What are the responsibilities and job description for the Business Development Representative- Advisor channel position at Ubiquity Retirement + Savings?
Ubiquity Retirement is a leading provider of affordable and customizable 401(k) solutions for small businesses. We partner with financial advisors to help them expand their retirement offerings while delivering exceptional service to their clients.
Position Overvie
We seek an experienced Business Development Manager to grow our financial advisor channel by cultivating new advisor relationships and deepening existing partnerships. This role focuses on driving new business and increasing the volume of retirement plans advisors bring to Ubiquity. The ideal candidate has a strong sales and relationship management background in the retirement industry, a well-established network of financial advisors, and the ability to drive engagement and growth
Key Responsibilities
We seek an experienced Business Development Manager to grow our financial advisor channel by cultivating new advisor relationships and deepening existing partnerships. This role focuses on driving new business and increasing the volume of retirement plans advisors bring to Ubiquity. The ideal candidate has a strong sales and relationship management background in the retirement industry, a well-established network of financial advisors, and the ability to drive engagement and growth.
Key Responsibilities
- Leverage deep advisor relationships to drive new business and expand Ubiquity’s presence in the advisor community.
- Identify, engage, and onboard financial advisors, RIAs, and wealth managers.
- Strengthen existing advisor partnerships to increase business volume and retention.
- Present and educate advisors on Ubiquity’s 401(k) solutions through meetings, webinars, and events.
- Attend and represent Ubiquity at industry trade shows and conferences to generate new leads.
- Develop tailored sales strategies and business plans to help advisors grow their retirement business.
- Track advisor engagement and manage the sales pipeline using Salesforce CRM.
- Stay informed on industry trends and regulations to serve as a trusted resource for advisors.
Qualificatios
- 7 years of experience in financial services, retirement plan sales, or business development.
- Established deep relationships with financial advisors, RIAs, and wealth managers.
- Proven success in building and expanding advisor partnerships
- Strong knowledge of 401(k) plans, advisor sales strategies, and industry regulations
- Experience using Salesforce CRM to manage pipeline and reporting
- Excellent communication, negotiation, and presentation skills
- Ability to travel for industry events, trade shows, and client meetings
- Bachelor’s degree in business, finance, or a related field preferre
- FINRA Series 65/66 or industry certifications a plus
Why us
- Competitive base salary commission structure
- Remote-friendly work environment with a dynamic, mission-driven team
- Opportunity to grow professionally in a fast-expanding organization
Salary : $80 - $100
