Business Development Representative - Smith Anglin Financial

Smith Anglin Financial Business Development Role

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 cultureand we take pride in developing talent from the ground up.

About the Role

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 Director of Growth and Client Engagement.

What You'll Do

This role is phone-intensive and suited for someone who enjoys conversation, goal tracking, and measurable wins.

• 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
• You are required to be in the office

What We're Looking For

• 02 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)
• A bachelor's degree is preferred, but we are most interested in attitude, communication skills, and willingness to learn

Licensing & Development

• You will be expected to obtain a Series 65 license within your early tenure (company support provided)
• Ongoing training and exposure to senior advisors, financial planning concepts, and the aviation industry
• Clear advancement opportunities for high performers into senior BD or advisory-track roles

What We Offer

• 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