Full-Time Business Development Representative

We seek an experienced Business Development Manager to grow our financial advisor channel by cultivating new advisor relationships and deepening existing partnerships.

This role focuses on driving new business and increasing the volume of retirement plans advisors bring to Ubiquity. The ideal candidate has a strong sales and relationship management background in the retirement industry, a well-established network of financial advisors, and the ability to drive engagement and growth.

Key Responsibilities

• Leverage deep advisor relationships to drive new business and expand Ubiquity’s presence in the advisor community.
• Identify, engage, and onboard financial advisors, RIAs, and wealth managers.
• Strengthen existing advisor partnerships to increase business volume and retention.
• Present and educate advisors on Ubiquity’s 401(k) solutions through meetings, webinars, and events.
• Attend and represent Ubiquity at industry trade shows and conferences to generate new leads.
• Develop tailored sales strategies and business plans to help advisors grow their retirement business.
• Track advisor engagement and manage the sales pipeline using Salesforce CRM.
• Stay informed on industry trends and regulations to serve as a trusted resource for advisors.

Competencies

• Client Service: Keeps internal and external clients in mind at all times. Proactively addresses client concerns and provides effective resolutions.
• 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 7 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

Compensation: This is a salaried, full-time, remote position with a salary range of $75-150k annually (base + commission).

Application Information: Please follow application instructions carefully and note that a cover letter is required along with your resume.

Diversity and Inclusion: We are focused on building a diverse and inclusive workforce.

Benefits:

• 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

Equal Opportunity Employer: Ubiquity Retirement + Savings is an equal opportunity employer for all applicants and employees.

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