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Retirement Plan Consultant

Ubiquity Retirement and Savings

in San Francisco CA / AZ / CO / DC / FL / IL / KY / MA / NC / NJ / NV / NY / OR / SC / TX / Telecommute

Ubiquity Retirement and Savings

Ubiquity Retirement + Savings’ mission is to empower small businesses and their employees to create a more secure financial future and peace of mind, by leveraging technology with affordable and effective retirement solutions, and world-class customer support. Over our 20 year history, we have helped people save more than $2.25 billion in retirement contributions and opened retirement plans for 7,000+ small businesses -- pioneering transparent, flat-fee, customizable plans for this historically underserved community. Our team of experienced professionals are extreme retirement enthusiasts and future-you champions! Join the movement and learn more at: myubiquity.com


  • Rated as one of the 100 fastest-growing companies in the Bay Area by the San Francisco Business Times (for nearly a decade)
  • Ranked as one of the top 5000 fastest-growing private companies in the nation by Inc. Magazine (11 years running)
  • Listed as one of Business Week’s 100 fastest-growing inner-city companies in the nation (every year since 2012)

Ubiquity also produced a hard-hitting and feature-length documentary with producers and editors out of CNN. Watch Broken Eggs: The Looming Retirement Crisis in Americatoday. 

Job Description

Position Purpose

The Retirement Plan Consultant delivers personalized consultations detailing solutions best suited to the retirement planning needs of our prospects. The RPC utilizes a detailed knowledge of retirement products and the unique needs of small businesses to meet all assigned revenue targets. The successful RPC likes helping clients achieve their retirement goals, is a self-starter with excellent organizational skills and has a competitive personality. Must be upbeat, ambitious and enjoy a fast-paced environment. Responsibilities include both inbound and outbound calls and require excellent follow through with those they are assisting. 

Core Responsibilities

  • Consistently achieve monthly, quarterly, and annual plan goals.
  • Develop strategies for product positioning and sales opportunities for new clients and new referral sources via the telephone, email campaigns and in person.
  • Provide compelling sales presentations through mastery of PowerPoint, Prezi, Word, Excel, Zoom, etc.
  • Exhibit deep knowledge of our products to successfully match the right product with the prospect’s needs as well as educate and answer all questions during the sales process.
  • Efficiently build and manage a productive sales pipeline through proactive prospecting and relationship management.
  • Utilize CRM tool (SalesForce) in accordance with organizational requirements.
  • Work effectively with internal partners to ensure the optimal client experience.
  • Work with internal and external partners and departments to ensure we are helping our clients achieve their retirement objectives.
  • Stay informed on retirement industry trends and legislation.
  • Actively participate in industry conferences as appropriate


Core Competencies

Customer Focus - Keeps internal and external customers in mind at all times. Proactively address client concerns and involves them in all stages of planning.

Organizing - Capable of managing multiple prospects and priorities and thrive in a deadline-driven environment with frequently changing priorities.

Communication - Use of appropriate and effective language used for a given situation and actively engages in conversations to understand others’ message.

Integrity - Ability to develop and ensure high standards that promote accountability.

Skills + Experience

  • Demonstrated record of sales success
  • Competitive, driven, team player
  • Excellent communication and interpersonal skills
  • 3+ years of experience selling financial products, preferably retirement products
  • Bachelor’s Degree or equivalent combination of education and experience may be considered
  • Comfortable with public speaking
  • Prepared and comfortable with working remotely
  • Minimal travel required


How to Apply

This is a salaried, full-time position located in the San Francisco Bay Area. Remote candidates will be considered. Please follow application instructions carefully and make sure to submit a cover letter along with your resume. Please let us know you applied thru BenefitsLink.com! Click here to apply -----> http://smrtr.io/3j_zK

We offer:

  • Competitive compensation package
  • 401(k) company match (up to 4%)
  • Generous stipend toward premiums for medical, dental, and vision
  • Learning and development stipends
  • Monthly wellness subsidies
  • Equity incentives
  • Flexible PTO policy
  • Time off for volunteering
  • Fully stocked kitchen in SF with cold brew coffee, fresh fruit, snacks and more
  • Fun social events and outings
  • Emphasis on internal promotions
  • Regular performance reviews
  • Telecommuting

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.

This ad has been viewed 1423 times. It expires on 9/24/2019.

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