LearnLux logo

    Sales Development Representative (SDR)

    LearnLux

    🇺🇸 United States
    Remote
    Financial
    Hybrid
    See your match score
    Posted 6 days ago
    $60k–$70kOTE

    Hybrid

    Work Type

    Remote

    Vertical

    Financial

    Source

    himalayas

    About this role

    About LearnLuxLearnLux is the leading provider of workplace financial wellbeing, blending fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals. Our award-winning program helps employees navigate critical financial decisions from budgeting and

    benefits elections to equity compensation, home buying, and retirement so they can feel confident about their money and focused at work. Advanced reporting helps our partners understand impact, driving outcomes like reduced financial stress, increased productivity, and improved retention.We’re building LearnLux with intention.

    We move quickly, operate with a high bar for quality, and value people who take ownership of their work. If you’re energized by solving new problems, taking accountability, and pushing yourself to do your best work every day, you’ll find this a rewarding environment.We’re a venture-backed company that has raised over $35M to date and is supported by experienced investors and long-term partners.

    We’re a growth-focused business building for scale, and we’re excited by the opportunities and challenges that come with that journey.The RoleAs a Sales Development Representative at LearnLux, you'll generate new business through outbound prospecting and inbound lead follow-up, building the pipeline that fuels growth. This role is for someone who's successfully done the SDR job before.

    You'll be measured on qualified meetings held.This role is remote within the U.S. with an expectation of conference travel several times per year. This role reports to the Director of Sales.

    What you’ll do Research target employers and identify the right decision-makers within the ICP (ideal customer profile). Build and execute multi-touch outreach sequences, continuously testing messaging to improve response and conversion rates. Generate qualified pipeline by prospecting into target accounts through cold calls, personalized emails, and LinkedIn outreach. This role includes a

    Tools & Tech Stack

    Outreach

    Commission Structure

    Base Salary

    Not disclosed — ask in interview

    Commission

    Structure not specified

    OTE

    $70k (range: $60k–$70k)

    Ramp Period

    Not mentioned — clarify timeline

    Selling Motion

    Prospecting

    Hybrid

    Mix of inbound leads and outbound prospecting

    Buyer Persona

    C-Suite

    Selling to executive decision-makers

    Territory

    Named Accounts

    Pre-assigned list of target companies

    Requirements at a Glance

    Bachelor's Degree·Required
    Prospecting·Required skill

    Typical Day — SDR

    High-velocity calls80–120/day
    Automated sequences50+/day
    Quick demos set5–8/week
    Activity trackingDaily

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

    Role Signals

    Green Flags

    ✓
    Equity/Stock Options

    Ownership stake offered

    ✓
    Inbound Leads

    Warm leads provided

    ✓
    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-Development-Representative
    SDR
    B2B-Sales
    Sales-Prospecting
    Lead-Generation
    —

    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 LearnLux'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.

    This remote-friendly role provides geographic flexibility while maintaining access to a financial services market.

    The compensation range of $60k–$70k OTE suggests a standard package for this market segment.

    Are you a closer?

    Interested in financial? Build your profile to get matched with roles like this.

    Explore More Sales Jobs

    Similar Roles

    Browse More Jobs

    Powered by LemClosers

    Ready to land your next closing role?

    Build your free closer profile to get matched with high-ticket sales opportunities, track applications, and showcase your track record.

    Join 500+ closers already on the platform • Free forever

    Get matched
    Create Free Profile