Business Development Representative-Advisor focus

Ubiquity Retirement is a leading provider of affordable and customizable 401(k) solutions for small businesses. We partner with financial advisors to help them expand their retirement offerings while delivering exceptional service to their clients.

Learn more about our values: https://www.myubiquity.com/about/

See us in the news:  https://www.linkedin.com/company/ubiquity-retirement-savings

Find out what our employees think: https://www.glassdoor.com/Reviews/Ubiquity-Retirement-Savings-Reviews-E101757.htm

Watch the documentary we produced about the challenges Americans face in saving for their futures. Broken Eggs: The Looming Retirement Crisis in America: https://www.youtube.com/watch?v=kmtjJVC_niI

We are a growing company that wants you to be a part of our success!

We seek an experienced Business Development Manager to grow our financial advisor channel by cultivating new advisor relationships and deepening existing partnerships. This role focuses on driving new business and increasing the volume of retirement plans advisors bring to Ubiquity. The ideal candidate has a strong sales and relationship management background in the retirement industry, a well-established network of financial advisors, and the ability to drive engagement and growth.

Key Responsibilities

• Leverage deep advisor relationships to drive new business and expand Ubiquity’s presence in the advisor community.
• Identify, engage, and onboard financial advisors, RIAs, and wealth managers.
• Strengthen existing advisor partnerships to increase business volume and retention.
• Present and educate advisors on Ubiquity’s 401(k) solutions through meetings, webinars, and events.
• Attend and represent Ubiquity at industry trade shows and conferences to generate new leads.
• Develop tailored sales strategies and business plans to help advisors grow their retirement business.
• Track advisor engagement and manage the sales pipeline using Salesforce CRM.
• Stay informed on industry trends and regulations to serve as a trusted resource for advisors.

Competencies

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 7 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

This is a salaried, full-time, remote position with a salary range of $75-150k annually (base + commission). Please follow application instructions carefully and note that a cover letter is required along with your resume. *Plus, find our four values on our website and list them in your cover letter.

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

Ubiquity Retirement + Savings is an equal employment opportunity employer for all applicants and employees. We do not discriminate on the basis of race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), gender identity, national origin, ancestry, citizenship, age, physical or mental disability, legally protected medical condition, family care status, veteran status, marital status, domestic partner status, sexual orientation, or any other basis protected by applicable local, state, or federal laws.