Account Manager, Field Sales (Arkansas/Oklahoma)

Role Summary

We are seeking an Account Manager, Field Sales to join our U.S. Global Wealth Management (GWM) team. In this role, you will generate sales and cultivate relationships within a defined geographic territory across the full suite of PIMCO products. You will manage all aspects of the client relationship and drive sales across intermediary-driven channels—wirehouses, independent advisors, banks, regional broker-dealers, and RIAs.

Responsibilities

• 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 that aligns with the principles of a long-term perspective and a consultative sales approach.
• Maintain 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.
• Create a travel schedule that optimizes coverage in the designated territory to achieve all sales and activity metrics. Schedule, conduct, and follow-up on activities based on agreed upon goals, including group sessions, one on one, meetings, educational seminars, and client entertainment.
• Implement effective client segmentation and a service model that facilitates regular contact with top clients and prospects.
• Build productive working relationships with product managers, portfolio managers, and other specialists across PIMCO to deliver the right resources to the right clients at the right time.
• Establish and maintain productive working relationships 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.
• 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.

Qualifications

• Minimum of a Bachelor’s Degree required. CIMA, CAIA, CFA designations, and/or an MBA are a plus.
• A minimum of five (5) years 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.
• Thorough knowledge of PIMCO products and ability to present them in a consultative manner based on client needs.
• Professional Skills Requirements: Relationship-Building, Organizational Skills and Resourcefulness, Adaptability and Collaboration, Integrity and Continuous Learning, Results-Driven.

Salary

$150,000.00

Equal Employment Opportunity and Affirmative Action Statement

PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws. Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at 949-720-7744 and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.