Retirement Sales Associate

Employer
PIMCO
Location
Newport Beach, USA
Salary
Competitive
Posted
Nov 16, 2021
Closes
Dec 16, 2021
Ref
12412055
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
About Us:

We are PIMCO, a leading global asset management firm. We manage investments and develop solutions across the full spectrum of asset classes, strategies and vehicles: fixed income, equities, commodities, asset allocation, ETFs, hedge funds and private equity. PIMCO is one of the largest investment managers, actively managing more than $2.2 trillion in assets for clients around the world. PIMCO has over 3,070 employees in 22 offices globally. PIMCO is recognized as an innovator, industry thought leader and trusted advisor to our clients.

PIMCO is one of the world's premier fixed income investment managers with thousands of professionals around the world united in a single purpose: creating opportunities for our clients in every environment. Since 1971, we have brought innovation and expertise to our partnership with the institutions, financial advisors and millions of individual investors who entrust us with their assets. We aspire to cultivate performance and leadership through empowering our people, diversity of thought, and a commitment to an inclusive culture that engages in our global communities.

Position Description:

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) Defined Benefit , 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 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. 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. Additional duties include responding to inbound product and sales calls, and following up with client requests in a timely manner.

RESPONSIBILITIES
  • Provide product information and sales support to financial advisors
  • Work closely with external wholesalers to set up sales meetings and offer overall support and follow up
  • Partner with wholesaler to develop sales ideas and strategies
  • Promote PIMCO investment products to the brokerage community
  • Manage and build financial advisor relationships
  • Proactively follow up with clients and prospective clients in a timely manner
  • Maintain and manage CRM system
  • Occasional travel with wholesaler


Position Requirements:

  • Bachelor's degree
  • Series 7 and 66 licensed
  • Excellent verbal and written communication skills
  • Proficient in Microsoft Office Suite
  • Must possess strong inter-personal and organizational skills
  • Must demonstrate the ability to multi-task
  • Must be able and willing to work in a team oriented environment


Benefits:

PIMCO is committed to offering a comprehensive portfolio of employee benefits designed to support the health and well-being of you and your family. Benefits vary by location but may include:
  • Medical, dental, and vision coverage
  • Life insurance and travel coverage
  • 401(k) (defined contribution) retirement savings, retirement plan, pension contribution from your first day of employment
  • Work/life programs such as flexible work arrangements, parental leave and support, employee assistance plan, commuter benefits, health club discounts, and educational/CFA certification reimbursement programs
  • Community involvement opportunities with The PIMCO Foundation in each PIMCO office

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