Sales Development Representative at Ubiquity… · New York

Summary: Ubiquity Retirement + Savings is focused on empowering small businesses and their employees to achieve financial security. They are seeking a Sales Development Representative to generate new leads and support their sales team by qualifying prospects and booking meetings for Senior Retirement Plan Consultants. Responsibilities: - Work targeted outbound prospect lists via phone, email, and LinkedIn to generate net-new pipeline - Follow up on warm leads from our partner network and marketing channels - Qualify inbound and outbound prospects against our ideal customer profile - Book discovery meetings and hand off qualified opportunities to Senior Retirement Plan Consultants - Maintain accurate activity, pipeline, and contact records in Salesforce - Collaborate closely with the sales team and marketing to refine messaging and improve conversion - Develop a strong understanding of Ubiquity's product offering and the small business retirement landscape - 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 within defined SLA windows - Hit weekly and monthly targets for outreach activity, qualified meetings booked, and pipeline generated - Partner with RPCs to ensure smooth handoffs and a consistent prospect experience - Contribute to process improvements, sharing what's working, what isn't, and helping sharpen the playbook - Represent Ubiquity's mission and brand with professionalism in every prospect interaction Required Qualifications: - Driven and personable attitude - Experience in sales development or a related field - Ability to work a mix of targeted cold outbound and warm inbound leads - Strong communication skills for qualifying prospects and sparking meaningful conversations - Experience with Salesforce or similar CRM tools - Ability to collaborate closely with sales and marketing teams - Strong understanding of Ubiquity's product offering and the small business retirement landscape - Ability to execute high-volume outbound prospecting across phone, email, and social channels - Ability to respond to and qualify warm leads within defined SLA windows - Ability to hit weekly and monthly targets for outreach activity, qualified meetings booked, and pipeline generated - Ability to contribute to process improvements and share insights - Professional representation of Ubiquity's mission and brand in every prospect interaction Required Skills: Salesforce, Outbound Prospecting, Lead Qualification, Pipeline Management, Email Outreach, Phone Sales, Social Media Prospecting Benefits: Medical, dental, and vision insurance to ensure you're protected and staying happier and healthier., Hybrid Work Environment, Flexible PTO, Inclusive & Diverse Workplace