Sales Development Representative

United StatesFull Timemid

SalesSales Development Rep

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Quick Summary

Overview

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…

Key Responsibilities

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…

Technical Tools

salesforcecustomer-supportfintech

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

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

Hybrid Work Environment- Based in New York City, this role blends in-office 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.

Comprehensive Benefits

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

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 our Ubiquity family.