Account Manager, Field Sales

Job Description:

• 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—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 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.
• 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 and schedule, conduct, and follow-up on activities including group sessions, one on one, meetings, educational seminars, and client entertainment.
• Implement client segmentation and service model; build relationships with product managers, portfolio managers, regional COIs; comply with travel and expense reporting.
• Provide feedback to PIMCO management on product demand, sales trends, and client satisfaction; represent PIMCO at 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 Arkansas and Oklahoma markets, 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:

• PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus.