Senior Sales Rep

Full Time

$150,000 - $200,000

Hybrid, with regular in-office days

Role

As a Senior Sales Representative at Entrepreneur Advisors, you will serve as the first and most important point of contact for prospective clients. Your responsibility is not simply to sell services, but to lead high-quality discovery conversations with business owners and guide them toward the right tax and advisory solutions for their situation.

Entrepreneur Advisors works with growth-minded entrepreneurs who expect clarity, confidence, and competence from the very first interaction. As a Senior Sales Representative, you will represent the firm’s standards, values, and reputation - setting the tone for the entire client experience. The ideal candidate understands business owners, is comfortable discussing financial and tax-related challenges, and can build trust quickly through thoughtful, professional communication.

In this role, you will own your pipeline end-to-end, converting inbound interest into qualified, well-aligned clients. Your day-to-day will involve leading structured conversations, uncovering client needs, and clearly articulating how Entrepreneur Advisors delivers strategic value beyond basic compliance. This is a consultative role that rewards preparation, follow-through, and integrity - not pressure or volume tactics.

Success in this position comes from creating a calm, confident, and high-trust experience for every prospect. You will be empowered to leverage your experience, refine your sales process, and collaborate closely with leadership to continuously improve how we serve business owners. If you take pride in your work, value long-term relationships, and want to operate at a high standard, this role offers meaningful growth and impact.

Key Responsibilities

Serve as the primary point of contact for inbound prospects and lead structured, consultative discovery calls
Build trust with business owners by understanding their goals, challenges, and financial context
Clearly educate prospects on Entrepreneur Advisors’ tax and advisory services and assess alignment and fit
Own and actively manage a clean, accurate, and up-to-date pipeline within the CRM
Follow up consistently and professionally with all qualified prospects over extended sales cycles
Document all prospect and client interactions thoroughly and accurately in CRM notes
Respond to and qualify new inbound bookings within 1–2 hours when available
Maintain availability during core business hours (9am–5pm CST or MST) to take calls
Collaborate closely with leadership, including allowing call shadowing and receiving feedback from the CEO
Partner with onboarding and service teams to ensure smooth, well-communicated client transitions
Contribute ideas and feedback to continuously improve the sales and overall client experience

Results

All prospects are accurately progressed through the CRM with complete documentation by end of day
Service teams receive well-qualified handoffs with clear expectations and context
A consistent close rate of 25% or $200,000+ in monthly closed revenue is maintained
All qualified prospects receive consistent and timely follow-up without leads falling through the cracks
Sales tracking and reporting are fully updated by end of day
Communication across teams is clear, timely, and proactive
Ongoing familiarity with current offerings, pricing, and positioning is maintained through training

Requirements

2+ years of high-ticket sales experience, preferably selling to business owners
Strong phone and video communication skills with a professional, confident presence
Experience running consultative, discovery-driven sales conversations
High level of personal accountability and ability to self-manage time and priorities
Strong organizational skills with the ability to maintain a transparent, well-managed pipeline
Comfort working within CRM systems and sales tracking tools
Openness to feedback, coaching, and continuous improvement
Growth-oriented mindset focused on long-term performance and mastery

Location

Fully Remote or Hybrid

Compensation

$150,000-200,000 On Target Earnings + 2500/mo draw

Benefits

Unlimited PTO - Prioritize work-life balance with flexible time off
Remote work days - Enjoy the option to work remotely 4 days each month
Insurance reimbursement

Mission Statement

We help entrepreneurs build secure, long-term wealth by delivering proactive, honest, and clear guidance that reduces taxes and increases financial stability and confidence.

Core Values

Advocacy & Integrity

We operate with integrity and honesty. We own our mistakes and refuse to over‑promise. We never recommend strategies or referrals for hidden commissions, and we avoid risky 'zero tax' gimmicks that undermine long-term wealth. Our guidance is unbiased, client-centered, and focused on true financial freedom.

Client‑First Experience

Client experience is paramount. Our job is to lift a load off our clients. We meet clients with understanding, not judgment, and create a smooth, easy, and exceptional experience—even when it’s less convenient for us. We are selective about who we work with, but once someone is a client, they receive respect, appreciation, and white‑glove service.

Elite Communication

We strive to be elite communicators. Internally, everyone knows where they stand, how they contribute, and where they can grow. Externally, clients clearly understand what we’re doing, when, and why. We communicate proactively, translate complexity into clarity, and take responsibility for ensuring nothing falls through the cracks.

No Jerks

We only work with people we enjoy - team and clients alike. We expect kindness, accountability, positivity, and self‑motivation. We uplift each other and avoid negativity, drama, rudeness, or chronic pessimism. A great workplace is part of the win.

Living Firm

We are building a business that improves and evolves like a healthy organism. The firm should grow, adapt, and operate independently of any one person - including the founder. Our systems, culture, and incentives are designed so the firm thrives even if someone steps away for a month, a year, or forever.

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