Account Manager - Field Sales

New

Skills

Client Relationship Management Communication Skills Compliance Financial Services Market Analysis Sales Management

Job Overview

PIMCO is seeking an Account Manager for their U.S. Global Wealth Management team. The role involves managing client relationships, driving sales, and collaborating with the Sales Manager to develop business plans.

Responsibilities
  • Generate sales in defined territory
  • Manage client relationships across all channels
  • Develop business plans with Sales Manager
  • Ensure compliance with industry standards
  • Build relationships with Financial Advisors
  • Represent PIMCO at conferences
Requirements & Qualifications
  • Bachelor’s Degree required
  • 5+ years of client-facing experience
  • FINRA Series 7 and 63 licenses
  • Strong territory management skills
  • Excellent client engagement and communication skills
  • Financial services background
  • Knowledge of PIMCO products

No forms. Your profile is generated instantly.

Job Type: Remote

Salary: Not Disclosed

Experience: Entry

Duration: 12 Months

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