Account Manager, Field Sales

🕒 May 4

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Logo of PIMCO

PIMCO

1001 - 5000 employees

Founded 1971

💸 Finance

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.

📋 Description

• Maximize territory performance and drive sales with financial advisor clients • Collaborate with the Divisional Sales Manager to develop, execute, and achieve a strategic territory business plan • Maintain comprehensive knowledge of PIMCO’s products, platforms, themes, initiatives, markets, strategies, and policies of our clients and partner firms • Create a travel schedule that optimizes coverage in the designated territory • Schedule, conduct, and follow-up on activities based on agreed upon goals • Build productive working relationships with product managers, portfolio managers, and other specialists across PIMCO

🎯 Requirements

• 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 and excellence • Strong financial services background with knowledge of investment trends and advisor best practices • Exceptional Organizational Skills and Resourcefulness

🏖️ Benefits

• Professional development opportunities • Competitive compensation package

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