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
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 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.
Skills Required
- Based in New York City (hybrid work environment)
- 1-3 years of experience in retirement or financial services industry
- High-volume outbound prospecting across phone, email, and social (LinkedIn)
- Experience qualifying inbound and outbound leads and booking discovery meetings
- Familiarity with Salesforce for maintaining activity, pipeline, and contact records
- Proven ability to meet weekly and monthly outreach and meeting-booking targets
- Strong communication and collaboration skills with sales and marketing teams
- Ability to learn and articulate Ubiquity's product offering and the small business retirement landscape
