Now Hiring - Ubiquity Retirement + Savings - Financial Services Partner Development Representative in San Francisco, CA

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: [please apply online] See us in the news: [please apply online] Find out what our employees think: [please apply online] Watch the documentary we produced about the challenges Americans face in saving for their futures. Broken Eggs: The Looming Retirement Crisis in America: [please apply online] We are a growing company that wants you to be a part of our success!

The Partner Development Representative will support Ubiquity’s business growth strategies by taking a proactive and energetic approach to business development initiatives. The successful Partner Development Representative will look for ways beyond the stated responsibilities to achieve and exceed all objectives.

Core Responsibilities

• Achieve weekly quotas for appointment and lead generation within 30 days of completing initial orientation/training
• Achieve monthly quotas for partnership enrollment within 90 days of completing initial orientation/training
• Execute on Marketing campaigns to increase new partner enrollment
• Research, create, and develop targeted prospect lists
• Proactively qualify prospective partners for sales opportunities through a large volume of outbound calls and emails
• Present Ubiquity’s capabilities to potential partners through sales calls, demonstrations, marketing collateral, webinars, etc.
• Daily utilization of Salesforce to maintain accounts, leads, contacts and opportunities according to sales team best practices, policies, and procedures
• Generate sales and activity reports
• Bring an energetic, positive attitude, every day

Competencies

Organizing: Utilize CRM tools and time management techniques to maintain a high volume of outbound calls and emails while ensuring efficient follow up and activity tracking

Communication: Present 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

Client Service: Keep internal and external clients in mind at all times. Proactively address client concerns and provide effective resolutions

Integrity: Take personal responsibility for the quality, accuracy, and timeliness of work, and achieve results with little oversight

Skills + Experience

• Associate degree or equivalent experience
• 1-2 years sales experience
• Proficient in Salesforce and Powerpoint; experience using Zoom, MS Office, and Calendly preferred
• Positive and energetic phone skills, active listening, 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

This is a salaried, full-time, remote position with a salary range of $65 - 84k 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.