Account Manager, Field Sales (Nashville/Memphis, TN Area)

PIMCO
Remote, TN
$150K a year
Remote
Full-time

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients’ capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets.

Our flexible capital base and deep relationships with issuers have helped us become one of the world’s largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.

Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking.

We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence.

We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.

Role Summary

Responsible for generating sales and building relationships in a defined geographic territory for the full suite of PIMCO products.

This individual will manage relationships across a broad set of financial advisors. Must possess superior sales skills, a thorough understanding of PIMCO’s products and services as well as an advanced understanding of the financial advisory business

Location

This position is responsible for all intermediary driven sales channels (wirehouse, independent, bank, regional and RIA) in the Nashville / Memphis, TN Area.

Responsibilities

Primary responsibility is to drive sales with our financial advisor clients to achieve and surpass net and gross sales for the territory on a monthly, quarterly, and annual basis

Work with PIMCO management (specifically, Divisional Sales Manager) to formulate, execute and accomplish a territory business plan that adheres to the guiding principles of keeping a long-term perspective and maintaining a consultative sales approach

Maintain in-depth knowledge of PIMCO’s products, platforms, themes, initiatives, markets, strategies, and policies of our partner firms

Maintain highest level of compliance with all industry, client firm, and PIMCO standards

Develop a travel schedule that maximizes coverage in designated territory to achieve the following all sales and activity metrics

Schedule, conduct and follow-up on activities based on agreed upon goals. Activities include, group, one on one, educational seminars and client entertainment

Maintain effective client segmentation and a service model that allows for ample contact with top clients and prospects

Develop a productive working relationship with product, PM and other specialist colleagues across PIMCO while seeking to deliver the right resource to the right client at the right time

Establish and maintain a productive working relationship with key regional COIs across our top partner firms

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 when called upon.

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 professional development and educational opportunities sponsored by PIMCO

Qualifications

Bachelor's Degree required

Excellent communication skills

Series 7 and 63 licenses required

Direct experience in the Nashville / Memphis, TN market preferred

Minimum of 5 years in an external client-facing role

CFP, CFA and / or MBA a plus

Skills

Strong presentation and public speaking skills for group and individual sales presentations

Superior interpersonal and communication skills required to create meaningful and long-term relationships with financial advisors

Thorough knowledge of PIMCO products and ability to present them in a consultative manner based on client needs

Excellent partnership skills

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

Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors.

The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.

Salary : $ 150,000.00

30+ days ago
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