Sales Development Representative

5 days ago

Apply Now

Receive Emails with Similar Jobs

Ubiquity Retirement + Savings

WebsiteLinkedInAll Job Openings

retirement • small business • 401(k) • fintech • Finance

51 - 200

💰 $19M Series D on 2019-03

Description

• Ubiquity is looking for a skilled Sales Development Representative (SDR) to identify and qualify potential customers. • As the initial point of contact with prospects, the ideal candidate will have a solid grasp of the sales process. • The SDR should be a quick learner with strong communication skills, capable of presenting our offerings in a compelling manner. • Proactively identify and engage potential customers through outbound calling, emailing, and social media outreach. • Qualify leads from marketing campaigns and other sources to identify sales-ready opportunities. • Set up meetings or calls between potential customers and retirement plan consultants. • Maintain and update accurate records of all lead interactions in the CRM system. • Stay informed about industry trends and competitive products. • Meet or exceed monthly and quarterly quotas for qualified leads and appointments.

Requirements

• Bachelor’s degree in Business, Marketing, Communications, or a related field (preferred but not required). • Previous experience(3-5 years) in sales and SDR experience a plus. • Excellent communication and interpersonal skills, with the ability to build rapport quickly. • Strong organizational skills and the ability to manage multiple tasks simultaneously. • Self-motivated, driven, and eager to learn. • Familiarity with CRM software, such as Salesforce or HubSpot, is a plus. • Understanding of the sales process and the ability to learn and adapt quickly. • Effectively use tools like ZoomInfo, chat-based platforms, Chorus, and other sales enablement technologies to identify, engage, and track potential customers.

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