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Retirement Plan Consultant

Ubiquity Retirement + Savings

in Remote

Logo for Ubiquity Retirement + Savings

Company Description

Ubiquity Retirement + Savings® has a simple mission: to empower small businesses and their employees to create a more secure financial future by leveraging technology with affordable retirement solutions and world-class customer support.

For over 23 years, we have helped workers save more than $3 billion toward their retirement and opened 401(k) plans for 10,000+ small businesses—pioneering a transparent, flat-fee experience. Our tenured team are retirement experts and future-you champions.

Ubiquity is known for our unique and thriving company culture, our ongoing investment in our employees, and for providing a clear career path for your future. We average a 65 eNPS each quarter and our Glassdoor reviews reflect our focus on you. Do more here and make more of a difference to small businesses everywhere!

We value accountability, collaboration, and transparency. Proudly one of the Best Places to Work and Entrepreneur Magazine's Top 150 Company Cultures, we take what we do seriously and always strive to be happy at work. Our four company values and our motto “Freedom with Accountability” guide the way we work to support our mission.

Learn more about our values:

See us in the news:

Find out what our employees think:

Watch the documentary we produced about the challenges Americans face in saving for their futures. Broken Eggs: The Looming Retirement Crisis in America

We are a growing company that wants you to be a part of our success!

Job Description

The Retirement Plan Consultant will utilize their superior sales skills and retirement industry knowledge to support Ubiquity’s growth strategy by quickly and efficiently responding to leads from assigned channels and executing sales campaigns. They will be responsible for achieving monthly, quarterly, and annual sales quotas.

This role is primarily an inside sales position, though occasional (2-4 times per year) in-person meetings and industry conference attendance is required.

Core Responsibilities

  • Achieve monthly, quarterly, and annual revenue goals
  • Quickly respond to leads and prospects (within 4 business hours) with a consultative sales approach
  • Utilize outstanding prospecting skills to generate qualified leads
  • Identify and close upsell and cross-sell opportunities with existing clients
  • Perform product demonstrations to prospective clients
  • Maintain accurate records of all sales activities in Salesforce
  • Master Ubiquity’s product line-up and effectively articulate it to prospective clients
  • Keep current on all retirement plan legislation, policies, and trends
  • Act as a liaison between the new client and Implementations group to ensure a smooth onboarding experience
  • Encourage, inspire, and support the team by sharing your knowledge
  • Work with internal and external partners and departments to ensure we are helping our clients achieve their retirement dreams, including meeting attendance (remotely or on-site) and collaborating on the development of sales collateral, tools and competitive/market analysis



Sales Skills: Ability and willingness to relentlessly develop and manage a robust sales pipeline and maintain a high close rate

Organizing: A self-starter capable of managing multiple priorities and thrive in a deadline and quota-driven environment with frequently changing priorities

Communication: Outstanding verbal and writing skills. Comfortable with public speaking and presenting

Integrity: Conduct all business in an ethical, professional manner, consistent with Ubiquity’s values

Skills + Experience

  • 3-5 years sales experience in a fast-paced high-volume environment
  • 401(k) or financial industry experience required
  • Proven track record of achieving sales goals
  • Adept at consultative selling, negotiating, and building rapport and trust with internal and external clients
  • Enjoys working with technology and looks for ways to be more effective
  • Experience using Salesforce, Calendly, Zoom, and Microsoft Office preferred
  • Works collaboratively in a results-oriented sales team environment
  • Able to be nimble and can stay effective and on target

Additional information

This is a salaried, full-time, remote position with a salary range of $59 - 100k annually (base + commission). Please follow application instructions carefully and note that a cover letter is required along with your resume. *Plus, find our four values on our website and list them in your cover letter.

We are focused on building a diverse and inclusive workforce. If you are excited about this role, but do not meet 100% of the qualifications listed above, we encourage you to apply.

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.

How to Apply

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