Ubiquity Retirement and Savings (dba Decimal Inc)
Sales Development Representative
New York
Sponsorship not specified$67k-$75kDetected 84 days ago
SparkSalesforceSalesOutbound SalesCustomer SupportCollaboration
About the role
- We're looking for a driven and personable Sales Development Representative to join our growing sales team in New York City.
- You'll qualify prospects, spark meaningful conversations, and book meetings that set our Senior Retirement Plan Consultants up for success.
- This is a high-impact, high-visibility role for someone who thrives in a fast-paced environment and wants to grow their career in fintech sales.
Responsibilities
- Follow up on warm leads from our partner network and marketing channels
- Maintain accurate activity, pipeline, and contact records in Salesforce
- Collaborate closely with the sales team and marketing to refine messaging and improve conversion
- We're on a mission to empower small businesses and their employees to build financial security and peace of mind.
- If you're passionate about building products that make a real difference for the SMB space, the backbone of America, we'd love to meet you.
Requirements
- Skills and Experience Required
Skills
- 1-3 years of experience in retirement or financial services industry preferred.
Compensation
- $67k-$75k
Benefits
- By combining innovative technology with affordable retirement solutions and best in class customer support, we're leveling the playing field for those who need it most.
- Book discovery meetings and hand off qualified opportunities to Senior Retirement Plan Consultants
- Develop a strong understanding of Ubiquity's product offering and the small business retirement landscape
- Comprehensive Benefits Medical, dental, and vision insurance to ensure you're protected and staying happier and healthier.
- Flexible PTO With us, you have the freedom to manage your schedule and take time off when you need it, no questions asked.
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