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Business Development Representative - Professional Associations

Ubiquity Retirement + Savings

Business Development Representative - Professional Associations

San Francisco, CA
Full Time
Paid
  • Responsibilities

    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
  • Qualifications

    Qualifications

    COMPETENCIES

    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.