PIMCO
Finance • Investment Management
PIMCO is a global investment management firm providing a wide range of investment solutions for institutions and individual investors. Since its founding, PIMCO has focused on active fixed-income management and is renowned for its expertise in bond investing and multi-asset portfolio construction. The company offers insights into economic and market commentary, investment strategies, and active portfolio management across public and private markets. PIMCO is committed to helping clients navigate market complexities and achieve their financial goals through innovative investment approaches and comprehensive market analysis.
1001 - 5000 employees
Founded 1971
💸 Finance
Account Manager, Field Sales
Job not on LinkedIn
November 7
PIMCO
Finance • Investment Management
PIMCO is a global investment management firm providing a wide range of investment solutions for institutions and individual investors. Since its founding, PIMCO has focused on active fixed-income management and is renowned for its expertise in bond investing and multi-asset portfolio construction. The company offers insights into economic and market commentary, investment strategies, and active portfolio management across public and private markets. PIMCO is committed to helping clients navigate market complexities and achieve their financial goals through innovative investment approaches and comprehensive market analysis.
1001 - 5000 employees
Founded 1971
💸 Finance
📋 Description
• Maximize territory performance and drive sales with financial advisor clients to achieve and surpass net and gross sales targets for the assigned territory on a monthly, quarterly, and annual basis. • Collaborate with the Divisional Sales Manager to develop, execute, and achieve a strategic territory business plan that aligns with the principles of a long-term perspective and a consultative sales approach. • Maintain comprehensive knowledge of PIMCO’s products, platforms, themes, initiatives, markets, strategies, and policies of our clients and partner firms. • Ensure the highest level of compliance with all industry standards, client firm requirements, and PIMCO policies, including adherence to all legislative and regulatory requirements. • Create a travel schedule that optimizes coverage in the designated territory to achieve all sales and activity metrics. • Schedule, conduct, and follow-up on activities based on agreed upon goals, including group sessions, one on one, meetings, educational seminars, and client entertainment. • Implement effective client segmentation and a service model that facilitates regular contact with top clients and prospects. • Build productive working relationships with product managers, portfolio managers, and other specialists across PIMCO to deliver the right resources to the right clients at the right time. • Establish and maintain productive working relationships with key regional COIs across our top partner firms. • Comply with all travel and expense reimbursement and activity reporting in a timely manner. • Support PIMCO Business Objectives Provide feedback to PIMCO management on product demand, sales trends, and client satisfaction. Seek opportunities to contribute to PIMCO beyond the daily remit of your role, strive to be an exceptional colleague. • Represent PIMCO as needed at national, regional, and local conferences and training events. Fully embrace and seek professional development and educational opportunities sponsored by PIMCO.
🎯 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 Kansas 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.
🏖️ Benefits
• Health insurance • 401(k) matching • Flexible work hours • Paid time off • Professional development opportunities
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