Sales Development Representative – SDR

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LearnLux Financial Wellbeing

WebsiteLinkedInAll Job Openings

51 - 200 employees

💸 Finance

👥 HR Tech

📚 Education

Finance • HR Tech • Education

LearnLux Financial Wellbeing is a company that provides a comprehensive financial wellbeing platform designed for the workforce. It offers personalized financial planning services powered by Certified Financial Planner® professionals, aimed at helping employees create and manage their financial plans. The platform emphasizes unbiased, fiduciary guidance, providing tools for financial education, retirement planning, debt management, and more, all tailored to individual employee needs. LearnLux aims to help employees across various industries and income levels achieve financial security through customized benefits portals, interactive digital content, and one-on-one planning sessions. It is committed to enhancing employee financial wellness at every stage of life in a holistic and accessible manner.

📋 Description

• 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 daily cold call minimum. • Respond quickly to inbound leads from marketing campaigns, content, and events. • Book qualified meetings for Account Executives and ensure smooth handoffs with strong context. • Consistently meet or exceed monthly targets for qualified meetings completed. • Maintain disciplined CRM hygiene in HubSpot. Log activity in real time, keep contact and company records accurate. • Stay current on the employee benefits and financial wellbeing landscape. • Use AI tools in your day-to-day work.

🎯 Requirements

• 1+ years of SDR/BDR experience, ideally in B2B SaaS. Experience selling to HR, Benefits, or Total Rewards buyers within HR tech or digital health is a strong plus. • Proven track record of meeting or exceeding outbound activity and qualified-meeting targets. • Excellent written and verbal communication skills, with the ability to craft personalized, compelling outreach. • Comfort and confidence with cold calling and multi-channel prospecting. • Experience with CRM and sales engagement tools (e.g., HubSpot, Apollo, or similar). • Strong research and organizational skills, with the discipline to manage a high volume of activity. • Coachable, resilient, and self-motivated. You welcome feedback and move fast without losing the details. • Passion for improving employees' financial wellbeing. • Experience using AI tools.

🏖️ Benefits

• Remote-first company structure • Medical, dental, and vision • 401(k) • Mental wellbeing (Talkspace) • Financial wellbeing (LearnLux) • Paid vacation and sick leave • Paid sabbatical after 5 years of service • A supportive, inclusive team culture • Opportunities for continuous learning and growth at a fast-growing startup at the cutting edge intersection of financial wellness and technology