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Sales Development Representative

See all open roles at ubiquity retirement + savings

Ghost-risk verdict

Likely real

  • open for 77 days (60–89 days is elevated risk)

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About the role

Key Responsibilities

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

Skills and Experience Required

Hybrid Work Environment- Based in New York City, this role blends in-office collaboration with the flexibility of remote work, giving you the best of both worlds.

1-3 years of experience in retirement or financial services industry preferred.

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