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PIMCO · 4 hours ago

Account Manager, Field Sales (Kansas)

United States

Full-time

Remote

Senior Level

$150K/yr - $150K/yr

5+ years exp

PIMCO is a global leader in active fixed income, seeking an Account Manager, Field Sales to join their U.S. Global Wealth Management team. The role involves generating sales and cultivating relationships within a defined geographic territory, managing client relationships, and driving sales across intermediary-driven channels.

BankingCrowdfundingFinancial ServicesVenture Capital

H1B Sponsor Likely

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

Qualification

CIMACAIACFAFINRA Series 7FINRA Series 63Territory managementClient engagementSales quotasCommunication skillsRelationship-buildingOrganizational skillsAdaptabilityIntegrityResults-driven

Required

Minimum of a Bachelor's Degree required

A minimum of five (5) of experience in an external client-facing role, such as business development or field sales, within the Kansas market, 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

Strong financial services background with knowledge of investment trends and advisor best practices

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

Preferred

CIMA, CAIA, CFA designations, and/or an MBA are a plus

Company

PIMCO

Glassdoor3.7

PIMCO, a global investment solutions provider that manages investments for public and private pension and retirement plans and other assets.

Founded in 1971

Newport Beach, California, USA

1001-5000 employees

http://www.pimco.com

H1B Sponsorship

PIMCO has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (94)

2024 (101)

2023 (120)

2022 (149)

2021 (90)

2020 (69)