Account Manager, Retirement Sales – Southwest

This is a fully remote position, open to applicants in Arizona, +3 more states.

📋 Description

• Stay updated on retirement market trends and comprehend how PIMCO investment solutions cater to retirement plan requirements.

• Partner with retirement advisors to enhance Defined Contribution assets under management, with an emphasis on core investment options and target date strategies.

• Deliver ongoing sales support for distribution platforms and retirement specialists within the designated territory.

• Establish and nurture relationships with small to mid-sized consultants focused on defined contribution.

• Assist retail wholesalers in cultivating new retirement advisors.

• Evaluate industry and portfolio data for competitive analysis, product positioning, and sales tools.

• Create and maintain a pipeline of retirement opportunities throughout the Southwest region.

• Acquire comprehensive knowledge of PIMCO's products, platforms, themes, initiatives, markets, strategies, and client and partner-firm policies.

• Ensure adherence to industry standards, client-firm requirements, PIMCO policies, as well as legislative and regulatory mandates.

• Timely completion of travel and expense reimbursement and activity reporting.

• Offer management insights on product demand, sales trends, and client satisfaction.

• Represent PIMCO at national, regional, and local conferences and training events as necessary.

• Collaborate with Retirement and Retail Distribution teams on territory-specific discussions, sales, and client servicing initiatives.

⛳️ Requirements

• A minimum of a bachelor’s degree is required.

• At least five (5) years of experience in an external client-facing sales or business development role within the retirement industry.

• Strong network, established industry contacts, and relationships with advisors/consultants and platform providers in the Southwest region of the US.

• FINRA Series 7 and 63 licenses are required.

• Series 3 must be obtained within the first six (6) months of employment.

• In-depth understanding of the retirement market, including capital markets and defined contribution investment solutions.

• Established connections with advisors, consultants, and platform providers in the Southwest region.

• Proven capability to develop and strengthen client relationships.

• Exceptional verbal and written communication abilities.

• Strong organizational, project management, critical thinking, analytical, and quantitative skills.

• Capacity to manage shifting priorities and navigate ambiguity.

• High ethical standards and integrity.

• Commitment to professional growth and staying abreast of industry trends.

• Attention to detail and accountability.

🏝️ Benefits

• Discretionary bonus.

• Professional development and educational opportunities sponsored by PIMCO.

• Reasonable accommodations for qualified individuals with disabilities, including veterans, in job application processes.