Sales Development Representative

Ubiquity Retirement + Savings; New York (NY); Hybrid; USD 55,000 - 85,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Flexible PTO

Hybrid work model

Inclusive & diverse workplace

Job summary

Ubiquity Retirement + Savings in New York City is seeking a Sales Development Representative to join our growing sales team. You will handle outbound prospecting and inbound leads, qualify opportunities, and book meetings to set up Senior Retirement Plan Consultants for success.

This hybrid role blends in-office collaboration with remote work, offering exposure to fintech sales, a dynamic SMB market, and a fast-paced environment designed to accelerate your career growth.

Qualifications

• 1-3 years of experience in retirement or financial services industry preferred.
• Hybrid work setup: 2 days in-office in NYC, rest remote.

Responsibilities

• Execute high-volume outbound prospecting via phone, email, and social channels to generate net-new pipeline.
• Qualify inbound and outbound prospects against the ICP.
• Book discovery meetings and hand off qualified opportunities to Senior Retirement Plan Consultants.
• Maintain accurate activity, pipeline, and contact records in Salesforce.
• Collaborate with sales and marketing to refine messaging and improve conversion.
• Represent Ubiquity's mission and brand with professionalism in every prospect interaction.

Skills

Hybrid Work Environment

New York City based

Job description

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

Key Responsibilities

• Execute high-volume outbound prospecting across phone, email, and social channels on a daily basis
• 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

Skills and Experience Required

• Hybrid Work Environment - Based in New York City, this role blends in-office 2 days for collaboration with the flexibility of remote work, giving you the best of both worlds.
• 1-3 years of experience in retirement or financial services industry preferred.

Medical, dental, and vision insurance to ensure you're protected and staying happier and healthier - including fringe benefits.

Remote-First Culture

Get more ownership over your schedule while maintaining great relationships with your peers.

Flexible PTO

With us, you have the freedom to manage your schedule and take time off when you need it – no questions asked.

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 the Ubiquity team.