Overview In this entry-level role, you will drive client acquisition for a niche wealth management practice serving airline pilots. You'll act as the first point of contact, scheduling introductory meetings for senior advisors while building foundational knowledge of the airline industry and retirement structures. You'll work closely with sales, marketing, and advisory teammates to support growth and pathway into advanced sales or advisory roles. This position emphasizes performance, structure, and on-the-job development, with company-backed licensing support. You join a team that values professionalism, client service, and talent development.
Compensation / 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
Responsibilities- Conduct high-volume outbound and follow-up phone outreach to pilots and aviation professionals
- Introduce prospective clients and schedule appointments for senior advisors
- Follow a structured sales process with coaching and feedback
- Track outreach activity and results using CRM and internal systems
- Build foundational airline industry and retirement knowledge
- Collaborate with sales, marketing, and advisory teammates
Key requirements- 0-2 years of relevant experience in sales, customer service, recruiting, outreach, or similar roles
- Strong verbal communication skills and 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 and long-term professional growth
- Bachelor's degree preferred
- strong verbal communication
- coachability
- organization
- CRM proficiency
- outbound outreach tracking
- data/documentation in internal systems
