Full-Time Business Development Representative Insurance

Business Development Representative will support Ubiquity's growth strategies, proactively developing 401(k) partnerships with insurance brokers and agencies, focusing on SMBs.

Key Responsibilities:

1. Prospect & engage with brokers/agencies for 401(k) partnerships.
2. Educate partners on SMB-focused 401(k) solutions, highlighting their advantages.
3. Develop & execute strategies to meet/exceed sales targets.
4. Build lasting relationships for long-term success.
5. Design & implement sales strategies for distribution partners.
6. Lead the entire sales process from prospecting to contract execution.
7. Implement marketing plans to support business objectives.
8. Proactively resolve issues and offer solutions.
9. Achieve or exceed sales targets.

Competencies & Skills:

• Skills: Insurance background, proven sales success (ideally financial/insurance).
• Client Service: Prioritizing client needs & resolving concerns.
• Integrity: Responsibility for quality & timeliness.
• Communication: Clear & concise communication, comfort with public speaking, product demos.
• Organizing: Effective CRM use, time management, efficient follow-up.

Skills & Experience:

• Bachelor's degree & 5+ years sales experience (preferably in Professional Association industry).
• Proficiency in PowerPoint & other relevant software.
• Salesforce experience required.
• Strong phone, listening, writing & presentation skills.
• Collaborative & results-oriented.
• Strong lead follow-up & sales development skills.
• Proficient in handling objections.

Job Details:

• Salaried, full-time, remote position.
• Salary range: $65,000 - $125,000 (base + commission).
• Cover letter & resume required.
• Diverse & inclusive workforce sought.

Benefits:

• Competitive compensation
• Medical/Dental/Vision Stipend
• Learning & Development
• 401(k) Matching
• Monthly wellness subsidies
• Equity incentives
• Flexible PTO
• Volunteer time off
• Internal promotions
• Regular performance reviews

Equal Opportunity Employer

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