PIMCO

Account Manager, Field Sales

PIMCO

full-time

Posted on:

Origin:  • 🇺🇸 United States

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Salary

💰 $150,000 per year

Job Level

Mid-LevelSenior

About the role

  • Generate sales and cultivate relationships within a defined geographic territory across the full suite of PIMCO products.
  • Manage all aspects of the client relationship and drive sales across intermediary-driven channels which may include wirehouses, independent advisors, banks, regional broker-dealers, and RIAs.
  • Provide expertise, manage a territory of Financial Advisors, and introduce PIMCO’s diverse investment strategies, building strong relationships and delivering results.
  • Maximize territory performance and drive sales with financial advisor clients to achieve and surpass net and gross sales targets.
  • Collaborate with the Divisional Sales Manager to develop and execute a strategic territory business plan.
  • Maintain comprehensive knowledge of PIMCO’s products, platforms, themes, initiatives, markets, strategies, and policies.
  • Ensure compliance with industry standards, client firm requirements, and PIMCO policies.
  • Create a travel schedule that optimizes coverage in the designated territory.
  • Schedule, conduct, and follow-up on activities including group sessions, one on one meetings, educational seminars, and client entertainment.
  • Implement effective client segmentation and service model to facilitate regular contact with top clients and prospects.
  • Build productive working relationships with product managers, portfolio managers, and other specialists across PIMCO.
  • Represent PIMCO at national, regional, and local conferences and training events.

Requirements

  • Minimum of a Bachelor’s Degree required.
  • CIMA, CAIA, CFA designations, and/or an MBA are a plus.
  • A minimum of five (5) of experience in an external client-facing role, such as business development or field sales, within the North Texas market, along with a robust network of established relationships with financial advisors.
  • Possession of FINRA Series 7 and 63 licenses.
  • Strong territory management skills and demonstrated track record meeting sales quotas.
  • Proven entrepreneurial mindset with a strong commitment to client service and excellence, along with the ability to develop and deepen client relationships.
  • Exhibited exceptional client engagement skills and consistently achieved high levels of client engagement while building strong, lasting relationships.
  • Outstanding verbal and written communication skills to engage with key partners, present sales materials, and provide technical information about our products.
  • Strong financial services background with knowledge of investment trends and advisor best practices.
  • Thorough knowledge of PIMCO products and ability to present them in a consultative manner based on client needs.