Sales Account Executive

We are seeking a motivated and results-driven Account Executive to join our growing advisory team. In this role, you will be responsible for identifying and developing relationships with companies across various industries.

You will work closely with prospective clients to understand their operational and financial challenges, introduce our advisory capabilities, and guide opportunities through the full sales cycle from initial outreach to engagement. This role is ideal for a driven sales professional who thrives in a consultative selling environment and enjoys building relationships with senior business leaders.

Company: One Eagle Advisory | Location: Arizona Preferred | Job Type: Full-Time | Compensation: $70,000 - $100,000 OTE (Base Commission)

• Identify and research potential client organizations through strategic prospecting, market analysis, and industry research
• Execute high-volume outbound prospecting via phone, email, and professional networks to generate interest in the firm’s advisory services 
• Own the full sales cycle from prospecting and qualification through negotiation and closing 
• Consistently generate qualified meetings and opportunities through proactive outreach 
• Engage prospective clients to understand the business objectives, operational challenges, and potential advisory needs
• Develop relationships with business owners, executives, CFOs, controllers, and other senior decision-makers 
• Follow up persistently with prospects through multiple touchpoints to drive engagement and advance opportunities 
• Schedule and coordinate discovery calls with senior advisors and legal teams
• Build and manage a pipeline of qualified opportunities across targeted industries and market segments
• Support the preparation and delivery of tailored proposals aligned with client goals and priorities
• Maintain accurate records of sales activities, pipeline status, and client interactions in the CRM system
• Consistently meet or exceed monthly and quarterly sales targets and revenue goals 



• 2–5 years of experience in B2B sales, consulting sales, financial services sales, or business development
• Strong outbound prospecting and lead generation experience
• Proven track record of exceeding sales quotas and closing new business in a highly competitive environment 
• Confident and professional phone presence with the ability to engage senior decision-makers
• Strong consultative selling skills and ability to understand complex business challenges
• Excellent interpersonal, communication, and relationship-building skills
• Familiarity with CRM platforms such as Salesforce, HubSpot, or similar systems
• Strong organizational and time-management skills with the ability to manage multiple opportunities simultaneously
• Self-motivated, results-oriented, and comfortable working in a remote environment

• Experience selling professional services, financial advisory services, consulting services, or B2B solutions
• Experience engaging with senior decision-makers such as founders, executives, or finance leaders
• Experience selling to small and mid-sized businesses (SMBs) and middle-market companies