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.

The ideal candidate will excel in building relationships, identifying sales opportunities, and educating partners on the value of our offerings to help grow their business.

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

Skills:

• Background in insurance or other regulated industries.
• Proven success in sales or business development, preferably in the financial services or insurance industry.
• Strong proficiency in PowerPoint, and other associated computer programs.
• Salesforce experience required.

Competencies:

• Client Service
• Integrity
• Communication
• Organizing

Skills + Experience:

• Bachelor’s degree and 5 years sales experience working in or selling to the Professional Association industry.
• 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

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