Ubiquity Retirement + Savings
51 - 200 employees
Founded 1999
💳 Fintech
💸 Finance
🤝 B2B
💰 $19M Series D - Ubiquity Retirement + Savings on 2019-03
Fintech • Finance • B2B
Ubiquity Retirement + Savings is a financial services company that provides low-cost, flat-fee, full-service retirement plans for small businesses and self-employed individuals. The company specializes in 401(k), Safe Harbor 401(k), and Solo 401(k) plans, offering payroll integrations, plan administration, compliance support, and broad investment options through a user-friendly online platform. Ubiquity focuses on transparent pricing, ease of use, and partner programs for financial advisors and payroll providers to scale retirement solutions.
Sales Development Representative
🕒 April 29
🏢🏡 New York City – Hybrid
💵 $66.5k - $75k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
💵 Sales Development (SDR)
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Ubiquity Retirement + Savings
51 - 200 employees
Founded 1999
💳 Fintech
💸 Finance
🤝 B2B
💰 $19M Series D - Ubiquity Retirement + Savings on 2019-03
Fintech • Finance • B2B
Ubiquity Retirement + Savings is a financial services company that provides low-cost, flat-fee, full-service retirement plans for small businesses and self-employed individuals. The company specializes in 401(k), Safe Harbor 401(k), and Solo 401(k) plans, offering payroll integrations, plan administration, compliance support, and broad investment options through a user-friendly online platform. Ubiquity focuses on transparent pricing, ease of use, and partner programs for financial advisors and payroll providers to scale retirement solutions.
📋 Description
• Work targeted outbound prospect lists via phone, email, and LinkedIn to generate net-new pipeline. • Execute high-volume outbound prospecting across phone, email, and social channels on a daily basis. • Respond to and qualify warm leads from partner and marketing sources.
🎯 Requirements
• Passionate about building products that make a real difference for the SMB space. • Experience in sales, specifically in fintech sales is a plus.
🏖️ Benefits
• Medical, dental, and vision insurance to ensure you're protected and staying happier and healthier. • Hybrid Work Environment with flexibility of remote work. • Flexible PTO for time off management.
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