Retirement Sales Specialist

PIMCO Ltd. - Pacific Investment Management Company; Austin (TX); On-site; USD 105,000 - 115,000; Full time

Job summary

PIMCO is seeking a Retirement Sales Associate to drive sales with financial advisors in a defined territory. The role involves outbound calls, product information sharing, and collaboration with an external partner to support business planning and strategy.

Candidates should have a bachelor’s degree, 2–3 years of experience, and Series 7 & 63 compliance within 3 months. Travel with wholesalers is occasional, and strong communication skills are essential.

Qualifications

• Excellent verbal and written communication skills.
• Proficient in Microsoft Office Suite.
• Exceptional organizational and project management skills, including the ability to multi-task and lead ongoing initiatives.
• Resourceful, inquisitive, and enjoy problem-solving.
• Self-motivated and thrives in a fast-paced environment.
• High emotional intelligence, flexible, and resilient.

Responsibilities

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

Skills

verbal and written communication

Microsoft Office Suite

organizational and project management

multi-tasking & initiative

collaboration across teams

adaptability to ambiguity

emotional intelligence

Education

Bachelor's Degree

Tools

Microsoft Office Suite

Job description

PIMCO is seeking a Retirement Sales Associate to drive sales with financial advisors in a defined territory. The role involves outbound calls, product information sharing, and collaboration with an external partner to support business planning and strategy.

Candidates should have a bachelor’s degree, 2–3 years of experience, and Series 7 & 63 compliance within 3 months. Travel with wholesalers is occasional, and strong communication skills are essential.