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
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Work targeted outbound prospect lists via phone, email, and LinkedIn to generate net-new pipeline
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Follow up on warm leads from our partner network and marketing channels
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Qualify inbound and outbound prospects against our ideal customer profile
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Book discovery meetings and hand off qualified opportunities to Senior Retirement Plan Consultants
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Maintain accurate activity, pipeline, and contact records in Salesforce
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Collaborate closely with the sales team and marketing to refine messaging and improve conversion
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Develop a strong understanding of Ubiquity's product offering and the small business retirement landscape