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About the Role
Luma Fintech is seeking a Business Development Representative (BDR) to drive new pipeline for our sales organization. This role identifies and engages prospective financial institutions that can benefit from Luma's platform for structured products, annuities, life insurance, and other capital markets-based investments. You will research target accounts, conduct outbound outreach, qualify opportunities, and hand off well-prepared leads to the Sales team. This is a high-energy, high-growth role for a motivated early-career professional who enjoys building relationships and thrives in a fast-paced environment.
Responsibilities
- Generate pipeline by researching and building target account and contact lists.
- Conduct outbound outreach via phone, email, LinkedIn, and event follow-up to generate qualified meetings.
- Respond promptly to inbound leads and inquiries from marketing campaigns.
- Qualify prospects against defined criteria and document findings.
- Schedule discovery calls and demos, and hand off well-prepared opportunities to Sales.
- Maintain accurate records of all activity, contacts, and pipeline status in the CRM.
- Learn the Luma platform and products to speak credibly with prospects.
- Stay current on the financial markets landscape and competitors.
- Share prospect feedback and market insights with Sales, Product, and Marketing teams.
- Collaborate cross-functionally with Sales, Marketing, Client Success, and Product teams.
- Meet or exceed activity, meeting, and pipeline targets.
- Participate in regular pipeline reviews and coaching.
- Represent Luma professionally as a global leader in structured products technology.
Requirements
- 1-3 years of sales, business development, or relationship management experience (internships count).
- Bachelor's degree in Finance, Business, or a related field preferred.
- Strong written and verbal communication and interpersonal skills.
- Proven ability to build and maintain professional relationships.
- Self-motivated, resilient, and goal-driven, with strong organization and attention to detail.
- Ability to manage multiple priorities in a fast-moving environment.
- Familiarity with financial advisors, RIAs, broker/dealers, structured products, annuities, or derivatives is preferred.
- Experience with CRM and sales engagement tools (e.g., Salesforce, HubSpot, Outreach, LinkedIn Sales Navigator) is preferred.
- Series 7 and/or Series 63 (or willingness to obtain) is preferred.
- Prior outbound prospecting, SDR, or BDR experience is preferred.
- Must be legally authorized to work in the United States without current or future sponsorship.
Skills
- Sales
- Business Development
- Relationship Management
- Communication
- Interpersonal Skills
- Organization
- Attention to Detail
- CRM
- Sales Engagement Tools
Location
- United States
Work Type
- Full-time
Experience Level
- Early-career
- 1-3 years
Education Level
- Bachelor's degree
About the Company
- Luma Fintech is a global leader in structured products technology.
Equal Opportunity
- Luma Financial Technologies is unable to sponsor work visas or provide employment-based immigration sponsorship for this position, now or in the future. Applicants must be legally authorized to work in the United States without current or future sponsorship.
- Any misrepresentation, including regarding work authorization or sponsorship needs during the application or interview process will result in disqualification from consideration for this role or termination of employment.