Sales Development Representative

About Ubiquity

We’reon 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’releveling the playing field for those who need it most. Ifyou’repassionate about building products that make a real difference for the SMB space, the backbone of America,we’dlove to meet you.

We’relooking for a driven and personable Sales Development Representative to join our growing sales team in New York City. As an SDR at Ubiquity,you’llbe at the front lines of our growth,workinga mix of targeted cold outbound and warm inbound leads from our partner and marketing channels.

You’llqualify 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.

• Work targeted outbound prospect lists via phone, email, and Linked In 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
• Maintainaccurateactivity, 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 channelson 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, whatisn’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.

$66,500 - $75,000 a year

OTE will be $90k-$100K annually

Medical, dental, and vision insurance to ensureyou’reprotected and staying happier and healthier.

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

We celebrate diverse viewpoints and believe diversity nurtures innovation and creativity. We want everyone to feel includedlikea valued member of our Ubiquity family.