Business Development Representative-Advisor focus

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 ResponsibilitiesLeverage 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.