[Remote] Account Manager, Field Sales (Kansas) at PIMCO

Kansas, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Investment ManagementIndustries

Requirements

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

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
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

Skills

Key technologies and capabilities for this role

SalesRelationship ManagementFinancial AdvisoryFixed IncomeInvestment StrategiesConsultative SalesTerritory ManagementWealth Management

Questions & Answers

Common questions about this position

What is the salary or compensation for the Account Manager, Field Sales role?

This information is not specified in the job description.

Is this Account Manager position remote or does it require travel in Kansas?

The role is field sales in a defined geographic territory in Kansas and requires creating a travel schedule that optimizes coverage to achieve sales metrics.

What key skills are required for the Account Manager position?

The role requires 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.

What is the company culture like at PIMCO?

PIMCO has a high-performance inclusive culture that celebrates diverse thinking and is guided by CORE values of Collaboration, Openness, Responsibility, and Excellence.

What makes a strong candidate for this Account Manager role?

A strong candidate excels in consultative sales, relationship-building, understands PIMCO products and the financial advisory business, and can drive sales targets while ensuring compliance.