Business Development Representative

Ubiquity Retirement + Savings® has a simple mission: to empower small businesses and their employees to create a more secure financial future by leveraging technology with affordable retirement solutions and world-class customer support.

For over 23 years, we have helped workers save more than $3 billion toward their retirement and opened 401(k) plans for 10,000+ small businesses—pioneering a transparent, flat-fee experience. Our tenured team are retirement experts and future-you champions.

Ubiquity is known for our unique and thriving company culture, our ongoing investment in our employees, and for providing a clear career path for your future. We average a 65 eNPS each quarter and our Glassdoor reviews reflect our focus on you. Do more here and make more of a difference to small businesses everywhere!

We value accountability, collaboration, and transparency. Proudly one of the Best Places to Work and Entrepreneur Magazine's Top 150 Company Cultures, we take what we do seriously and always strive to be happy at work. Our four company values and our motto “Freedom with Accountability” guide the way we work to support our mission.

Learn more about our values: https://www.myubiquity.com/about/

See us in the news:  https://www.linkedin.com/company/ubiquity-retirement-savings

Find out what our employees think: https://www.glassdoor.com/Reviews/Ubiquity-Retirement-Savings-Reviews-E101757.htm

Watch the documentary we produced about the challenges Americans face in saving for their futures. Broken Eggs: The Looming Retirement Crisis in America: https://www.youtube.com/watch?v=kmtjJVC_niI

We are a growing company that wants you to be a part of our success!

The Business Development Representative (BDR) will support Ubiquity’s business growth strategies by taking a proactive and energetic approach to business development initiatives. The BDR’s primary duty is to engage, build, and develop new partnerships and business opportunities in the Frachise space for Ubiquity. We're looking for a forward-thinking, meticulously organized, and self-motivated sales professional who can thrive in a fast-paced environment. You'll accelerate our partner relationships to help us exponentially reach more franchises across the United States.This is a critical and fast-growing market for Ubiquity. The BDR will play a pivotal role in identifying opportunities, nurturing relationships, and driving growth by connecting franchise organizations with Ubiquity’s tailored 401(k) solutions. 

Key Responsibilities 

• Proactively identify and generate leads within the franchise industry, leveraging research, outreach, and referrals. 

• Build and maintain strong relationships with franchise owners, operators, and decision-makers to understand their retirement plan needs. 

• Educate prospective clients on Ubiquity’s 401(k) offerings, highlighting the value and benefits for franchise businesses. 

• Collaborate with the sales and marketing teams to execute targeted campaigns and develop strategies to penetrate the franchise vertical. 

• Qualify leads and schedule meetings for senior sales representatives, ensuring a seamless transition in the sales process. 

• Stay up-to-date with franchise industry trends, regulations, and competitive landscape to tailor outreach and recommendations effectively. 

• Meet and exceed individual performance metrics, including lead generation, outreach activity, and pipeline growth. 

Competencies

Industry Knowledge: Familiarity with the franchise business model is required

Client Service: Keeps internal and external clients in mind at all times. Proactively addresses client concerns and provides effective resolutions 

Self-Starter: Highly motivated, goal-oriented, and comfortable working in a fast-paced, entrepreneurial environment. 

Integrity: Takes personal responsibility for the quality, accuracy and timeliness of work, and achieves results with little oversight

Communication: Presents information clearly, concisely and logically through verbal and written communication in a professional way. Comfortable with public speaking and providing product demonstrations using video technology.

Organizing: Utilizes CRM tools and time management techniques to maintain a high volume of outbound calls and emails while ensuring efficient follow up and activity tracking

Skills + Experience

• Bachelor’s degree and 5 years sales experience working in or selling to the Professional Association industry
• Strong proficiency in PowerPoint, and other associated computer programs
• Salesforce experience required
• Positive and energetic phone skills, active listening skills, strong writing, and presentation skills
• Ability to work collaboratively in a results-oriented sales team environment
• Successful lead follow-up and sales development skills
• Proficient in combatting objections to drive the conversation forward

This is a salaried, full-time, remote position with a salary range of $65-125k annually (base + commission). Please follow application instructions carefully and note that a cover letter is required along with your resume. 

We are focused on building a diverse and inclusive workforce. If you are excited about this role, but do not meet 100% of the qualifications listed above, we encourage you to apply.

We offer:

• Competitive compensation package
• Generous stipend toward premiums for medical, dental, and vision
• Learning and development stipends
• 401(k) Matching
• Monthly wellness subsidies
• Equity incentives
• Flexible PTO policy
• Time off for volunteering
• Emphasis on internal promotions
• Regular performance reviews
• Remote work culture

Ubiquity Retirement + Savings is an equal employment opportunity employer for all applicants and employees. We do not discriminate on the basis of race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), gender identity, national origin, ancestry, citizenship, age, physical or mental disability, legally protected medical condition, family care status, veteran status, marital status, domestic partner status, sexual orientation, or any other basis protected by applicable local, state, or federal laws.