Retirement Sales Advisor - Defined Contribution Expert

LGBT Great; Austin (TX); On-site; USD 105,000 - 115,000; Full time

Job summary

PIMCO is a global leader in active fixed income, seeking a Retirement Sales professional in Austin, TX or Newport Beach, CA to develop and service retirement assets in the U.S. market. You will promote products to financial advisors and coordinate with PSG, BDS, CST, and Marketing to drive growth.

The candidate will have a Bachelor’s degree, 2–3 years of experience, and Series 7 & 63 within 3 months, with strong communication and Office skills. Travel may be required.

Qualifications

• Minimum of a Bachelor’s Degree.
• Completion of Series 7 & 63 required within 3 months of start date.
• Excellent verbal and written communication skills.
• Proficient in Microsoft Office Suite.

Responsibilities

• Promote PIMCO products and provide sales support to financial advisors.
• Effectively collaborate with groups within PIMCO (PSG, BDS, CST, Marketing).
• Build and manage relationships with emerging financial advisors.
• Partner with external wholesaler to develop sales ideas and strategies.
• Proactively follow up with clients and prospects in a timely manner.
• Maintain and manage CRM system.
• Occasional travel with wholesaler.
• Monitor and report on competitors in the retirement marketplace.

Skills

Organizational skills

Communication skills

Adaptability

Collaboration

Emotional intelligence

Education

Bachelor's Degree

Tools

Microsoft Office Suite

Job description

PIMCO is a global leader in active fixed income, seeking a Retirement Sales professional in Austin, TX or Newport Beach, CA to develop and service retirement assets in the U.S. market. You will promote products to financial advisors and coordinate with PSG, BDS, CST, and Marketing to drive growth.

The candidate will have a Bachelor’s degree, 2–3 years of experience, and Series 7 & 63 within 3 months, with strong communication and Office skills. Travel may be required.