Job Description
Ubiquity is looking for a skilled Sales Development Representative (SDR) to identify and qualify potential customers who would benefit from our products and services. As the initial point of contact with prospects, the ideal candidate will have a solid grasp of the sales process, excel at researching leads, initiating new relationships, and setting the stage for successful sales closures. The SDR should be capable of presenting our offerings in a compelling and persuasive manner.
Responsibilities include proactively identifying and engaging potential customers through outbound calling, emailing, and social media outreach, as well as qualifying leads from marketing campaigns. The candidate will also utilize analytics tools to assess lead quality, set up meetings with retirement plan consultants, and maintain lead records in the CRM system. The position requires 3-5 years of SDR/Sales experience.
About Ubiquity Retirement + Savings
Ubiquity Retirement + Savingsยฎ empowers small businesses and their employees to create a more secure financial future with affordable retirement solutions.