Sales Development Representative (SDR) - Remote

Overview

Ubiquity Retirement + Savings® is seeking a skilled Sales Development Representative (SDR) to help identify and qualify potential customers for their innovative retirement solutions.

In Short

• Proactively identify and engage potential customers through various outreach methods.
• Qualify leads from marketing campaigns and other sources.
• Utilize analytics tools to assess lead quality and tailor messaging.
• Set up meetings or calls between potential customers and consultants.
• Maintain accurate records of lead interactions in the CRM system.
• Collaborate with sales and marketing teams on lead generation strategies.
• Stay informed about industry trends and market conditions.

Requirements

• Bachelor’s degree in Business, Marketing, Communications, or related field (preferred).
• 3-5 years of experience in sales; SDR experience is a plus.
• Excellent communication and interpersonal skills.
• Strong organizational skills and ability to manage multiple tasks.
• Self-motivated and eager to learn.
• Familiarity with CRM software like Salesforce or HubSpot is a plus.
• Understanding of the sales process and adaptability.
• Experience using sales enablement tools like ZoomInfo.

Benefits

• Competitive compensation package.
• Generous stipend for medical, dental, and vision premiums.
• 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.