Hybrid
Remote
Financial
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
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
Typical Day — SDR
Estimates based on role type and selling motion — actual may vary by company.
Role Signals
Green Flags
Ownership stake offered
Warm leads provided
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.
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.
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