Sales Development Representative

4 weeks ago

Denver, Colorado, United States Ubiquity Retirement + Savings Full time
Job Overview

Ubiquity Retirement + Savings is seeking a skilled Sales Development Representative to join our team. As a key member of our sales team, you will be responsible for identifying and qualifying potential customers who would benefit from our products and services.

The ideal candidate will have a solid grasp of the sales process, excellent communication skills, and the ability to present our offerings in a compelling and persuasive manner.

Key Responsibilities:
  • Proactively identify and engage potential customers through outbound calling, emailing, and social media outreach.
  • Qualify leads from marketing campaigns and other sources to identify sales-ready opportunities.
  • Utilize analytics tools and intent data to assess lead quality, prioritize outreach, and tailor messaging to align with pain points and current interests.
  • Set up meetings or calls between potential customers and retirement plan consultants.
  • Maintain and update accurate records of all lead interactions and activities in the CRM system.
  • Work closely with the sales and marketing teams to develop and implement effective lead generation strategies.
  • Stay informed about industry trends, market conditions, and competitive products.
  • Meet or exceed monthly and quarterly quotas for qualified leads and appointments.
  • Provide feedback to the marketing team on the quality of leads and effectiveness of campaigns.
Requirements:
  • Bachelor's degree in Business, Marketing, Communications, or a related field (preferred but not required).
  • Previous experience (3-5 years) in sales and SDR experience a plus.
  • Excellent communication and interpersonal skills, with the ability to build rapport quickly.
  • Strong organizational skills and the ability to manage multiple tasks simultaneously.
  • Self-motivated, driven, and eager to learn.
  • Familiarity with CRM software, such as Salesforce or HubSpot, is a plus.
  • Understanding of the sales process and the ability to learn and adapt quickly.
  • Effectively use tools like ZoomInfo, chat-based platforms, Chorus, and other sales enablement technologies to identify, engage, and track potential customers.
What 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.

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