Senior Sales Representative
1 week ago
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets.
Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.
We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.
Responsibilities:
Primary responsibility is to drive sales with our financial advisor clients to achieve and surpass net and gross sales for the territory on a monthly, quarterly, and annual basis
Work with PIMCO management (specifically, Divisional Sales Manager) to formulate, execute and accomplish a territory business plan that adheres to the guiding principles of keeping a long-term perspective and maintaining a consultative sales approach
Maintain in-depth knowledge of PIMCO's products, platforms, themes, initiatives, markets, strategies, and policies of our partner firms
Maintain highest level of compliance with all industry, client firm, and PIMCO standards
Develop a travel schedule that maximizes coverage in designated territory to achieve the following all sales and activity metrics
Schedule, conduct and follow-up on activities based on agreed upon goals. Activities include, group, one on one, educational seminars and client entertainment
Maintain effective client segmentation and a service model that allows for ample contact with top clients and prospects
Develop a productive working relationship with product, PM and other specialist colleagues across PIMCO while seeking to deliver the right resource to the right client at the right time
Establish and maintain a productive working relationship with key regional COIs across our top partner firms
Comply with all travel and expense reimbursement and activity reporting in a timely manner
Qualifications:
Bachelor's Degree required
Excellent communication skills
Series 7 and 63 licenses required
Direct experience in the Raleigh-Durham/Greensboro, NC areas preferred
Minimum of 5 years in an external client-facing role
CFP, CFA and/or MBA a plus
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