Account Manager, Field Sales (Ft. Lauderdale to Vero Beach)
Core
Generate sales and cultivate relationships with financial advisors across a defined geographic territory in Florida's East Coast, driving results for PIMCO's fixed income and credit products.
Role type
Field Account Manager (Financial Services)
Builds
PIMCO fixed income and credit investment products for financial advisors and intermediary channels
Domain
Fixed Income / Credit / Wealth Management
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
consultative sales, territory management, client relationship building, regulatory compliance, travel planning, client segmentation, product presentation
Preferred skills
CIMA, CAIA, CFA, MBA, strong network of financial advisors in Florida East Coast
Technologies
None stated
Responsibilities
Maximize territory performance and drive sales to achieve net and gross sales targets; Develop and execute strategic territory business plans; Maintain comprehensive knowledge of PIMCO products and client policies; Create travel schedules to optimize territory coverage; Conduct group sessions, one-on-one meetings, and educational seminars; Implement client segmentation and service models; Build relationships with product managers, portfolio managers, and regional COIs
Seniority
Mid-Senior, hands-on IC