Account Manager, Field Sales

PIMCO

Account Manager driving sales and cultivating relationships for PIMCO products in defined territories. Engaging with financial advisors and maintaining compliance while maximizing performance.

Posted 4/24/2026full-timeNewport Beach • California, Nevada • 🇺🇸 United StatesMid-LevelSenior💰 $150,000 per yearWebsite

About the role

Key responsibilities & impact

Maximize territory performance and drive sales with financial advisor clients
Collaborate with the Divisional Sales Manager to develop a territory business plan
Maintain comprehensive knowledge of PIMCO’s products, platforms, themes, and policies
Create a travel schedule that optimizes coverage in the designated territory
Implement effective client segmentation and a service model for regular contact

Requirements

What you’ll need

Minimum of a bachelor’s degree required
Minimum five (5) years of experience in an external client-facing role
Possession of FINRA Series 7 and 63 licenses
Strong territory management skills
Proven entrepreneurial mindset with a strong commitment to client service
Knowledge of investment trends and advisor best practices

Benefits

Comp & perks

Professional development opportunities
Flexible working hours
Travel and expense reimbursement for client meetings

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

territory managementclient segmentationbusiness planninginvestment trendsadvisor best practices

Soft Skills

entrepreneurial mindsetclient servicecollaboration

Certifications

FINRA Series 7FINRA Series 63