Responsible for generating sales and building relationships in British Columbia for PIMCO’s mutual fund business . This individual will manage relationships across a broad set of financial advisors. Must possess superior sales skills, a thorough understanding of PIMCO’s products and services as well as an advanced understanding of the financial advisory business.
Achieve Sales Metrics
Primary responsibility is to drive sales to achieve and surpass net and gross sales and activity goals for the territory on a monthly, quarterly, and annual basis.
Work with PIMCO management 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 as well as those of its sub-advisors and client firms.
Maintain highest level of compliance with all industry, client firm, and PIMCO regulations.
Develop a sales plan that maximizes coverage in British Columbia to achieve the following metrics:
Schedule, conduct and follow-up on activities based on agreed upon goals. Activities include, group, one on one, educational seminars and client entertainment.
Contact all top Financial Advisors on at least a quarterly basis.
Develop a productive working relationship with other significant producers and prospects in the territory.
Establish and maintain a productive working relationship with key regional contacts at “focus firms”.
Comply with all travel and expense reimbursement and activity reporting in a timely manner
Support PIMCO Business Objectives
Represent PIMCO as needed at national, regional, and local conferences and training events.
Provide feedback to PIMCO management on product demand, sales trends and client satisfaction.
You are expected to fully embrace and seek personal and professional educational opportunities sponsored by PIMCO.
Bachelor’s degree required
Excellent communication skills
Minimum of 5 years in a client facing role.
CFA and/or MBA a plus
Strong presentation and public speaking skills for group and individual sales presentations.
Superior interpersonal and communication skills required to create meaningful and long-term relationships with financial advisors.
Thorough knowledge of PIMCO products and ability to present them in a consultative manner based on client needs.
Excellent partnership skills.
*PIMCO is an equal opportunity employer*