Retirement Sales Associate

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

Job summary

PIMCO in Austin, TX is seeking a Retirement Sales Associate to drive sales and build relationships with financial advisors within the defined contribution market. You will make proactive outbound calls, share sales ideas, provide sales information, and support sales efforts across channels.

The role requires a bachelor’s degree, 2–3 years of experience, Series 7 and 63 within 3 months, excellent verbal and written communication, and proficiency with Microsoft Office.

Qualifications

• Minimum of a Bachelor’s Degree.
• Minimum 2-3 years of experience preferred.
• 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 work with internal groups (PSG, BDS, CST, Marketing).
• Manage and build relationships with emerging financial advisors.
• Partner with external wholesaler to develop sales ideas & strategies.
• Proactively follow up with clients and prospective clients in a timely manner.
• Maintain and manage CRM system and occasional travel with wholesalers.

Skills

Excellent verbal & written comms

Multi-tasking & project management

Relationship building

Collaboration across teams

Adaptability & resilience

Education

Bachelor’s degree

Tools

Microsoft Office

Job description

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.Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. 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.Position DescriptionThe Retirement/Defined Contribution Distribution business within PIMCO is responsible for developing, servicing and growing assets under management within the U.S. retirement market. The Retirement Sales team focuses primarily on the Defined Contribution (401(k), 457, 403(b), profit sharing plans) segments of the retirement market, providing sales expertise and specialized product support for various management affiliates and variety of distribution channels.The Retirement Sales Associate’s primary role is to drive sales and build relationships with financial advisors within a geographic territory. The Retirement Sales Associate is responsible for making proactive outbound calls to financial advisors to share sales ideas, provide product information, and offer sales support. The Associate also works closely with an external partner to support administrative needs and assist in the development and implementation of a business plan and sales strategy. Additional duties include responding to inbound product and sales calls, scheduling wholesaler visits, and following up with client requests in a timely manner.LocationAustin, TX, or Newport Beach, CAAbout YouIf the following qualities resonate with you, we encourage you to apply for this exciting opportunity. At PIMCO, we offer a dynamic work environment where you will have the chance to make a meaningful impact:Exceptional Organizational Skills and Resourcefulness: You excel in managing multiple projects with your outstanding organizational and project management abilities. Your critical thinking skills enable you to solve complex problems creatively and resourcefully. Self-motivated, you are committed to excellence, demonstrating attention to detail, and possess strong interpersonal and communication skills.Adaptability and Collaboration: You thrive in dynamic, fast-paced environments, adept at navigating shifting priorities and ambiguity. Collaboration is key to your approach, as you build positive relationships and work effectively across diverse teams. Your emotional intelligence, adaptability, and resilience equip you to manage unstructured processes and demanding responsibilities successfully.Integrity and Continuous Learning: Your actions reflect high ethical standards, integrity, and sound judgment, earning you credibility and trust. An intellectually curious individual, you are dedicated to professional development and staying abreast of industry trends. You contribute positively to the work environment and organizational culture, aligning with PIMCO's core values of Collaboration, Openness, Responsibility, and Excellence.ResponsibilitiesThe key responsibilities include, but are not limited to:Promote PIMCO products and provide sales support to financial advisorsEffectively working and communicating with other groups within PIMCO (PSG, BDS, CST, Marketing)Manage and build relationships with emerging financial advisorsPartner with external wholesaler to develop sales ideas and strategiesProactively follow up with clients and prospective clients in a timely mannerMaintain and manage CRM systemOccasional travel with wholesalerMonitor and report on competitors in the retirement marketplacePosition RequirementsMinimum of a Bachelor’s DegreeMinimum 2-3 years of experience preferredCompletion of Series 7 & 63 required within 3 months of start dateExcellent verbal and written communication skillsProficient in Microsoft Office SuiteExceptional organizational and project management skills, including the ability to multi-task and lead ongoing initiativesResourceful, inquisitive, and enjoy problem-solvingProven track record to deliver on assigned responsibilities through pursuing excellence, outstanding attention to detail, and using interpersonal and communication skillsYou seamlessly adapt to shifting priorities and enjoy working with ambiguityA standout teammate who builds positive relationships and collaborates across multiple levels of a globally diverse organizationTrack record of building credibility and trust through consistent behavior, high integrity, and judgmentIntellectual curiosity, a dedication to professional development, an ability to learn, and an interest in staying on top of emerging trendsSelf-motivated and thrives in a fast-paced environmentHigh emotional intelligence, flexible, and resilientProven record navigating unstructured processes and simultaneously handling responsibilities with multiple, exciting demandsPIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.Salary Range: $ 105,000.00 - $ 115,000.00Equal Employment Opportunity and Affirmative Action StatementPIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.Applicants with DisabilitiesPIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at 949-720-7744 and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.