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Business Development Representative @Ubiquity Retirement + Savings

[Hiring] Business Development Representative @Ubiquity Retirement + Savings

Mar 18, 2025 - Ubiquity Retirement + Savings is hiring a remote Business Development Representative. đź’¸ Salary: $65-125k annually (base + commission). đź“ŤLocation: USA.

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Role Description

The Business Development Representative (BDR) will support Ubiquity’s business growth strategies by taking a proactive and energetic approach to business development initiatives. We are seeking a dynamic Business Development Representative (BDR) to drive partnerships with insurance brokers and agencies, focusing on promoting 401(k) solutions tailored for SMBs.

  • Prospect and engage with insurance brokers and agencies to create 401(k) partnership opportunities.
  • Educate partners on SMB-focused 401(k) solutions, highlighting their competitive advantages.
  • Develop and execute strategies to meet and exceed sales targets.
  • Build lasting relationships to drive long-term success and revenue growth.
  • 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.

Qualifications

  • A background in insurance or other regulated industries.
  • Proven success in sales or business development, preferably in the financial services or insurance industry.
  • 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.

Requirements

  • 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.

Benefits

  • 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.

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Back to Remote jobs  >   Sales / Business
Business Development Representative @Ubiquity Retirement + Savings
Sales / Business
Salary đź’¸ $65-125k annually (base + commission)
Remote Location
USA
Job Type full-time
Posted Mar 18, 2025
Apply for this position Unlock 52,229 Remote Jobs
️
đź“Ť Be aware of the location restriction for this remote position: USA
‼ Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more.
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