About The Position

Smith Anglin Financial is an airline-focused wealth management practice with over 25 years of experience serving commercial airline pilots across the United States. With approximately $2.3B in assets under management as of April 2026, and a team of 30+ professionals, we help pilots navigate retirement decisions, compensation complexity, and long-term financial planning with clarity and confidence. Professionalism, integrity, and client service are central to our culture—and we take pride in developing talent from the ground up. This is an entry-level business development role designed for motivated, early‑career professionals who are comfortable on the phone, eager to learn, and excited by performance-based growth. You will be the front line of our client acquisition efforts, speaking with airline pilots nationwide and helping schedule introductory meetings for our senior advisory team. You will play a critical part in our growth and offers a clear path into more advanced sales or advisory positions for top performers. You will report to the Wealth Advisor.

Requirements

  • 0–2 years of relevant experience (sales, customer service, recruiting, outreach, or similar roles)
  • Strong verbal communication skills and a professional phone presence
  • Coachable mindset with a strong work ethic and competitive drive
  • Comfort with repetition, structure, and performance metrics
  • Organized, dependable, and proactive
  • Interest in financial services or long-term professional growth (prior industry experience not required)
  • Expected to obtain a Series 65 license within your early tenure (company support provided)

Nice To Haves

  • A bachelor's degree is preferred

Responsibilities

  • Conduct high-volume outbound and follow-up phone outreach to airline pilots and aviation professionals
  • Introduce prospective clients to Smith Anglin Financial and schedule appointments for senior advisors
  • Follow a structured sales and outreach process, with coaching and feedback provided
  • Track outreach activity and results using CRM and internal systems
  • Build foundational knowledge of the airline industry, pilot compensation, and retirement structures
  • Collaborate closely with teammates in sales, marketing, and advisory roles

Benefits

  • Medical, dental, and vision insurance starting day one
  • 401(k) with employer match
  • Paid parental leave
  • HSA employer contributions
  • Student loan assistance
  • Pet insurance
  • A performance-driven, team-oriented culture with room to grow

Stand Out From the Crowd

Upload your resume and get instant feedback on how well it matches this job.

Upload and Match Resume

What This Job Offers

Career Level

Entry Level

Education Level

No Education Listed

Number of Employees

251-500 employees

© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service