Retirement Sales Associate

About this role

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 Description The 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.

Location Austin, TX, or Newport Beach, CA

About You If 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.

Responsibilities The key responsibilities include, but are not limited to: • Promote PIMCO products and provide sales support to financial advisors

• Effectively working and communicating 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

Position Requirements • 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

• Exceptional organizational and project management skills, including the ability to multi-task and lead ongoing initiatives

• Resourceful, inquisitive, and enjoy problem-solving

• Proven track record to deliver on assigned responsibilities through pursuing excellence, outstanding attention to detail, and using interpersonal and communication skills

• You seamlessly adapt to shifting priorities and enjoy working with ambiguity

• A standout teammate who builds positive relationships and collaborates across multiple levels of a globally diverse organization

• Track record of building credibility and trust through consistent behavior, high integrity, and judgment

• Intellectual curiosity, a dedication to professional development, an ability to learn, and an interest in staying on top of emerging trends

• Self-motivated and thrives in a fast-paced environment

• High emotional intelligence, flexible, and resilient

• Proven record navigating unstructured processes and simultaneously handling responsibilities with multiple, exciting demands

PIMCO 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 - $

Similar jobs

• Retirement Sales Account Executive — Gusto · Remote
• Retirement Sales Activation Specialist — Humaninterest · Remote
• Retirement Plan Service Associate — Raymond James · Southfield, Michigan - United States
• Retirement Plan Service Associate — Raymond James · Memphis, Tennessee - United States
• Summer Opportunities - Retirement Sales AE — Gusto · Denver, CO
• Retirement Consultant — LPL Financial · Fort Mill/Charlotte
• Retirement Consultant — Manulife and John Hancock · Boston, Massachusetts
• Retirement Client Advisor — UMB · Remote