Retirement Sales Associate

PIMCO•Austin, TX

7d•$105,000 - $115,000•Hybrid

About The Position

The Retirement/Defined Contribution Distribution business within PIMCO is responsible for developing, servicing and growing assets under management within the U.S. retirement market. The Retirement Sales team focuses primarily on the Defined Contribution (401(k), 457, 403(b), profit sharing plans) segments of the retirement market, providing sales expertise and specialized product support for various management affiliates and variety of distribution channels. The Retirement Sales Associate’s primary role is to drive sales and build relationships with financial advisors within a geographic territory. The Retirement Sales Associate is responsible for making proactive outbound calls to financial advisors to share sales ideas, provide product information, and offer sales support. The Associate also works closely with an external partner to support administrative needs and assist in the development and implementation of a business plan and sales strategy. Additional duties include responding to inbound product and sales calls, scheduling wholesaler visits, and following up with client requests in a timely manner.

Requirements

Minimum of a Bachelor’s Degree
Minimum 2-3 years of experience preferred
Completion of Series 7 & 63 required within 3 months of start date
Excellent verbal and written communication skills
Proficient in Microsoft Office Suite
Exceptional organizational and project management skills, including the ability to multi-task and lead ongoing initiatives
Resourceful, inquisitive, and enjoy problem-solving
Proven track record to deliver on assigned responsibilities through pursuing excellence, outstanding attention to detail, and using interpersonal and communication skills
You seamlessly adapt to shifting priorities and enjoy working with ambiguity
A standout teammate who builds positive relationships and collaborates across multiple levels of a globally diverse organization
Track record of building credibility and trust through consistent behavior, high integrity, and judgment
Intellectual curiosity, a dedication to professional development, an ability to learn, and an interest in staying on top of emerging trends
Self-motivated and thrives in a fast-paced environment
High emotional intelligence, flexible, and resilient
Proven record navigating unstructured processes and simultaneously handling responsibilities with multiple, exciting demands

Responsibilities

Promote PIMCO products and provide sales support to financial advisors
Effectively working and communicating with other groups within PIMCO (PSG, BDS, CST, Marketing)
Manage and build relationships with emerging financial advisors
Partner with external wholesaler to develop sales ideas and strategies
Proactively follow up with clients and prospective clients in a timely manner
Maintain and manage CRM system
Occasional travel with wholesaler
Monitor and report on competitors in the retirement marketplace