Job Description

Ubiquity is looking for a skilled Sales Development Representative (SDR) to identify and qualify potential customers who would benefit from our products and services. As the initial point of contact with prospects, the ideal candidate will have a solid grasp of the sales process, excel at researching leads, initiating new relationships, and setting the stage for successful sales closures. The SDR should be a quick learner with strong communication skills, capable of presenting our offerings in a compelling and persuasive manner. 

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.