PIMCO

Through changing markets & changing times, PIMCO has been a global leader in active fixed income for 50+ years.

Account Manager – Retirement Sales

Account ManagerSalesFull TimeRemoteTeam 1,001-5,000Since 1971H1B SponsorCompany SiteLinkedIn

Location

Alaska + 9 moreAll locations: Alaska, California, Colorado, Idaho, Montana, Nevada, Oregon, Utah, Washington, Wyoming

Posted

67 days ago

Salary

$205K - $240K / year

Bachelor Degree5 yrs expEnglish

Job Description

• Stay informed on the latest trends in retirement markets and understand how PIMCO investment solutions meet specific retirement plan needs. • Collaborate with key retirement advisors to increase Defined Contribution assets under management, focusing on core investment options and target date strategies. • Provide continuous sales support for key distribution platforms and retirement specialists within the territory. • Build and maintain relationships with small to mid-sized DC-focused consultants. • Assist retail wholesalers in developing new retirement advisors. • Analyze industry and portfolio data to support competitive analyses, product positioning, and the creation of sales tools. • Develop and maintain a pipeline of specific retirement opportunities within the Northwest region. • Develop 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. • 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.

Job 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 Northwest region of the US.
  • Possession of FINRA Series 7 and 63 licenses is 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.

Benefits

  • Health insurance
  • 401(k) matching
  • Flexible work hours
  • Professional development opportunities
  • Paid time off

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