Remote
Financial
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
Typical Day — SDR
Estimates based on role type and selling motion — actual may vary by company.
Role Signals
Green Flags
Ownership stake offered
Structured growth path
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
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
How do you handle objections on cold calls?
Template questionWalk me through your typical outbound sequence.
Template questionHow do you research prospects before reaching out?
Template questionWhat metrics do you track daily?
Template questionThis 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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