Full-Time Business Development Representative - Insurance

The Business Development Representative (BDR) will support Ubiquity’s business growth strategies by taking a proactive and energetic approach to business development initiatives. We are seeking a dynamic Business Development Representative (BDR) to drive partnerships with insurance brokers and agencies, focusing on promoting 401(k) solutions tailored for SMBs.

Core Responsibilities

• Prospect and engage with insurance brokers and agencies to create 401(k) partnership opportunities.
• Educate partners on SMB-focused 401(k) solutions, highlighting their competitive advantages.
• Develop and execute strategies to meet and exceed sales targets.
• Build lasting relationships to drive long-term success and revenue growth.
• Design and implement a sales strategy to engage and establish referral relationships with distribution partners.
• Lead the entire sales process from prospecting to contract execution.
• Implement marketing plans and programs in support of business plans/objectives.
• Proactively identify and resolve emerging issues and offer solutions by working cross-functionally with Sales, Marketing, Legal and Finance.
• Achieve or exceed assigned sales targets.
• Bring an energetic, positive attitude every day.

Competencies

• Skills: A background in insurance or other regulated industries. Proven success in sales or business development, preferably in the financial services or insurance industry.
• 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 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

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