeline.
- Follow up on warm leads from partner and marketing channels.
- Qualify inbound and outbound prospects against the 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 with the sales team and marketing to refine messaging and improve conversion.
- Develop a strong understanding of the company's product offering and the small business retirement landscape.
- Execute high-volume outbound prospecting across phone, email, and social channels daily.
- Respond to and qualify warm leads from partner and marketing sources within defined service-level agreement windows.
- Meet weekly and monthly targets for outreach activity, qualified meetings booked, and pipeline generated.
- Partner with Retirement Plan Consultants to ensure smooth handoffs and a consistent prospect experience.
- Contribute to process improvements by sharing what is working and what is not, and helping refine the playbook.
- Represent the company's mission and brand professionally in every prospect interaction.
- One to three years of experience in the retirement or financial services industry.
About the company
Ubiquity Retirement + Savings provides retirement plans for small businesses, startups, and self-employed individuals. Its Paradigm RKS platform automates recordkeeping and plan management, integrates with major payroll providers, handles IRS and Department of Labor compliance, and offers access to 30,000+ mutual funds and ETFs. It uses a flat-fee model with monthly administration fees and setup fees, and offers plan tiers such as Saver(k), Custom(k), and Reserve(k) to fit different needs. With over 16,000 clients across all 50 states and more than $3 billion in assets, the company aims to make affordable, compliant retirement plans easy to scale for small employers and the self-employed.
Company Size
51-200
Company Stage
Series D
Total Funding
$20M
Headquarters
San Francisco, California
Founded
1999
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Simplify's Take
What believers are saying
- James Hobson became CEO on January 26, 2026, sharpening execution.
- Ubiquity earned its 13th Inc. 5000 ranking on August 11, 2026.
- SECURE 2.0 and state-mandated retirement deadlines expand employer demand through 2026.
What critics are saying
- BBB shows 17 complaints in three years, signaling persistent service friction.
- ADP, Fidelity, and Betterment compress pricing and distribution across small-business 401(k)s.
- Chad Parks retired in January 2026; founder departure weakens brand-led differentiation.
What makes Ubiquity Retirement and Savings unique
- Flat-fee pricing from $97 monthly beats asset-based 401(k) take rates.
- Paradigm RKS automates recordkeeping and plan management for micro-plan employers.
- Advisor Partner Program and DriveWealth add advisor distribution and fractional-share investing.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
Remote Work Options
Hybrid Work Options
Growth & Insights and Company News
6 month growth
1%1 year growth
1%2 year growth
1%Ubiquity Retirement + Savings has been named to the 2026 Inc. 5000 list for the 13th time, placing it amongst America's most consistently growing private companies. The San Francisco-based retirement solutions provider moved up more than 500 spots from last year's ranking. The company recently appointed James Hobson as chief executive officer in January and launched its Advisor Partner Program at the 2026 NAPA 401(k) Summit. The programme offers financial advisors business development resources, relationship management and market insights to expand their retirement plan practices. Founded in 1999, Ubiquity provides retirement plans for small businesses through flat-fee pricing and customisable 401(k) solutions. The Inc. 5000 ranking measures sustained revenue growth over three years.
According to the Aug. 14 announcement, Ubiquity Retirement + Savings will join forces with Bench Accounting to "elevate their offerings" to make retirement planning and financial security easier and more accessible for small businesses everywhere.
Ubiquity Retirement + Savings revealed a new logo and revamped website that are part of a larger rebranding effort leading up to its 25-year anniversary in August.
SAN FRANCISCO--(BUSINESS WIRE)--Ubiquity Retirement + Savings started a new era in their journey, showcasing a new logo and revamped website that are part of their larger rebranding initiative. Their brand name will stay the same, but they will be represented by new design components and upgraded tools and resources that will help them drive their mission of ensuring that everyone can access the retirement they dream of. The reimagined features are accompanied by their industry-leading technology and world-class support team. “Just like cars, phones, and fashion change and improve over time, so do we. The new look and feel and client experience reflects the maturity, stability, and commitment we have demonstrated as a provider to small businesses,” Chad Parks, Ubiquity’s CEO and Founder, stated. Their rebrand consists of a fresh, bold color palette and a contemporary logo design that conveys strength, perseverance, and their dedication to helping their clients achieve upward growth
Insurtech leader Mylo has selected small business retirement planning platform Ubiquity Retirement + Savings to provide a suite of group and individual 401(k) products.