Account Manager, Retirement Sales – Southwest

Job not on LinkedIn

🔥 1 hour ago

🌵 Arizona, California, +2 more states – Remote

🌵 Arizona – Remote 🏄 California – Remote 🎰 Nevada – Remote 🌶️ New Mexico – Remote

💵 $205k - $240k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 2%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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PIMCO

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1971

💼 Consulting

📦 Logistics

💸 Finance

Consulting • Logistics • Finance

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

• Stay informed on retirement market trends and understand how PIMCO investment solutions meet retirement plan needs • Collaborate with retirement advisors to increase Defined Contribution assets under management, focusing on core investment options and target date strategies • Provide continuous sales support for distribution platforms and retirement specialists within the territory • Build and maintain relationships with small to mid-sized defined-contribution-focused consultants • Assist retail wholesalers in developing new retirement advisors • Analyze industry and portfolio data for competitive analyses, product positioning, and sales tools • Develop and maintain a pipeline of retirement opportunities within the Southwest region • Develop comprehensive knowledge of PIMCO products, platforms, themes, initiatives, markets, strategies, and client and partner-firm policies • Ensure compliance with industry standards, client-firm requirements, PIMCO policies, and legislative and regulatory requirements • Complete travel and expense reimbursement and activity reporting in a timely manner • Provide management feedback on product demand, sales trends, and client satisfaction • Represent PIMCO at national, regional, and local conferences and training events as needed • Collaborate with Retirement and Retail Distribution teams on territory-specific discussions, sales, and client servicing initiatives

🎯 Requirements

• Minimum of a bachelor’s degree required • Minimum of five (5) years of experience in an external client-facing sales or business development role in the retirement industry • Strong network, established industry contacts, and established advisor/consultant and platform provider relationships in the Southwest region of the US • FINRA Series 7 and 63 licenses required • Series 3 must be obtained within the first six (6) months of employment • In-depth knowledge of the retirement market, including capital markets and defined contribution investment solutions • Established relationships with advisors, consultants, and platform providers in the Southwest region • Proven ability to develop and deepen client relationships • Exceptional verbal and written communication skills • Strong organizational, project management, critical thinking, analytical, and quantitative skills • Ability to manage shifting priorities and ambiguity • High ethical standards and integrity • Commitment to professional development and staying informed about industry trends • Attention to detail and accountability

🏖️ Benefits

• Discretionary bonus • Professional development and educational opportunities sponsored by PIMCO • Reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures

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