Business Development Representative – Professional Associations

Ubiquity Retirement + Savings

New Hired from Ubiquity Retirement + Savings

Job Description:

If this job matches your qualifications, please send your application directly through our latest Job site in Remote in San Francisco, CA. Indeed, every job is not easy to apply because it must meet several qualifications and requirements that we must meet in accordance with the standard criteria of the Ubiquity Retirement + Savings who are looking for potential candidates to work. Good job information Business Development Representative – Professional Associations below matches your qualifications.

Company Description

Ubiquity Retirement + Savings® has a simple mission: to empower small businesses and their employees to create a more secure financial future by leveraging technology with affordable retirement solutions and world-class customer support.

For over 23 years, we have helped workers save more than $3 billion toward their retirement and opened 401(k) plans for 10,000+ small businesses—pioneering a transparent, flat-fee experience. Our tenured team are retirement experts and future-you champions.

Ubiquity is known for our unique and thriving company culture, our ongoing investment in our employees, and for providing a clear career path for your future. We average a 65 eNPS each quarter and our Glassdoor reviews reflect our focus on you. Do more here and make more of a difference to small businesses everywhere!

We value accountability, collaboration, and transparency. Proudly one of the Best Places to Work and Entrepreneur Magazine’s Top 150 Company Cultures, we take what we do seriously and always strive to be happy at work. Our four company values and our motto “Freedom with Accountability” guide the way we work to support our mission.

Learn more about our values:

See us in the news:

Find out what our employees think:

Watch the documentary we produced about the challenges Americans face in saving for their futures. Broken Eggs: The Looming Retirement Crisis in America:

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

Job Description

The Business Development Representative (BDR) will support Ubiquity’s business growth strategies by taking a proactive and energetic approach to business development initiatives. The BDR’s primary duty is to engage, build, and develop new partnerships and business opportunities in the Professional Association space for Ubiquity. We’re looking for a forward-thinking, meticulously organized, and self-motivated sales professional who can thrive in a fast-paced environment. You’ll accelerate our partner relationships to help us exponentially reach more small businesses across the United States. This role requires someone who is proactive, creative, and can exercise discretion and judgment to create their own solutions when needed.

Core Responsibilities

  • Identify key prospects in Professional Association industry with a focus on agents to partner with Ubiquity on the distribution of our retirement products in the SMB space
  • Design and implement a sales strategy to engage and establish referral relationships with distribution partners
  • Lead the entire sales process from prospecting to contract execution
  • Implement marketing plans and programs in support of business plans/objectives
  • Proactively identify and resolve emerging issues and offer solutions by working cross-functionally with Sales, Marketing, Legal and Finance
  • Achieve or exceed assigned sales targets
  • Bring an energetic, positive attitude every day



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 5 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

Additional Information

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.

How To Apply :

After reading and knowing the criteria and minimum qualification requirements that have been explained from the job info Business Development Representative – Professional Associations in the office Remote in San Francisco, CA above, then the jobseeker who feels that he has not met requirements include education, age, etc. and are really interested in the latest job vacancy Full-time above, it should be as soon as possible to complete and compile a job application file such as a job application letter, CV or curriculum vitae and transcripts and other complements as described above, in order to register and participate in the admission selection for new employees at the company in question, sent via the link below.

Other Information :

  • Country : US

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