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    Sales Development Representative (SDR) - California

    Solution Tree

    Remote
    Remote
    Financial
    Hybrid
    See your match score
    Posted Today
    Work Type

    Remote

    Vertical

    Financial

    Source

    jobscollider

    About this role

    REMOTE;  MUST RESIDE IN THE PACIFIC TIME ZONE

    Solution Tree

    About Us:

    Solution Tree delivers comprehensive professional development to schools and districts around the world. We empower K–12 educators to raise student achievement through a wide range of services and products including educator conferences, customized district solutions for long-term professional development, books, videos, and online courses.

    Our headquarters is located in beautiful downtown Bloomington, Indiana, home of Indiana University and some of the best cultural, educational, and natural resources in the area. When you join Solution Tree, you join a highly regarded team that is dedicated to providing quality and excellence in professional development.

    Guided by our mission, vision, and values, our team is united under one goal – to transform education worldwide to ensure learning for all. If you have the passion and skill to help further Solution Tree’s mission, we want to hear from you.

    Employees Enjoy:

    Innovative, team-oriented environment Working with leading voices and rising stars in staff development A compensation package that includes competitive pay and

    benefits such as medical, dental, and vision insurance plans, 401k, paid time off, and more. Doing work that matters

    Position Summary:

    This Sales Development Representative role is internally known as a Professional Learning Advisor:

    The territory is the State of California Candidates must reside in the territory (in the Pacific Time Zone)

    As an important member of the Sales team, the Professional Learning Advisor is responsible for executing inbound and outbound campaigns to generate qualified opportunities with prospect accounts for the sales team to pursue.  Success will be measured by:

    Number of Sales Accepted Leads (SAL) received by the Directors of Educational Partnerships (DEPs) Number of SALs that convert to opportunities Number of qualified opportunities that convert to revenue Growth in revenue from prospect a

    Selling Motion

    Prospecting

    Hybrid

    Mix of inbound leads and outbound prospecting

    Buyer Persona

    C-Suite

    Selling to executive decision-makers

    Requirements at a Glance

    Prospecting·Required skill

    Typical Day — SDR

    Cold calls60–80/day
    Outbound emails30–50/day
    Discovery meetings2–3/week
    Pipeline review1×/week

    Estimates based on role type and selling motion — actual may vary by company.

    Role Signals

    Green Flags

    ✓
    Equity/Stock Options

    Ownership stake offered

    ✓
    Career Development

    Structured growth path

    ✓
    Remote Friendly

    Location flexibility

    Financial Services — Interview Intel

    Typical Sales Cycle

    3–6 months (Retail) · 6–18 months (Institutional)

    Common Buyer Objections

    • "Regulatory concerns — need compliance approval"
    • "We already have a vendor for this"
    • "Need to see 3-year track record"
    • "Committee-based decision — multiple approvers"

    Key Industry Metrics

    AUM (Assets Under Management)Risk-Adjusted ReturnsCompliance Pass RateClient Retention RateRevenue Per Advisor

    Hot Topics to Reference

    • • AI in fraud detection and compliance
    • • Open banking APIs
    • • ESG investing mandate shifts
    • • Embedded finance partnerships

    Use these insights to speak the buyer's language in interviews.

    Tags

    sales
    —

    How do you handle objections on cold calls?

    Template question
    —

    Walk me through your typical outbound sequence.

    Template question
    —

    How do you research prospects before reaching out?

    Template question
    —

    What metrics do you track daily?

    Template question
    Research Solution Tree's product, recent news, and key competitors
    Review relevant certifications and licensing requirements
    Prepare to discuss your home office setup and self-management discipline
    Review the job description and map your experience to each requirement
    Role Insights

    This SDR/BDR role focuses on top-of-funnel pipeline generation through outbound prospecting.

    Financial services sales requires strong compliance awareness and regulatory knowledge.

    Remote positions in sales offer flexibility but require strong self-discipline and proactive communication with distributed teams.

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