Territory Manager - Insurance - Arizona (Remote in Arizona)
OpenlyFull Time
Mid-level (3 to 4 years), Senior (5 to 8 years)
Candidates must possess a minimum of a Bachelor's Degree, with CIMA, CAIA, CFA designations, and/or an MBA being a plus. A minimum of five years of experience in an external client-facing role is required. The ideal candidate will have superior consultative sales and relationship-building skills, a thorough understanding of PIMCO's products and services, and an advanced understanding of the financial advisory business.
The Account Manager will generate sales and cultivate relationships within a defined geographic territory across PIMCO's product suite, managing all aspects of client relationships and driving sales through intermediary channels. Responsibilities include maximizing territory performance, developing and executing strategic territory business plans, maintaining comprehensive product knowledge, ensuring compliance with all industry standards and policies, creating an optimized travel schedule, scheduling and conducting client meetings and events, implementing effective client segmentation, building relationships with internal specialists and external COIs, and reporting activities. Additionally, the role involves providing feedback to management on market trends, representing PIMCO at industry events, and pursuing professional development opportunities.